Terms of Service
These Terms of Service form a binding agreement between you and Softviewpoint Inc., governing access to and use of this website and any services provided by Softviewpoint, including advisory, implementation, and monitoring work for capital allocation. By accessing the site or engaging our services, you accept these terms and any applicable order form or statement of work. Services are provided subject to explicit engagement documents that describe scope, deliverables, fees, and schedules. When there is a conflict between these Terms and a signed engagement document, the signed engagement document will govern with respect to the services described therein. Our services are intended for professional and institutional use. Nothing on the site constitutes financial advice to any particular client. Users should rely on the written terms in signed agreements and on qualified fiduciary judgment when implementing allocation actions. Softviewpoint’s obligations begin when both parties have executed an engagement agreement and we have received any required deposits or information necessary to begin work.
Scope, deliverables, and client obligations
Softviewpoint provides advisory analyses, playbooks, implementation blueprints, monitoring configurations, and associated documentation as set out in engagement materials. Deliverables are designed to be operationally practical and auditable. Clients must provide accurate, timely information and necessary access to custodial or portfolio telemetry where required for diagnostics. When clients provide portfolio or custodial data, they are responsible for securing any permissions and consents needed to allow Softviewpoint to process that data. Softviewpoint will treat provided portfolio telemetry as confidential and will recommend secure ingestion methods for sensitive information. Implementation work that touches execution systems or custodial interfaces requires a separate operational security review and may involve additional compliance steps. Unless otherwise stated, deliverables do not include execution of trades, custody services, or discretionary asset management by Softviewpoint; clients remain responsible for execution decisions and for adhering to their own fiduciary and regulatory obligations.
Intellectual property, confidentiality, and permitted use
All intellectual property rights in Softviewpoint deliverables, methodologies, models, and templates remain the property of Softviewpoint unless otherwise agreed in a written assignment. When deliverables include code snippets, templates, or playbooks, clients receive a limited, non-transferable license to use those materials for internal purposes related to the engagement. Confidential information exchanged during an engagement is subject to the confidentiality provisions in the engagement agreement. Publicly available materials and generic educational content on the website are provided for informational purposes and are not confidential. Clients agree not to reproduce, share, or redistribute proprietary Softviewpoint materials beyond authorized internal use without prior written consent. Softviewpoint retains the right to anonymize and aggregate non-identifying engagement outcomes for research, product improvement, and illustrative case studies, provided specific client identities or portfolio telemetry are not disclosed without consent or required legal process.
Liability, indemnity, termination, and governing law
Softviewpoint’s services are provided "as described" in engagement documents. To the fullest extent permitted by law, Softviewpoint’s aggregate liability for direct damages arising from our services is limited to fees paid for the specific engagement that gave rise to the claim during the prior twelve-month period. Softviewpoint is not liable for indirect, consequential, punitive, or lost-profits damages. Clients agree to indemnify and hold Softviewpoint harmless from third-party claims arising from client misuse of deliverables, unauthorized redistribution, or failure to obtain required permissions for data supplied to Softviewpoint. Either party may terminate an engagement in accordance with the terms set out in the engagement agreement; upon termination, both parties will follow agreed offboarding and return-or-destruction procedures for confidential data. These Terms and any engagement agreements are governed by the laws specified in the signed engagement document; absent a specified jurisdiction, the laws of the State of California, United States, shall govern, and parties consent to the exclusive jurisdiction of courts located in that state for disputes not subject to arbitration under an engagement agreement.
Modifications, notices, and contact
Softviewpoint may update these Terms from time to time to reflect changes in operations, legal requirements, or product offerings. Material changes will be posted on this page and, for active clients, communicated via email to the primary engagement contact. Notices under these Terms should be sent to Softviewpoint Inc., 510 Market St, Suite 200, San Francisco, CA 94104, United States; email [email protected]. For urgent operational matters during an engagement, clients may use the on-call phone contact provided in the engagement materials. If you have questions about these Terms or need to discuss a prospective engagement, contact our client intake team via the contact page or the addresses above.