Terms of Service

Effective date: August 4, 2026

1. The agreement

These terms are an agreement between AdvisorInfrastructure ("we," "us") and the firm or individual creating an UltimateCRM account ("you," "your firm"). By using UltimateCRM, you agree to them. If you're accepting on behalf of a firm, you confirm you have the authority to do so.

2. The service

UltimateCRM is a client management platform for financial advisors and registered investment advisors: households and contacts, financial planning tools, compliance workflows, and communications capture. We continually improve the service, and features may be added or refined over time.

3. Free trial

Every plan starts with a free trial lasting 7 days, offered once per firm. Checkout collects a payment method so your subscription continues without interruption, and that method is not charged until the trial ends. Cancel at any point before the trial ends and you are not charged at all. If you don't continue, we'll delete your trial data on request — or export it for you first if you'd like to take it with you.

4. Plans and billing

• Plans are priced per user, per month, as listed on the pricing page, and billed monthly in USD. A user is any active member of your team with a staff login; client portal logins are free and never count as a billed seat.
• There are no setup fees and no long-term contracts.
• Adding or reactivating a user raises your seat count immediately and is prorated for the remainder of the period. Deactivating a user does not reduce your bill mid-period — the seat you have already paid for stays usable, and the seat count is reconciled down at your next renewal.
• You can upgrade, downgrade, or cancel at any time through the billing portal. Downgrading never deletes your data; the features that plan doesn't include become unavailable until you upgrade again.
• Payments are processed by Stripe. We do not receive or store your card details.
• If we change pricing, existing customers get at least 30 days' notice before a new price applies to them.
• Third-party services you connect (such as Microsoft 365, Google Workspace, or RingCentral) are billed separately by those providers under their own terms.

5. Your data belongs to your firm

All customer content — contacts, households, notes, documents, financial data, and captured communications — belongs to your firm. We process it only to provide, support, and secure the service, as described in our Privacy Policy. You can export your data, and when you leave, we delete it on request (subject to any records your firm asks us to retain for regulatory reasons).

6. Your responsibilities

• Keep your sign-in credentials and passkeys secure, and make sure only authorized people in your firm have accounts.
• Use the service lawfully, and only to store and process data you have the right to store and process.
• Don't attempt to breach, probe, or disrupt the service, resell access to it, or reverse-engineer it.

7. Compliance is a shared effort

UltimateCRM provides tools that support regulatory obligations — books-and-records capture, retention controls, KYC profiles, and audit trails — but your firm remains responsible for its own regulatory compliance. UltimateCRM is practice-management software; nothing in the service or on this website is financial, legal, or tax advice.

8. Availability and support

We work hard to keep UltimateCRM available and your data safe, but the service is provided "as is" without a guarantee of uninterrupted availability, and you remain responsible for retaining your own copies of records you are required to keep. When something does go wrong, you'll reach the people who build the product at hello@advisorinfrastructure.com.

9. Limitation of liability

To the maximum extent permitted by law, our total liability for any claims arising from the service is limited to the amount your firm paid us in the 12 months before the claim, and we are not liable for indirect or consequential damages, or for losses caused by third-party services you connect.

10. Ending the agreement

You can cancel at any time from within the service or by emailing us. We may suspend or terminate accounts that violate these terms, after notice where practical. Sections about data ownership, liability, and disputes survive termination.

11. Changes to these terms

If we make material changes to these terms, we'll notify account holders by email at least 30 days before they take effect. Continuing to use the service after that means you accept the updated terms.

12. Contact

Questions about these terms? Email hello@advisorinfrastructure.com.