Terms of Service

Last updated: March 9, 2026

1. Acceptance of Terms

By accessing or using ajents.io ("the Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use the Service.

2. Description of Service

ajents.io provides AI-powered virtual assistant agents for financial advisors. Our agents can handle client communications, schedule appointments, send emails, and manage follow-ups on your behalf, subject to the compliance rules you configure.

3. Account Registration

You must provide accurate and complete information when creating an account. You are responsible for maintaining the security of your account credentials and for all activities under your account.

4. Subscriptions and Payment

  • Subscriptions are billed monthly or annually as selected
  • All payments are processed securely through Stripe
  • You may cancel your subscription at any time from your dashboard
  • Refunds are handled on a case-by-case basis
  • We reserve the right to change pricing with 30 days notice

5. Acceptable Use

You agree not to use the Service to:

  • Provide specific financial, tax, or legal advice through the AI agent
  • Misrepresent the AI agent as a human advisor
  • Violate any applicable laws or regulations
  • Send spam or unsolicited communications
  • Attempt to reverse-engineer or exploit the platform

6. Compliance Responsibility

You are responsible for ensuring your use of ajents.io complies with all applicable financial industry regulations, including SEC, FINRA, and state-level requirements. While we provide compliance guardrails, you are ultimately responsible for the communications sent by your AI agent.

7. Data Ownership

You retain ownership of all data you upload or generate through the Service. We do not claim ownership of your client data, communications, or business information. See our Privacy Policy for details on how we handle your data.

8. Limitation of Liability

ajents.io is provided "as is" without warranties of any kind. We are not liable for any damages arising from your use of the Service, including but not limited to lost profits, data loss, or regulatory penalties.

9. Termination

We may suspend or terminate your account if you violate these terms. Upon termination, your right to use the Service ceases immediately. You may export your data before account closure.

10. Contact Us

For questions about these Terms of Service, contact us at info@ajents.io.

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