Effective 01/01/2025

1. Introduction

Welcome to WealthCrest Financial. By accessing or using our CRM platform, services, and tools (“the System”), you agree to comply with these Terms and Conditions. Please review them carefully before using our services.

2. Use of Services

Our CRM platform is intended for business use only. You agree not to use the System for any unlawful, misleading, or unauthorized purpose. You are responsible for maintaining the confidentiality of your login credentials and all activities under your account.

3. Account Responsibilities

You must provide accurate and complete information when creating or updating your account. Unauthorized sharing of access credentials or misuse of the platform may result in suspension or termination of your account.

4. Payments and Refunds

All fees for CRM access, customization, or support services are due as specified at the time of purchase. Due to the nature of our digital and service-based offerings, all payments are non-refundable once work has begun or access has been granted.

5. Intellectual Property

All content, branding, layouts, and design elements of the CRM platform are the intellectual property of WealthCrest Financial and may not be copied, distributed, or modified without written consent.

6. Data Accuracy and Security

While we strive to ensure accuracy and security, WealthCrest Financial is not liable for data loss, unauthorized access, or user error. You are responsible for ensuring that any uploaded client information is accurate and lawfully collected.

7. Limitation of Liability

WealthCrest Financial shall not be held liable for indirect, incidental, or consequential damages resulting from the use or inability to use the CRM system, including but not limited to data loss, downtime, or business interruption.

8. Termination

We reserve the right to suspend or terminate access to our CRM for any user found in violation of these terms or engaging in fraudulent, abusive, or harmful activity.

9. Modifications

We may update or revise these Terms at any time. Continued use of our CRM after any modifications constitutes your acceptance of the revised terms.

10. Contact

For questions about these Terms, please contact us at:
📧 [email protected] 📞 (972) 440-5152