Terms of service
Last updated [date]
The agreement between Valdivia Solutions and the advisory firm that subscribes to AdvisorOS.
Read the current draft
Sections this document needs
- Who can use AdvisorOS and account responsibilities
- Subscriptions, trials, billing and cancellation
- Your data stays yours; export and deletion after cancellation
- AI-drafted content: you review and approve everything you send
- Not legal, compliance or investment advice
- Acceptable use, liability limits and governing law
[Draft outline only. Final text needs review by counsel before launch.]
Privacy notice
Last updated [date]
What personal information AdvisorOS and this website collect, why, and your choices.
Read the current draft
Sections this document needs
- Information from advisors (account, billing, usage)
- Client information advisors enter, processed on their behalf
- How AI providers receive prompts, and what is not stored
- Cookies and analytics on this website
- Retention, deletion and how to contact us
[Draft outline only. Final text needs review by counsel before launch.]
Data processing agreement
Last updated [date]
Terms for processing your clients' personal information on your firm's behalf.
Sections this document needs
- Roles: your firm controls the data, AdvisorOS processes it
- Security measures (see the Security page)
- Sub-processors and how you're notified of changes
- Breach notice within [72] hours, to support Reg S-P
- Return and deletion of data at the end of service
[Draft outline only. Final text needs review by counsel before launch.]
Sub-processors
Last updated [date]
Every company that processes customer data for AdvisorOS, and what for.
Sections this document needs
- Vercel: application hosting
- Supabase: database, authentication and file storage
- [AI provider]: drafting
- [Email provider]: sign-in and account emails
- [Stripe]: subscription billing
- How to subscribe to change notices
[Draft outline only. Final text needs review by counsel before launch.]
Cookie notice
Last updated [date]
The cookies this website and the AdvisorOS app use.
Sections this document needs
- Strictly necessary: sign-in session in the app
- [Analytics: name the tool and whether it sets cookies]
- No advertising or cross-site tracking cookies [confirm]
- How to control cookies in your browser
[Draft outline only. Final text needs review by counsel before launch.]