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Legal

Terms of service

Effective date: June 9, 2026

1. Agreement

These terms govern your use of the FinKode platform. By creating an account or using the service, you agree to these terms on behalf of yourself and the organization you represent. If you do not agree, do not use the service.

2. The service

FinKode generates marketing content for financial advisory firms using AI models, applies configurable compliance rules to each generation, and scores output for compliance and writing quality. You retain ownership of the content you generate. We retain ownership of the platform, compliance rule database, and all underlying technology.

3. Not legal or compliance advice

FinKode's compliance checks, scores, and flagged issues are assistive tooling only. They do not constitute legal advice, compliance advice, or a substitute for review by qualified compliance personnel. No automated system can guarantee that content satisfies SEC, FINRA, state, or other regulatory requirements. Your firm retains sole responsibility for regulatory compliance and for the final review and approval of all content before publication or distribution. You should not publish generated content without review by your firm's designated compliance reviewer.

4. Subscriptions and billing

  • Subscriptions are billed monthly in advance through Stripe, on the Basic or Advanced plan, until canceled.
  • New accounts receive a 14-day free trial. No credit card is required to start a trial; a paid subscription is required to continue after the trial ends.
  • Each plan includes a monthly generation limit. Generation pauses when you reach your limit and resets at the start of the next billing period.
  • You can upgrade, downgrade, or cancel at any time from billing settings. Cancellation takes effect at the end of the current billing period; fees already paid are non-refundable except where required by law.
  • We may change pricing with at least 30 days' notice.

5. Acceptable use

You agree not to:

  • Use the service to create content that is fraudulent, misleading, or intended to evade regulatory requirements.
  • Submit client personally identifiable information, account numbers, or other sensitive personal data in topics or briefs.
  • Attempt to circumvent compliance checks, usage limits, or security controls, including the row-level isolation between organizations.
  • Resell, sublicense, or provide access to the service to third parties outside your organization's seats.
  • Reverse engineer the platform or use it to build a competing product.

6. Disclaimers and limitation of liability

The service is provided “as is” without warranties of any kind, express or implied. AI-generated content may contain inaccuracies or omissions. To the maximum extent permitted by law, FinKode's total liability for any claim arising out of these terms or the service is limited to the amounts you paid us in the twelve months preceding the claim, and FinKode is not liable for indirect, incidental, consequential, or punitive damages, including regulatory fines or sanctions arising from content you publish.

7. Termination

You may cancel your subscription at any time. We may suspend or terminate accounts that violate these terms, with notice where practicable. Upon termination, you may export your content library before your data is deleted in accordance with our privacy policy.

8. Changes to these terms

We may update these terms from time to time. If we make material changes, we will notify account owners by email at least 30 days before the changes take effect. Continued use of the service after the effective date constitutes acceptance.

9. Contact

Questions about these terms? Email legal@finkode.io or visit our contact page.