Terms of Service

Please scroll down and read these Terms of Service in their entirety before you use the site. If you do not agree to any of these Terms of Service, you may not use or access (or continue to access) the Site.

To the extent you, as the subscribing person (“User”), and ViewRight Advisors, LLC do not have a separate valid and existing written agreement covering the Services (defined below), these Terms of Service (“Agreement”) will govern the access to and use of the Services by User. ViewRight Advisors, a Florida limited liability company, enters into this Agreement. This Agreement applies to the selected product offering as described on our website. Specific terms and conditions related to each product are outlined in the respective documentation.

1. License

1.1 Subject to the terms of this Agreement, VIEWRIGHT ADVISORS grants to the User a non-exclusive, non-transferable, limited license to permit the User to access and use the ViewRight Advisors content, information, and data (collectively “Services”) for which he/she has paid, solely for User’s own internal personal use. User shall not (a) license, sublicense, transfer, sell, resell, publish, reproduce, and/or otherwise redistribute the Services or any components thereof in any manner (including, but not limited to, via or as part of any internet site); or (b) provide access to the Services or any portion thereof to any person, firm or entity. Users shall take reasonable precautions to prevent any unauthorized access, use, or distribution of the Services.
1.2 User shall not (a) use the Services as part of User’s intranet or other internal network or (b) create archival or derivative works based on the Services or any portion thereof. User shall not modify, reverse-engineer, disassemble, decompile, or store the Services or any software contained therein.
1.3 User shall not use the Services, in whole or in part in any manner that competes with VIEWRIGHT ADVISORS or its affiliates. User shall not use or permit the use of the Services or any data included therein in connection with the creation, structuring, development, managing, marketing, and/or promotion of any index, financial instrument, or other investment product that is based on, or incorporates all or any portion of the Services. User shall not use the Services as a part of or in any document relating to any public offering of a security or instrument authorized or listed on any securities exchange.
1.4 VIEWRIGHT ADVISORS reserves the right to alter or modify the Services and any portions or configurations thereof from time to time. Such alterations and/or modifications may include, without limitation, the addition or withdrawal of features and/or data or changes in instructions and/or documentation. If such alterations or modifications fundamentally and detrimentally change the nature of or the rights granted in the Services, User may terminate the affected Services by providing VIEWRIGHT ADVISORS 30 days’ written notice, and User shall be entitled to a pro-rata refund of any fees that User has paid in advance for the terminated Services.
1.5 Use of Services and Commercial Licensing
User shall not redistribute, sublicense, resell, or make available any raw data or proprietary content from the Services to third parties, nor create a standalone data product, index, or investment product intended for commercial distribution that replicates, competes with, or substantially incorporates the Services as a primary component.

This restriction does not limit the User’s right to utilize the Services and any derived insights, analyses, or signals in the provision of investment advisory services, discretionary portfolio management, or customized investment strategies developed specifically for individual clients or family office mandates, provided such use does not involve redistribution of the raw data or proprietary content in isolation or as a standalone product.

Use of the Services for incorporation into structured investment products, pooled investment vehicles, funds, ETFs, indices, or other financial products that are (i) marketed to multiple investors, (ii) offered for public or private sale, or (iii) intended for broader commercial distribution beyond direct advisory relationships, requires a separate, written commercial license agreement with ViewRight Advisors. Such commercial use is not authorized under these Terms of Service unless expressly permitted in writing. Unauthorized commercial use constitutes a material breach of this Agreement.

2. Delivery & Access

2.1 VIEWRIGHT ADVISORS shall make the Services available to User via VIEWRIGHT ADVISORS’s proprietary website. User shall hold all passwords/user IDs issued in connection with access to the Services in strict confidence and promptly advise VIEWRIGHT ADVISORS of any unauthorized disclosure or misuse of the Services or passwords/user IDs with respect to the Services. Sharing of passwords/user IDs and/or simultaneous access via the same password/user ID is prohibited. The personal information VIEWRIGHT ADVISORS collects, processes, and stores in connection with this Agreement is subject to VIEWRIGHT ADVISORS’s Privacy Policy. VIEWRIGHT ADVISORS shall not be responsible or have any liability for (a) the procurement, installation, or maintenance of any equipment on which the Services are accessed by User or (b) the transmission to User of the Services beyond the point of VIEWRIGHT ADVISORS’s or its service facilitator’s computer facility.

3. Term/Termination

3.1 The Services shall commence on the date the User is granted access to the Services and shall continue for the Initial Term chosen by the User at the time of subscription, either three (3) months or one (1) year. Upon expiration of the Initial Term, this Agreement shall automatically renew for successive 3-month or 1-year renewal terms if the user has not opted out of auto-renewal at the time of subscription. To opt out, the user must uncheck the auto-renewal box during the subscription process. Either party may still notify the other in writing of its decision not to renew at least thirty (30) days before the expiration of the term then in effect.
3.2 Either party may terminate this Agreement in the event of a material breach thereof which is not cured within thirty (30) days of written notice of such material breach; provided, however, such termination shall not take effect if the breaching party cures or corrects the breach within such thirty (30) day notice period.
3.3 Either party may terminate this Agreement upon written notice to the other if the other party is adjudicated as bankrupt, if a petition in bankruptcy is filed by or against the other party, or if the other party makes an assignment for the benefit of creditors or an arrangement pursuant to any bankruptcy act or insolvency laws.
3.4 User’s right to receive and use those portions of the Services provided by VIEWRIGHT ADVISORS pursuant to licenses granted to VIEWRIGHT ADVISORS by Third-party Providers (as defined below) is subject to automatic termination without liability on the part of VIEWRIGHT ADVISORS if such licenses are terminated for any reason. If VIEWRIGHT ADVISORS determines for any reason to generally discontinue offering or providing the Services or a portion thereof, VIEWRIGHT ADVISORS may terminate that portion of the Services that relate to such discontinued material; in such event, VIEWRIGHT ADVISORS sole liability shall be to make a prorated refund of any unearned fees prepaid by User for the terminated Services. “Third-party Provider” means a supplier of data, information, software, services, or other items that are part of or otherwise used in connection with the Services.
3.5 Upon termination of this Agreement, User shall cease use of the Services and use commercially reasonable efforts to delete or destroy all Services, including those contained in User’s electronic systems, except to the extent required by and for the sole purpose of regulatory compliance and/or data backup processes.

4. Fees & Invoicing

4.1 As consideration for the license granted by VIEWRIGHT ADVISORS under this Agreement, the User shall pay the fees for the selected Services plus all applicable value-added, sales, use, and similar taxes. VIEWRIGHT ADVISORS may increase the fees hereunder for any renewal term hereof by providing thirty days prior written notice, which may be in the form of an invoice. User shall reimburse VIEWRIGHT ADVISORS for the costs of collection (including reasonable attorneys’ fees and court costs) for User’s failure to pay the fees due hereunder. In addition to all other rights and remedies available to VIEWRIGHT ADVISORS at law or in equity, VIEWRIGHT ADVISORS may suspend delivery of the Services for as long as any amount due remains unpaid.
4.2 Subscription Billing. Subscriptions are billed on the basis of their renewal terms. This means the User will be charged either every three (3) months or annually for the duration of their subscription.
4.3 Payment in Advance. Payment for each subscription period must be made in advance. The payment for the upcoming quarter/year is due on or before the renewal date of the User’s subscription.
4.4 Automatic Renewal. If auto-renew was checked at the time of purchase, the User’s subscription will automatically renew at the end of each quarterly or annual billing period unless canceled at least 30 days before the renewal date. The payment method on file will be charged the applicable subscription fee in advance of the renewal date.
4.5 Failure to Pay. If payment is not received by the renewal date, the User’s subscription may be suspended or terminated, and they may lose access to the services provided under the subscription.

5. Proprietary Rights

5.1 All proprietary rights in and to the Services, and any component thereof, including without limitation, all rights to patents, copyrights, trademarks, database rights, trade secrets, and other intellectual property rights inherent therein and appurtenant thereto, are and shall remain the sole and exclusive property of VIEWRIGHT ADVISORS, its affiliates and its/their Third-party Providers. The Services are compiled, prepared, revised, selected, and arranged by VIEWRIGHT ADVISORS, its affiliates, and their Third-party Providers through the application of methods and standards of judgment developed and applied through the expenditure of substantial time, effort, and money, and the Services constitute the valuable intellectual property of VIEWRIGHT ADVISORS, its affiliates and its/their Third-Party Providers.
5.2 The trademarks, service marks, and logos of VIEWRIGHT ADVISORS are unregistered trademarks or service marks of VIEWRIGHT ADVISORS. Nothing in this Agreement or VIEWRIGHT ADVISORS’s provision of Services may be construed as granting User, by implication, estoppel, or otherwise, any license or right to use any Trademark for any purpose without the prior written permission of VIEWRIGHT ADVISORS specific for each such use.
5.3 Breach of this Agreement may cause VIEWRIGHT ADVISORS, its affiliates, and/or their Third-party Providers irreparable injury for which monetary damages are inadequate. Any breach hereof by User may be enforced by VIEWRIGHT ADVISORS, its affiliates, or (where applicable) their Third-party Providers by means of equitable relief (including, but not limited to, injunctive relief) in addition to any other rights and remedies that may be available. In the event the User is in violation of this Section 3, VIEWRIGHT ADVISORS shall have the right to suspend the Services.

6. Disclaimer & Limitation

EXCEPT AS EXPRESSLY WARRANTED HEREIN, THE SERVICES ARE PROVIDED AS-IS, AND VIEWRIGHT ADVISORS, ITS AFFILIATES, AND THEIR THIRD-PARTY PROVIDERS HEREBY DISCLAIM ANY AND ALL WARRANTIES AND REPRESENTATIONS AS TO THE SERVICES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, AS WELL AS THE INFORMATION, DATA, SOFTWARE OR PRODUCTS CONTAINED THEREIN, OR THE RESULTS OBTAINED BY THEIR USE. A reference to a particular investment or security, a credit rating, or any observation concerning an investment or security provided in the Services is not a recommendation to buy, sell, or hold such investment or security or make any other investment decisions and does not address the suitability of any investment or security. The Services should not be relied on and should not be a substitute for the skill, judgment, and experience of the User in making investments and other business decisions. Neither VIEWRIGHT ADVISORS nor Third Party Providers shall be deemed to be acting as advisors or fiduciaries in providing the Services. NEITHER VIEWRIGHT ADVISORS, ITS AFFILIATES NOR ANY OF THEIR THIRD-PARTY PROVIDERS GUARANTEE THE ADEQUACY, ACCURACY, TIMELINESS, OR COMPLETENESS OF THE SERVICES OR ANY COMPONENT THEREOF OR ANY COMMUNICATIONS BASIS AND THE USER’S USE OF THE SERVICES IS AT THE USER’S OWN RISK. NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THIS AGREEMENT, IN NO EVENT WHATSOEVER SHALL VIEWRIGHT ADVISORS, ITS AFFILIATES OR ANY OF THEIR THIRD-PARTY PROVIDERS BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, TRADING LOSSES, OR LOST TIME OR GOODWILL, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, WHETHER IN CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE. IN NO EVENT SHALL THE MAXIMUM CUMULATIVE LIABILITY OF VIEWRIGHT ADVISORS, ITS AFFILIATES, AND THEIR THIRD-PARTY PROVIDERS IN CONNECTION WITH THE SERVICES AND/OR THIS AGREEMENT, REGARDLESS OF THE FORM(S) OF ACTION, WHETHER IN CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EXCEED THE FEES PAYABLE BY USER TO VIEWRIGHT ADVISORS UNDER THIS AGREEMENT FOR THE SERVICES. NOTHING IN THIS AGREEMENT SEEKS TO EXCLUDE OR LIMIT ANY LIABILITY THAT MAY NOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW. NO ACTION, REGARDLESS OF FORM, ARISING FROM OR PERTAINING TO THE SERVICES MAY BE BROUGHT BY THE USER MORE THAN ONE (1) YEAR AFTER SUCH ACTION HAS ACCRUED.
ViewRight.ai shall not be held responsible for investment decisions or actions taken by users based on the content provided. All investment decisions are made at the sole discretion of the user, and it is strongly recommended that users consult with their own financial advisors before implementing any investment strategies.
Acknowledgment of non-affiliation: The User agrees and acknowledges that ViewRight Advisors is not affiliated with Accounting Research & Analytics, LLC d/b/a CFRA. The User further understands and agrees that ViewRight Advisors is not attempting to influence or interfere with any business relationship between the User and CFRA by entering into this agreement. The User hereby waives any claims or actions against ViewRight Advisors that may arise from or relate to their relationship with CFRA.

7. Nature of Service

7.1 The services provided by ViewRight Advisors and ViewRight.ai, including any subscription-based reports or content, are for general informational purposes only. They do not constitute, and should not be relied upon as, financial, legal, or investment advice.
7.2 ViewRight Advisors and ViewRight.ai do not provide specific recommendations or guidance regarding individual securities, portfolio strategies, or financial instruments. Users should seek independent advice from a qualified professional for their unique circumstances.

8. Miscellaneous

8.1 Governing Law. This Agreement will be governed by the laws of the State of Florida, without regard to principles of conflict of laws. The parties hereto will submit all disputes related to this Agreement to the courts of Palm Beach County in the State of Florida, and each party consents to the jurisdiction of such courts and waives any objection it may have with respect to venue or personal jurisdiction.
8.2 Assignment. In no event may User assign its rights or delegate its obligations hereunder or any portion thereof without VIEWRIGHT ADVISORS’s prior written consent.
8.3 Force Majeure. Neither party shall be responsible for delays or failure in performance resulting from acts beyond the control of such party, such as acts of God, strikes, lockouts, riots, acts of war, acts of terrorism, epidemics, fire, communication line failures, power surges or failures, earthquakes or other disasters.
8.4 Entire Agreement. This Agreement constitutes the sole and complete agreement between the parties with regard to its subject matter and may not be modified or amended except by a writing signed by both parties hereto.
8.5 Amendments. No amendment to this Agreement shall be effective unless it is in writing and signed by duly authorized representatives of both parties. This Agreement may not in any way be explained or supplemented by a prior performance, trade usage, or course of dealing between the parties or by any prior performance between the parties pursuant to this Agreement or otherwise.