Terms of Use

1. About this site

WealthTech Catalog is an editorial directory of wealth management software. Content is published for informational purposes only. It is not procurement advice, not legal advice, not financial or investment advice, and not a recommendation to purchase any specific vendor.

2. Accuracy and currency

We make a reasonable effort to verify vendor pricing, product disclosures and compliance status as of the publication date shown on each page. Wealth management software vendors change pricing, packaging and certification frequently. Always verify the current price and contract terms directly with the vendor before signing.

3. Vendor identities and trademarks

All vendor names, product names and logos referenced on this site are the property of their respective owners. Use of those names is editorial nominative use to identify the products being reviewed. No endorsement or partnership is implied unless explicitly stated.

4. Affiliate and referral links

Some links on the site may be affiliate or referral links. If you click through and become a paying customer, WealthTech Catalog may receive compensation. Such links carry a rel="sponsored" attribute and do not influence editorial assessments or rankings.

5. No warranty

Content is provided "as is" without warranty of any kind. We do not warrant that all information is current, complete or free of error. Decisions made on the basis of catalog content are made at your own risk.

6. Limitation of liability

To the maximum extent permitted by applicable law, WealthTech Catalog and its contributors shall not be liable for any indirect, incidental or consequential damages arising from use of this site or reliance on its content.

7. Changes

These terms may be updated. Material changes will be noted with a new "Last updated" date at the top of this page.