Last updated: 5/13/2026
By accessing and using this service, you accept and agree to be bound by the terms and provisions of this agreement. If you do not agree to these terms, please do not use this service.
AIP AI provides AI-powered financial advisory assistance, including meeting preparation, daily briefings, prospect management, and CRM integration. The service uses artificial intelligence to analyze your data and provide personalized recommendations.
You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You must immediately notify us of any unauthorized use of your account.
You agree not to:
The service uses AI to generate content and recommendations. While we strive for accuracy, AI-generated content may contain errors or inaccuracies. You are responsible for reviewing and verifying all AI-generated content before use. We do not guarantee the accuracy, completeness, or reliability of any AI-generated content.
This service provides tools and information for financial advisors but does not provide financial, investment, tax, or legal advice. All content is for informational purposes only. You should consult with appropriate professionals before making any financial decisions.
The service integrates with third-party platforms (Google Calendar, HubSpot, Notion). Your use of these integrations is subject to their respective terms of service. We are not responsible for the availability, accuracy, or content of third-party services.
The service and its original content, features, and functionality are owned by AIP AI and are protected by international copyright, trademark, and other intellectual property laws. You retain ownership of your data, and we retain ownership of the service and AI models.
Your use of the service is also governed by our Privacy Policy. By using the service, you consent to the collection and use of your information as described in the Privacy Policy.
We strive to provide continuous service availability but do not guarantee uninterrupted access. The service may be temporarily unavailable due to maintenance, updates, or technical issues. We are not liable for any unavailability or service interruptions.
To the maximum extent permitted by law, AIP AI shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses.
We reserve the right to terminate or suspend your account and access to the service immediately, without prior notice, for any reason, including breach of these terms. Upon termination, your right to use the service will immediately cease.
We reserve the right to modify or discontinue the service at any time, with or without notice. We shall not be liable to you or any third party for any modification, suspension, or discontinuance of the service.
We reserve the right to modify these terms at any time. We will notify you of any changes by posting the new terms on this page and updating the "Last updated" date. Your continued use of the service after changes constitutes acceptance of the new terms.
These terms shall be governed by and construed in accordance with the laws of the jurisdiction in which AIP AI operates, without regard to its conflict of law provisions.
If you have any questions about these terms, please contact us at sciara_tom@aipfinancial.net