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Terms of Service

Last updated: December 2024

1. Acceptance of Terms

By accessing and using Wealth Pro HI ("the Platform"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Description of Services

Wealth Pro HI provides a customer relationship management (CRM) platform designed for insurance and financial services professionals. Our platform helps agents manage prospects, track client relationships, and analyze financial data.

3. User Accounts

To access certain features, you must create an account. You agree to:

  • Provide accurate and complete registration information
  • Maintain the security of your account credentials
  • Promptly update any changes to your information
  • Accept responsibility for all activities under your account
  • Notify us immediately of any unauthorized access

4. Acceptable Use

You agree not to:

  • Use the platform for any unlawful purpose
  • Attempt to gain unauthorized access to any part of the platform
  • Interfere with or disrupt the platform or servers
  • Upload malicious code or harmful content
  • Violate any applicable laws or regulations
  • Infringe on the rights of others

5. Intellectual Property

The Platform and its original content, features, and functionality are owned by Wealth Pro HI and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.

6. Data and Privacy

Your use of the Platform is also governed by our Privacy Policy. You retain ownership of any data you submit to the Platform, and you grant us a license to use this data solely to provide our services to you.

7. Disclaimer of Warranties

The Platform is provided "as is" and "as available" without warranties of any kind, either express or implied. We do not warrant that the Platform will be uninterrupted, secure, or error-free.

8. Limitation of Liability

To the maximum extent permitted by law, Wealth Pro HI shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of or inability to use the Platform.

9. Termination

We may terminate or suspend your account and access to the Platform immediately, without prior notice or liability, for any reason, including breach of these Terms. Upon termination, your right to use the Platform will immediately cease.

10. Changes to Terms

We reserve the right to modify these terms at any time. We will notify users of any material changes by posting the new Terms on this page and updating the "Last updated" date.

11. Contact Information

For questions about these Terms of Service, please contact us at:

Wealth Pro HI

Email: legal@wealthprohi.com

Honolulu, Hawaii