Terms of Service

Vendor Advisor helps firms inventory their vendors, track contracts and renewals, flag which vendors touch client NPI, and prepare and document security due diligence consistent with Regulation S-P.

Access uses single sign-on through our authentication provider. The person who creates a firm workspace is responsible for managing its members and for the activity that occurs within it. Keep your credentials secure.

Vendor Advisor is currently provided free of charge to clients of Alles Technology. We may introduce paid plans for other firms or for additional capabilities in the future. We will give reasonable advance notice before any fees would apply to your firm, and you may decline by discontinuing use.

Your firm owns the data it enters. You grant us a limited license to host, process, and display that data solely to provide and improve the service. You are responsible for the accuracy of what you enter and for having the right to enter it.

Vendor Advisor is a tool to help you organize and document vendor oversight. It does not constitute legal, compliance, or regulatory advice, and using it does not by itself make your firm compliant with Regulation S-P or any other rule. Your firm remains solely responsible for its regulatory obligations and should consult its own counsel or compliance professionals.

Do not misuse the service, attempt to access another firm's data, interfere with its operation, or use it to violate any law or the rights of others.

The service is provided on an "as is" and "as available" basis while it is being actively developed and tested. To the extent permitted by law, we disclaim implied warranties and do not guarantee uninterrupted or error-free operation.

To the maximum extent permitted by law, Alles will not be liable for indirect, incidental, or consequential damages, or for loss of data or profits, arising from your use of the service. For any free use, our aggregate liability is limited accordingly.

You may stop using the service at any time. We may suspend or end access for misuse or as needed to operate the service responsibly. On termination we will make your data available for export for a reasonable period.

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law rules. Questions can be sent to legal@allestechnology.com.