Terms and Conditions.

Welcome to Aspen (getaspen.com), ("Aspen", "we", "our", or "us"). These Terms and Conditions (“Terms”) govern your use of our website, services, and any associated tools, software, or content we provide (collectively, the “Service”).

By accessing or using our website and services, you agree to be bound by these Terms. If you are entering into this agreement on behalf of a company or other legal entity, you represent that you have authority to bind such entity to these Terms.

1. Eligibility

Our services are exclusively for financial professionals, including financial advisors, wealth management firms, and their representatives. By using Aspen, you confirm that you are legally qualified to represent your firm and use the services in a compliant manner.

2. Scope of Services

Aspen provides marketing support, automation tools, lead generation, content development, meeting transcription, CRM integrations, and a client dashboard (“Platform”) to streamline advisory firms' operations and growth.

The specific scope of services provided to your firm will be outlined in a separate signed agreement prior to onboarding. These Terms supplement that agreement and apply generally to all users and visitors of our site.

3. Client Agreements and Subscriptions

Before onboarding, all clients must sign a formal agreement that outlines project scope, deliverables, and responsibilities. Aspen services are provided on a subscription basis. Subscription terms (including renewal and cancellation policies) will be described in your specific agreement.

We reserve the right to modify our pricing or service tiers at any time, but such changes will not affect current contracts until the next renewal period.

4. Compliance Approval

Because we work exclusively with financial advisors, all materials, documents, and content we create that reference your brand or firm must be submitted to your compliance department for approval before they are published, distributed, or used in campaigns.

5. Intellectual Property

Client Content: You retain full ownership of all leads, client-specific data, and approved designs or assets created for your brand.

Aspen Property: We retain ownership of our proprietary systems, software, tools, templates, processes, and platform features, even if customized for your use.

6. Data Privacy and Security

We take data privacy seriously. By using our platform, you agree that we may access and store data you provide or sync with third-party platforms (e.g., CRM tools) to deliver our services.

We use industry-standard safeguards to protect client data, but you are responsible for maintaining the confidentiality of your account credentials.

7. Account Access

Clients are granted access to the Aspen dashboard and related tools upon onboarding. You agree to use the Platform only for lawful purposes, not to share access credentials with unauthorized users, and to notify us immediately of any breach or unauthorized access.

8. Termination

Either party may terminate their agreement by providing 30 days’ written notice before the end of the current subscription term, as specified in your signed agreement.

Aspen reserves the right to suspend or terminate accounts at its discretion for misuse, breach of compliance, or violation of these Terms.

9. Limitations of Liability

To the maximum extent permitted by law, Aspen is not liable for any indirect, incidental, special, or consequential damages arising from your use of the Service. Our total liability under these Terms will not exceed the total amount paid by you for services over the previous three months.

10. Changes to These Terms

We may update these Terms periodically. Continued use of our website and services after such changes indicates your acceptance of the updated Terms. We encourage you to review this page regularly.

11. Contact Us

If you have any questions about these Terms or need support, reach out to us at: support@getaspen.com.