Last updated: April 05, 2025
Welcome to Asset. By accessing or using our website and services, you agree to be bound by the terms and conditions outlined here. Our platform provides investment data organization and visualization services through personalized onboarding and local-first software implementations. We do not operate a financial institution or offer investment advice. Instead, we serve as a professional layer between you and your data — helping you gain clarity, structure, and insight over your assets. All services are provided subject to the following terms, which may be updated at any time without prior notice. Your continued use of our platform implies acceptance of any changes. We strongly recommend reading these terms in full before proceeding.
Our role is to offer a custom-tailored solution that consolidates investment information from various sources into a secure, client-controlled environment. The tools we use are open-source and installed locally or privately, and we assist in the process of structuring and visualizing that data — always with a privacy-first approach. The information on our website and during consultation calls is provided solely for informational purposes and should not be interpreted as financial, legal, or tax advice. You are responsible for ensuring that the service aligns with your needs and for complying with any relevant legal obligations in your jurisdiction.
By initiating a service engagement with Solidarity, you acknowledge that all fees associated with consultations, setup sessions, or ongoing support are clearly stated, and, unless otherwise agreed in writing, are non-refundable once work has begun. Fees are determined based on scope, complexity, and the level of support requested. Payment terms will be communicated in advance, and we reserve the right to withhold deliverables until payment is received in full. Any changes to the agreed scope may result in an adjusted rate, which will be discussed transparently.
We do not offer subscription billing, nor do we store any sensitive financial payment information on our servers. Payments are handled via secure third-party processors. No guarantees are made as to financial outcomes, portfolio performance, or the accuracy of external data sources used during the setup process. Our services are best suited for clients who value clarity and visibility, not automation of financial decisions. As such, all final interpretations and decisions made based on the reports and dashboards we provide are solely your responsibility.
By providing your contact information, you consent to receive communications from us related to onboarding, follow-ups, and service updates. We may occasionally share educational material, product improvements, or relevant opportunities to enhance your experience. You can unsubscribe from non-essential communications at any time. We do not share or sell your contact information with third parties, and we take reasonable precautions to protect your data from unauthorized access.
We reserve the right to modify the way we communicate, including moving between email, phone, or secure messaging platforms, as appropriate for your case. During active engagements, we may request clarification or updated information in order to better serve your needs — always within the bounds of discretion and professionalism. We respect your time, and our communication philosophy is minimal, relevant, and respectful.
By using our website, submitting a form, or beginning a service relationship with Solidarity, you confirm that you have read and understood these Terms & Conditions. You acknowledge that the service is consultative in nature and built on a foundation of privacy, customization, and mutual trust. You also acknowledge that the effectiveness of the service depends on the accuracy of the data you choose to provide and your level of engagement during setup and updates. No part of this service constitutes regulated financial advice, and Solidarity disclaims any liability for decisions made based on our dashboards or reports.
Solidarity reserves the right to refuse service to anyone, at any time, if we believe the relationship no longer aligns with our standards or values. These terms are governed by the laws of [Your Country or Jurisdiction], without regard to conflict of law principles. If any part of these terms is held invalid or unenforceable, the remainder will still apply.
If you have any questions about these Terms & Conditions, or if you need clarification on anything regarding your engagement, please contact us at: sfuentes@solidarityagents.com