Terms of Services

Effective Date: September 17, 2025

Welcome to Finex360 (operating under Vertex 360 LLC)! By accessing or using our website (“Site”), platform, services, and products, you agree to abide by these Terms of Service (“Terms”). If you do not agree, please refrain from using our Site or services.

1. Services Provided

Finex360 provides a comprehensive platform for financial advisors, offering AI-powered automation, compliance management, and business growth tools. Our services may include:

AI back-office solutions and workflow automation

Compliance tools and regulatory support

Business growth acceleration strategies

Training and professional development for advisors

Our goal is to help you streamline operations, stay compliant, and grow your advisory practice efficiently.

2. Eligibility

To use our services, you must be:

At least 18 years old

Legally capable of entering into binding contracts

By using our services, you confirm that you meet these requirements.

3. No Guarantee of Results

While Finex360 is committed to delivering valuable automation, compliance, and growth solutions, we cannot guarantee specific business outcomes or results. Success depends on factors such as your business model, market conditions, and implementation of strategies.

4. User Responsibilities

When using our services, you agree to:

Provide accurate and truthful information about your business.

Use our platform in compliance with all applicable laws and regulations.

Avoid misuse of our technology, including attempts to reverse-engineer or interfere with platform functionality.

5. Payment & Refund Policy

Certain services or subscriptions may require payment. All fees and payment terms will be disclosed in your service agreement. Refunds are considered on a case-by-case basis in accordance with the terms of your written agreement or subscription plan.

6. Privacy & Data Protection

Your privacy is important to us. Please review our Privacy Policy for details on how we collect, use, and protect your personal information.

Important:
No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Subcontractors may use information strictly for support services such as customer service. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of text messaging services.

7. Intellectual Property

All content on our Site—including text, graphics, logos, training materials, and software—is the property of Finex360 (Vertex 360 LLC) and is protected under copyright and intellectual property laws. You may not copy, modify, or distribute any content without prior written consent.

8. Limitation of Liability

To the fullest extent permitted by law, Finex360 shall not be liable for any indirect, incidental, consequential, or special damages resulting from your use of our services, including loss of profits, data, or business opportunities.

9. Third-Party Links

Our Site may include links to external websites or third-party tools. We are not responsible for their content, policies, or practices and encourage you to review their terms before engaging with them.

10. Service Termination

We reserve the right to suspend or terminate your access to our platform or services if we determine there has been a violation of these Terms or misuse of our technology.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of Wyoming, without regard to its conflict of law principles.

12. Updates to Terms

We may update these Terms periodically. Updates will be posted on our Site with a revised effective date. Continued use of our services after changes take effect indicates your acceptance of the updated Terms.

13. Contact Information

If you have questions or concerns about these Terms, please contact us:

📍 Finex360 (Vertex 360 LLC)
30 N Gould St 21693, Sheridan, Wyoming 82801, United States
📞 (888) 923-5553
📧 [email protected]

14. SMS Program Terms & Compliance

Program Name: Finex360 Messaging Program
Program Description: Users who opt in will receive appointment reminders, platform updates, service notifications, and relevant educational content.

Opt-Out Instructions:
You can cancel the SMS service at any time by texting “STOP” to our shortcode. After sending “STOP,” we will send a confirmation message to verify you have been unsubscribed.

Rejoining Instructions:
To rejoin, simply sign up again through any of our forms, and we will resume messaging.

Help Instructions:
Reply “HELP” for assistance or contact us at [email protected] or (888) 923-5553.

Carrier Liability Disclaimer:
Carriers are not liable for delayed or undelivered messages.

Message & Data Rates Disclaimer:
Message and data rates may apply. Message frequency may vary.

Privacy Policy Link:
For privacy-related inquiries, please refer to our Privacy Policy at: https://contact.finex360.io/privacy-policy-page

Compliance Statement:
Our messaging program complies with CTIA and TCPA guidelines, ensuring that users’ consent and opt-in data are protected and respected.

Legal Compliance Note:
By opting in, you confirm you have the authority to consent to receive SMS messages at the phone number provided and agree to these terms.