Common Contracts

Terms of Service

March 11th, 2024

• Filed
  March 11th, 2024

These Terms of Service (the “Terms of Service”) are made by and between Orion Advisor Technology, LLC, and/or Redtail Technology, Inc., as the case may be (collectively, "Orion", “we” or “us”), and the consumer customer ("Consumer” or “you”) of a financial advisor or financial institution who is authorized to use Orion's financial planning software offering (the "Advisor"). These Terms of Service govern Consumer's access to and use of Orion's financial planning software offering, which may include any of the following, or a combination of the following: (i) Orion Planning; (ii) Plaid and Akoya Aggregation, (iii) Document Vault, (iv) Reporting from Orion, (v) Integrations, (vi) Newsfeed, (vii) BeFi20, (viii) Estate Planning, and/or (ix) PulseCheck (all together, the "Services"). Once Consumer clicks "I Accept", Consumer agrees to all of the terms and conditions of these Terms of Service.