Important Disclosures

1. No investment, legal, tax, or accounting advice

The information on this Site is provided for general informational purposes only. It is not investment, legal, tax, accounting, or other professional advice, and it is not tailored to the circumstances of any particular person or entity. Nothing on this Site should be relied upon as a basis for any financial decision. You should consult qualified professionals before acting on any information presented here.

2. WealthDirector is a technology provider

WealthDirector Inc. is a technology company. It is not a registered investment adviser, broker-dealer, bank, custodian, accountant, or law firm, and it does not provide investment advice, manage assets, recommend securities, or execute transactions. WealthDirector provides software to financial advisors and institutions.

Where an advisor or institution uses the platform, that advisor or institution remains the regulated provider of any advice or services delivered to its clients and is solely responsible for them. Within the platform, analysis is surfaced to the advisor for review and approval; the advisor remains the source of advice that reaches the client.

3. No offer or solicitation

Nothing on this Site constitutes an offer to sell, or a solicitation of an offer to buy, any security, investment product, or service, in any jurisdiction in which such an offer or solicitation would be unlawful. Nothing on this Site is a recommendation to engage any particular advisor, institution, or strategy.

4. Illustrative and synthetic data

5. Forward-looking statements

This Site may contain forward-looking statements about WealthDirector's plans, capabilities, and direction. These statements reflect current expectations as of their date, are subject to risks and uncertainties, and may change. Capabilities described in forward-looking terms are not commitments to deliver any specific feature on any specific timeline. WealthDirector undertakes no obligation to update forward-looking statements except as required by law.

6. Third-party information

This Site may reference information, data, or research obtained from third-party sources believed to be reliable. WealthDirector does not independently verify all such information and does not guarantee its accuracy, completeness, timeliness, or fitness for any purpose. References to third parties do not imply endorsement or affiliation.

7. No guarantee of results

Wealth management and investing involve risk, including the possible loss of principal. Past performance is not indicative of future results. WealthDirector does not guarantee any particular financial outcome, level of performance, or result from the use of its software by any advisor or institution.

8. Trademarks and intellectual property

WealthDirector, the WealthDirector logo, "Intelligence in service of legacy," and related names and marks are trademarks of WealthDirector Inc. All Site content is owned by or licensed to WealthDirector and is protected by applicable intellectual-property laws. Other names and marks are the property of their respective owners and are used for identification only.

9. Testimonials and endorsements

Where the Site presents any client or partner statement, it reflects that party's individual experience, is not necessarily representative of all clients or partners, and is not a guarantee of any future result. Any compensation or material relationship associated with a statement will be disclosed where required by law.

10. Availability

This Site is operated from the United States and is intended for audiences in jurisdictions where WealthDirector lawfully offers its information. We make no representation that the Site or its content is appropriate or available for use in other locations. Those who access the Site from elsewhere do so on their own initiative and are responsible for compliance with local law.

11. Financial privacy (GLBA)

To the extent WealthDirector processes nonpublic personal information of consumers in connection with the platform, it does so as a service provider to financial institutions and advisors that are subject to the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations. In that capacity, WealthDirector handles such information consistent with the controlling firm's GLBA obligations and its own privacy notice, uses it only to provide the Services to that firm, and does not disclose it except as permitted by the firm's instructions and applicable law. This Site does not, by itself, establish a financial-institution relationship with you.

12. Contact

WealthDirector Inc.
Email: legal@wealthdirector.ai