Terms of Service

By accessing the Site or using the Service, you agree to these Terms. If you are using the Service on behalf of a firm or other organization, you represent that you are authorized to accept these Terms on that organization's behalf.

The Service is intended for business use by investment professionals and their firms. You must be at least 18 years old and able to form a binding contract to use the Service.

Access to the Service requires an account, provisioned and authenticated through our authentication provider, Clerk. You are responsible for the accuracy of the information associated with your account.

The Service is currently invitation-only: accounts are provisioned by Treto or by an administrator at your firm, not through open public sign-up. We do not currently offer self-service registration, payment, or cancellation flows; access, onboarding, and commercial terms are arranged directly with our team.

You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. Notify us promptly at the contact below if you suspect unauthorized access to your account.

You agree not to: use the Service to violate applicable law; attempt to gain unauthorized access to the Service or another customer's data; interfere with or disrupt the integrity or performance of the Service; or reverse engineer the Service except as permitted by law.

As between you (or your firm) and Treto, your firm retains ownership of the business records, documents, and other content it submits to or connects with the Service (“Customer Content”). You grant Treto a license to host, process, and analyze Customer Content solely to provide and improve the Service for your firm, consistent with our Privacy Policy.

Treto retains all right, title, and interest in and to the Service, the Site, and our software, excluding Customer Content. Nothing in these Terms transfers ownership of Treto's intellectual property to you or your firm.

The Service relies on and may integrate with third-party providers (including authentication, analytics, AI model, and connected-source providers described in our Privacy Policy). We are not responsible for the acts or omissions of independent third-party providers.

If you send us feedback or suggestions about the Service, you agree we may use them without restriction or obligation to you.

Treto is under active development. Some features may be offered on a beta, early-access, or pre-release basis, may change materially, and are provided without the assurances that apply to generally available functionality.

We aim to keep the Service available and reliable, but we do not guarantee uninterrupted access. We may modify, suspend, or discontinue features of the Service at any time, and will use reasonable efforts to communicate material changes to affected customers.

We may suspend or terminate your access to the Service if we reasonably believe you have violated these Terms or if required to do so by law. You or your firm may stop using the Service at any time; any additional terms about winding down an account are set out in your firm's written agreement with Treto, where one exists.

THE SERVICE IS PROVIDED “AS IS” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT, EXCEPT AS EXPRESSLY SET OUT IN A SEPARATE WRITTEN AGREEMENT BETWEEN YOU AND TRETO.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRETO WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles, unless a separate written agreement between you and Treto specifies otherwise.

We may update these Terms from time to time. We will update the “Effective” date above when we do. Continued use of the Service after an update constitutes acceptance of the revised Terms.

Questions about these Terms can be sent to legal@treto.ai.