Legal

Terms of service summary

Plain-language summary. The full agreement is being finalized with counsel and is available on request from sales@logiqwealth.com. If anything here conflicts with your signed agreement, the agreement governs.

What LogiqWealth is - and is not

LogiqWealth is a software platform that aggregates, extracts and presents client financial data. It is not a registered investment advisor and does not provide investment, tax or legal advice or make fiduciary decisions. Your firm remains responsible for its regulatory compliance and the advice it gives its clients.

Compliance tooling, not a compliance guarantee

The audit trail, templates and deadline tracking support your firm's recordkeeping. Your compliance officer remains responsible for actual regulatory adherence.

AI-generated insights

Insights and alerts are informational tools that require advisor review. They are not investment recommendations and must not be presented to clients as such.

Fees and billing

Plans are billed per staff seat, monthly or annually, with usage-based add-ons as described on our pricing page. Billing questions: billing@logiqwealth.com.

Closing your account

A firm admin can close the account at any time. A full data export is prepared automatically, the workspace is read-only for a 30-day waiting period, and you can reactivate within 90 days. After that, your data is deleted as described in our privacy summary.