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Terms & Conditions

Last updated: January 7, 2026

1. Agreement to Terms

By accessing or using Apex Growth Platform ("the Service"), you agree to be bound by these Terms and Conditions ("Terms"). If you disagree with any part of these terms, you may not access the Service.

These Terms apply to all users of the Service, including without limitation users who are browsers, vendors, customers, merchants, and contributors of content.

2. Description of Service

Apex Growth Platform is a comprehensive marketing and customer relationship management (CRM) platform designed specifically for financial advisors. Our Service includes, but is not limited to:

  • Lead management and tracking
  • Deal pipeline management
  • Content creation and automation (blog posts, newsletters, social media posts)
  • Analytics and reporting
  • Social media integration and publishing
  • Website integration with Webflow
  • Email marketing and automation
  • Document management
  • Booking page functionality

3. User Accounts

3.1 Account Creation

To use certain features of the Service, you must register for an account. When you create an account, you agree to:

  • Provide accurate, current, and complete information
  • Maintain and promptly update your account information
  • Maintain the security of your password and identification
  • Accept all responsibility for activities that occur under your account
  • Notify us immediately of any unauthorized use of your account

3.2 Account Responsibilities

You are responsible for:

  • All activities that occur under your account
  • Ensuring that all persons who access the Service through your account are aware of these Terms and comply with them
  • Maintaining the confidentiality of your account credentials
  • Any content you create, upload, or share through the Service

4. Acceptable Use Policy

You agree not to use the Service to:

  • Violate any applicable laws, regulations, or third-party rights
  • Transmit any content that is unlawful, harmful, threatening, abusive, harassing, defamatory, vulgar, obscene, or otherwise objectionable
  • Impersonate any person or entity or falsely state or misrepresent your affiliation with any person or entity
  • Interfere with or disrupt the Service or servers or networks connected to the Service
  • Attempt to gain unauthorized access to any portion of the Service, other accounts, computer systems, or networks
  • Use the Service for any fraudulent or illegal purpose
  • Upload or transmit viruses, worms, or any other malicious code
  • Collect or store personal data about other users without their express permission
  • Use automated systems (bots, scrapers) to access the Service without our express written permission
  • Reverse engineer, decompile, or disassemble any part of the Service

5. Content and Intellectual Property

5.1 Your Content

You retain ownership of any content you create, upload, or submit through the Service ("Your Content"). By using the Service, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, modify, and distribute Your Content solely for the purpose of providing and improving the Service.

5.2 Our Content

The Service and its original content, features, and functionality are owned by Apex Growth Platform and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws. You may not copy, modify, distribute, sell, or lease any part of our Service or included software.

5.3 AI-Generated Content

Our Service may use artificial intelligence to generate content drafts. You are responsible for reviewing, editing, and ensuring the accuracy and compliance of all AI-generated content before publishing or using it.

6. Third-Party Services and Integrations

The Service integrates with third-party services, including but not limited to social media platforms (Facebook, LinkedIn, Twitter), Webflow, email service providers, and AI services. Your use of these third-party services is subject to their respective terms and conditions and privacy policies.

We are not responsible for the availability, accuracy, or content of third-party services. You acknowledge and agree that we shall not be liable for any damages or losses arising from your use of or reliance on any third-party service.

7. Payment Terms

If you purchase a subscription or paid feature, you agree to pay all fees associated with your account. Payment terms, including billing cycles, pricing, and refund policies, will be communicated to you at the time of purchase or through separate subscription agreements.

  • Fees are charged in advance on a recurring basis (monthly or annually)
  • All fees are non-refundable except as required by law or as explicitly stated in your subscription agreement
  • We reserve the right to change our pricing with reasonable notice
  • Failure to pay may result in suspension or termination of your account

8. Data and Privacy

Your use of the Service is also governed by our Privacy Policy. By using the Service, you consent to the collection and use of your information as described in the Privacy Policy.

You are responsible for ensuring that any personal data you collect, store, or process through the Service complies with applicable data protection laws, including but not limited to GDPR, CCPA, and other relevant regulations.

9. Service Availability and Modifications

We reserve the right to modify, suspend, or discontinue the Service (or any part thereof) at any time, with or without notice. We shall not be liable to you or any third party for any modification, suspension, or discontinuance of the Service.

We do not guarantee that the Service will be available at all times or that it will be free from errors, bugs, or interruptions. We may perform scheduled or unscheduled maintenance that may temporarily limit access to the Service.

10. Termination

10.1 Termination by You

You may terminate your account at any time by contacting us or using the account deletion features in the Service.

10.2 Termination by Us

We may terminate or suspend your account immediately, without prior notice or liability, for any reason, including if you breach these Terms. Upon termination, your right to use the Service will cease immediately.

10.3 Effect of Termination

Upon termination, we will delete or anonymize your account data in accordance with our Privacy Policy, except where we are required to retain it for legal or regulatory purposes. You are responsible for exporting any data you wish to retain before termination.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

We do not warrant that the Service will be uninterrupted, secure, or error-free, or that defects will be corrected. We do not warrant or make any representations regarding the use or results of the Service in terms of accuracy, reliability, or otherwise.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL APEX GROWTH PLATFORM, ITS AFFILIATES, AGENTS, DIRECTORS, EMPLOYEES, SUPPLIERS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR RELATING TO THE USE OF, OR INABILITY TO USE, THE SERVICE.

Our total liability for any claims arising from or related to the Service shall not exceed the amount you paid us in the twelve (12) months preceding the claim.

13. Indemnification

You agree to defend, indemnify, and hold harmless Apex Growth Platform and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses, including without limitation reasonable attorney's fees and costs, arising out of or in any way connected with your access to or use of the Service, your violation of these Terms, or your violation of any third-party rights.

14. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the United States, without regard to its conflict of law provisions. Any disputes arising from or relating to these Terms or the Service shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, except where prohibited by law.

15. Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.

16. Severability

If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service and supersede and replace any prior agreements.

17. Contact Information

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