Chicago Partners Wealth Advisors, a top Chicago-based RIA, completes transition from Practifi to FinTurk

Terms of Service

Last updated: December 2024

Acceptance of Terms

By accessing or using FinTurk, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

Description of Service

FinTurk provides a customer relationship management (CRM) platform designed for financial advisors. Our services include client management, workflow automation, and practice analytics tools.

User Accounts

To use our services, you must:

  • Create an account with accurate information
  • Maintain the security of your account credentials
  • Notify us immediately of any unauthorized access
  • Be at least 18 years old

Acceptable Use

You agree not to:

  • Violate any applicable laws or regulations
  • Infringe on intellectual property rights
  • Transmit malicious code or interfere with the service
  • Attempt to gain unauthorized access to our systems
  • Use the service for any unlawful purpose

Payment Terms

Subscription fees are billed in advance on a monthly or annual basis. All fees are non-refundable except as required by law or as explicitly stated in our refund policy.

Data Ownership

You retain ownership of all data you input into FinTurk. We do not claim ownership of your client data. You grant us a limited license to use your data solely to provide our services.

Termination

Either party may terminate this agreement at any time. Upon termination, your access to the service will be disabled. You may export your data prior to termination.

Limitation of Liability

To the maximum extent permitted by law, FinTurk shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the service.

Changes to Terms

We may update these terms from time to time. We will notify you of any material changes via email or through the platform.

Contact

For questions about these Terms, please contact us at legal@finturk.io