The agreement
By using the website or the platform you agree to these terms. The platform is offered to firms, not to individual consumers; a firm’s signed subscription agreement takes precedence over anything here.
Accounts and access
Your firm controls who gets an account and what each person can see. You are responsible for keeping credentials private and for what is done under them. Tell us promptly if you believe an account has been compromised.
Your data
Your firm owns its data. We hold it to provide the service and handle it as described in our privacy policy. On termination, your firm can export its records, and we delete what we hold after the retention period your firm has set.
Acceptable use
Use the platform for the lawful operation of your advisory business. Do not try to access another firm’s data, probe or overload the service, or resell access. We may suspend accounts that put other customers or their clients at risk.
SMS terms
By providing your mobile number and opting in, you consent to receive conversational text messages from Mudanza at the number provided, including AI-generated answers to questions you submit about your book of business. Message frequency varies based on your use (low volume). Message and data rates may apply. Reply STOP to cancel, HELP for help. Consent is not a condition of purchase.
What Mudanza is and is not
Mudanza is software that helps advisors remember, plan and document. It is not an investment adviser, broker-dealer or law firm, and nothing it produces is investment, legal or tax advice. Figures the platform shows are only as good as the inputs; where an input is missing, the platform says so rather than estimating it.
Availability and changes
We work to keep the service available and will give reasonable notice of planned maintenance. Features may change; we will not remove a capability a customer relies on without notice and a path forward.
Liability
To the extent the law allows, Mudanza is provided as described in the signed agreement and otherwise as is. Our liability is limited to the fees paid for the service in the twelve months before the claim, and we are not liable for indirect or consequential loss. Nothing here limits liability that cannot be limited by law.
Governing law and contact
These terms are governed by the laws of the Commonwealth of Virginia, United States. Questions about them go to hello@mudanza.io.
Questions about these terms?
Contact us to discuss how these terms relate to your firm’s agreement.
hello@mudanza.io