Terms of Use

The website provides general information about ClarityEdge, our consulting services, technical advisory work, data strategy, reporting infrastructure, integration frameworks, ClarityBridge, practical AI-readiness, and related topics for family offices, investment firms, and private wealth organizations.

The website is provided for informational and business development purposes only.

The website may discuss technology, operations, reporting infrastructure, data strategy, integrations, AI-readiness, investment reporting systems, accounting workflows, and related business topics.

The website does not provide legal, tax, accounting, investment, cybersecurity, regulatory, fiduciary, or other professional advice. You should not rely on website content as a substitute for advice from qualified professionals who understand your specific circumstances.

No consultant-client, advisor-client, fiduciary, attorney-client, accountant-client, or similar relationship is created by your use of the website, submission of a form, scheduling of a meeting, or receipt of general website materials.

Submitting an inquiry, requesting a meeting, exchanging emails, or discussing a potential project does not create a consulting engagement or obligate ClarityEdge to perform services.

Any consulting, implementation, advisory, integration, data strategy, reporting, AI-readiness, software, or related work will begin only after the appropriate written agreement, statement of work, work order, professional services estimate, or other engagement document has been signed by the relevant parties.

All website content, including text, design, graphics, diagrams, frameworks, page structure, service descriptions, concepts, articles, insights, and other materials, is owned by ClarityEdge or used with permission, unless otherwise indicated.

You may view and download website content for your own internal, informational, and non-commercial use. You may not copy, reproduce, distribute, modify, publish, display, create derivative works from, or commercially exploit website content without our prior written permission.

ClarityEdge retains all rights in its pre-existing intellectual property, methodologies, frameworks, templates, know-how, software concepts, data models, rules-engine concepts, integration approaches, documentation structures, business processes, and general technical knowledge.

Nothing on the website grants you any ownership rights or license to ClarityEdge intellectual property except the limited right to access and use the website in accordance with these Terms.

Client-specific ownership, license, confidentiality, and deliverable rights are governed by the applicable signed agreement.

The website may refer to ClarityBridge, integration frameworks, data-layer workflows, rules engines, implementation patterns, or software-enabled services.

Such references are informational and do not constitute a software license, service commitment, product warranty, implementation promise, or representation that a particular feature, integration, workflow, or result will be available for every client or environment.

Any software, implementation, configuration, hosting, support, licensing, or managed-service arrangement must be separately agreed in writing.

The website may reference third-party platforms, vendors, products, or technologies, such as investment reporting systems, accounting platforms, database technologies, document formats, analytics tools, or workflow systems.

Product and platform names are referenced for illustrative system-environment purposes only. References do not imply endorsement, certification, partnership, reseller status, sponsorship, or affiliation unless expressly stated in a signed agreement or official announcement.

All third-party names, marks, and logos are the property of their respective owners.

If you submit information through the website, contact form, scheduling tool, email, or other communication channel, you represent that you have the right to provide that information and that the information is accurate to the best of your knowledge.

You should not submit confidential, proprietary, sensitive, regulated, or personal information through the public website unless we have separately agreed in writing to receive it through that method.

By submitting non-confidential information to us through the website, you grant ClarityEdge the right to use that information to respond to your inquiry, evaluate a potential engagement, communicate with you, and operate our business, subject to our Privacy Policy.

You agree not to use the website in any way that:

• Violates any law, regulation, or third-party right
• Interferes with the operation, security, or availability of the website
• Attempts to gain unauthorized access to any system, account, data, or network
• Uses automated scraping, crawling, harvesting, or data extraction without permission
• Transmits malware, malicious code, spam, or harmful content
• Misrepresents your identity or affiliation
• Attempts to reverse engineer, copy, or misuse website content, design, or functionality
• Uses the website to submit unlawful, defamatory, misleading, confidential, or infringing material

We may restrict, suspend, or block access to the website if we believe these Terms have been violated.

The website may contain links to third-party websites, podcasts, videos, articles, tools, scheduling services, or other resources.

These links are provided for convenience or reference only. ClarityEdge does not control and is not responsible for third-party websites, content, privacy practices, security, products, services, or availability.

Your use of third-party websites and services is at your own risk and subject to their terms and policies.

The website is provided on an “as is” and “as available” basis.

ClarityEdge makes no warranties or representations of any kind, express or implied, regarding the website or its content, including warranties of accuracy, completeness, timeliness, availability, reliability, merchantability, fitness for a particular purpose, non-infringement, or error-free operation.

Website content may change at any time without notice.

To the maximum extent permitted by law, ClarityEdge and its owners, officers, employees, contractors, agents, affiliates, successors, and assigns will not be liable for any indirect, incidental, consequential, special, exemplary, punitive, or lost-profit damages arising out of or relating to your use of, or inability to use, the website or website content.

To the maximum extent permitted by law, ClarityEdge’s total liability for any claim arising out of or relating to the website or these Terms will not exceed one hundred dollars ($100).

Some jurisdictions do not allow certain limitations of liability, so some of the above limitations may not apply to you.

You agree to indemnify, defend, and hold harmless ClarityEdge and its owners, officers, employees, contractors, agents, affiliates, successors, and assigns from and against any claims, damages, liabilities, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to your use of the website, your violation of these Terms, your violation of law, or your infringement of any third-party rights.

We may update, modify, suspend, or discontinue the website or any content at any time without notice.

We may update these Terms from time to time. The updated version will be posted on this page with a revised effective date. Your continued use of the website after an update means you accept the updated Terms.

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles.

Any dispute arising out of or relating to the website or these Terms will be brought in the state or federal courts located in Palm Beach County, Florida, unless applicable law requires otherwise. You consent to the personal jurisdiction and venue of those courts.

If any provision of these Terms is found to be invalid, unlawful, or unenforceable, the remaining provisions will remain in full force and effect.

These Terms, together with the Privacy Policy, constitute the entire agreement between you and ClarityEdge regarding your use of the website.

They do not replace any signed agreement between ClarityEdge and a client for professional services, software, confidentiality, data processing, licensing, or other business arrangements.

If you have questions about these Terms, contact us at:

See also our Privacy Policy.