This Acceptable Use Policy ("Policy") governs use of Advisor OS ("Platform"). By using Advisor OS, you agree to comply.
1. Permitted Use
Advisor OS is intended for legitimate business use by technology advisors.
You may:
- Manage and analyze client data
- Use AI features to generate insights and automation
- Operate workflows for your business
2. Prohibited Use
You may NOT:
Illegal / Harmful
- Violate laws or regulations
- Engage in fraud or deceptive practices
AI Abuse
- Run excessive or automated AI queries that degrade system performance
- Attempt to exploit, reverse engineer, or stress test AI systems
Data Misuse
- Upload data you do not have rights to
- Process sensitive data without proper consent
Security Violations
- Attempt to bypass limits, authentication, or protections
3. AI Usage & Responsibility
Advisor OS uses third-party AI providers.
By using AI features:
- Outputs may not always be accurate
- You are responsible for reviewing outputs before use
- AI should not be relied on for critical decisions without human validation
4. AI Usage
AdvisorOS includes reasonable AI usage as part of the subscription.
In the rare event that a customer's usage materially exceeds typical platform usage (generally exceeding $300/month in underlying AI processing costs), AdvisorOS reserves the right to:
- Notify the customer of elevated usage
- Offer optimization recommendations or upgraded usage tiers
- Pass through incremental usage costs beyond normal platform limits
We will always provide notice and transparency before any additional charges are applied.
5. Advisor OS Pro (AI Enhanced Tier)
For users requiring higher AI usage, Advisor OS offers an upgraded plan:
Advisor OS Pro (AI Enhanced)
Designed for:
- High-volume client processing
- Frequent AI queries or automation
- Power users and teams
Includes:
- Increased AI usage limits
- Priority processing
- Enhanced performance for automation workflows
Additional fees apply.
6. Overage & Upgrade Enforcement
If your usage exceeds standard plan limits:
- You may be prompted to upgrade to Advisor OS Pro
- Continued excessive usage without upgrade may result in restricted access
We reserve the right to enforce usage limits to maintain platform stability and fairness.
7. Enforcement
Violation of this Policy may result in:
- Immediate suspension of AI features
- Account suspension or termination
8. Changes
We may update this Policy at any time. Continued use = acceptance.
9. Contact
hello@getadvisoros.com