Pulse beta terms

1. Who it’s for. The beta is for financial professionals. You confirm your firm’s policies allow you to use a third-party research tool.
2. No client-identifying information. The beta runs on model households. Do not enter or upload client names, account numbers or other client-identifying information.
3. Professional use only. Pulse output, including draft client notes, is for your professional use. Do not send beta output to clients without your firm’s review and approval. Pulse never sends anything to your clients.
4. Information, not advice. Pulse provides scenario analysis and information. It does not provide investment advice or recommendations, and its ranges are model estimates, not predictions.
5. Free during the beta. There is no charge during the beta and no cash or gift compensation for participating. Founding members will be offered preferred pricing.
6. Feedback. Ratings and comments you send help shape Pulse. We may use them to improve the product. We will only quote you or name your firm with your written permission.
7. Records. We keep sign-up details, feedback and usage logs, and will provide copies of your submissions to your firm’s compliance team on request.
8. Changes and ending. The beta may change or end at any time. You can stop participating at any time by emailing us.

Contact: [beta@your-domain.com]