Common Contracts

Terms of Service

June 9th, 2023

• Filed
  June 9th, 2023

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 Aggregation,