Terms & Conditions

1. Institutional Firm License

Savvport grants your firm a non-exclusive, non-transferable, revocable license to use the Terminal for professional advisory purposes. Unlike retail accounts, your license is governed by the following tiers:

• Starter: Limited to 5 client households managed by one advisor.
• Professional: Unlimited client households for one advisor with White-Label rights.
• Institutional: Multi-advisor access with centralized firm management.

2. Fiduciary Responsibility & No Advice

3. White-Labeling & Client Reporting

Firms utilizing the Professional or Institutional tiers are permitted to generate and distribute branded PDF reports to their clients. By using this feature, you represent that:

• You hold the necessary licenses to provide financial advice in your jurisdiction.
• You have reviewed all Savvport-generated data for accuracy before presenting it to clients.
• You will not remove Savvport's data attribution or forensic source citations from the reports.

4. Subscription, Billing, and 5-Hour Guarantee

Fees are billed monthly or annually via Stripe. As of March 2026, we offer the following:

• The 5-Hour Efficiency Guarantee: If your firm does not realize a 5-hour reduction in manual research during the first 7 days, you are eligible for a 100% refund of your initial payment.
• Cancellation: You may cancel at any time. Fees already processed outside of the initial 7-day guarantee period are non-refundable.
• Legacy Rate Lock: For Founding Seats, your annual rate is guaranteed for the life of your active subscription.

5. Data Ingestion & Security

You are responsible for the legality of the data you ingest into Savvport. You must have the explicit consent of your clients to process their portfolio data for the purpose of forensic auditing. Savvport maintains Zero-Trust Row-Level Security to ensure your firm's data is never accessible to unauthorized third parties.

6. Prohibited Use

You may not:

• Reverse engineer the 12-point Forensic AI engine.
• Use Savvport data to build a competing software platform.
• Share a single login across multiple advisors (Institutional license required).

7. Governing Law (Brazil / International)

For advisors operating in Brazil, these terms are governed by the laws of São Paulo. For international firms, these terms are governed by the laws of the State of Delaware, USA, without regard to its conflict of law provisions.