Pipeline & Outreach Policy

1. You Control — and Are Responsible For — Your Outreach

AdvisorHop helps you discover financial advisors and organize your relationships with them. You decide who to contact, when, and how. AdvisorHop does not place calls, send emails or texts, auto-dial, or conduct any outreach on your behalf, and it is not an autodialer, predictive dialer, or mass-messaging tool.

For every call, email, or message you send to an advisor, you are the caller and sender of record, and you are solely responsible for complying with all laws that apply to that outreach, including the federal Telephone Consumer Protection Act (TCPA), the FTC Telemarketing Sales Rule, the CAN-SPAM Act, and state telemarketing and privacy laws.

2. Phone Calls — Do-Not-Call and Calling Conduct

When you call an advisor using a number you found on AdvisorHop, you agree that you will:

• Treat numbers as business or unknown. Numbers are drawn from public regulatory filings and public firm and practice websites. Some may reach an advisor's personal mobile phone. AdvisorHop does not represent that any number is a business line, is safe to call, or is clear of any Do-Not-Call list.
• Dial manually. You will not use AdvisorHop data with any autodialer, predictive dialer, robocall system, pre-recorded-message system, or text-blast tool.
• Honor Do-Not-Call rules. You are responsible for scrubbing against the National Do-Not-Call Registry and any internal or state Do-Not-Call lists where applicable to your calls, and for maintaining your own internal do-not-call list.
• Respect calling hours. You will call only within lawful local calling hours (generally 8:00 a.m.–9:00 p.m. at the location of the person you are calling, and earlier cutoffs in some states).
• Comply with state telemarketing laws, including any registration those laws require of you as the caller.
• Stop on request. If an advisor asks not to be contacted, you will mark them Do Not Contact in your Pipeline and cease outreach to them.

3. Email — CAN-SPAM

When you email an advisor using an address you found on AdvisorHop, you agree that you will comply with the CAN-SPAM Act, including that you will:

• Use accurate “from,” “to,” and routing information and a non-deceptive subject line;
• Identify the message as a solicitation where required;
• Include a valid physical postal address;
• Provide a clear, working opt-out and honor opt-out requests within 10 business days; and
• Not sell or transfer the address of anyone who has opted out.

AdvisorHop does not send email for you and is not the sender of any message you transmit.

4. The Data — What You May and May Not Do

• View and work in-app only. The Discovery List is provided for use inside AdvisorHop. You will not scrape, export, bulk-copy, screenshot for redistribution, resell, sublicense, or build a competing dataset from it. (There is no export feature by design.)
• Use it for legitimate recruiting only. You will use advisor data solely to identify, research, and contact advisor candidates for your firm's legitimate recruiting purposes.
• No prohibited uses. You will not use the data for consumer marketing, lending, insurance, employment-screening decisions, harassment, or any purpose prohibited by law.
• Accuracy. Data is compiled from public sources and may be incomplete or out of date. AdvisorHop does not warrant accuracy, completeness, or fitness for any particular outreach. You are responsible for verifying information before relying on it.

5. Your Pipeline Is Yours; AdvisorHop Processes It for You

The notes, stages, activity, and contacts in your Pipeline are private to your firm and are not visible to other AdvisorHop customers. For the personal information you enter into your Pipeline, AdvisorHop acts as your service provider (processor): it processes that data only to provide the service to you, does not sell or share it, does not use it for its own purposes, and does not combine it with other customers' data or with the Discovery List. The service-provider terms in the Data Processing Addendum to the Terms govern this relationship.

6. Advisor Requests

If an advisor contacts AdvisorHop to correct or remove their profile, AdvisorHop will handle that request under its Privacy Policy and suppression process. If an advisor asks you to stop contacting them or to correct information, you will honor that request promptly and mark them Do Not Contact in your Pipeline.

7. No Legal Advice

AdvisorHop provides software, not legal advice. Telemarketing, Do-Not-Call, email, and privacy laws change and vary by state. You are encouraged to consult your own counsel about your outreach program. AdvisorHop's compliance reminders in the product are conveniences, not legal advice, and do not cover every requirement that may apply to you.

8. Your Responsibility and Indemnification

You represent and warrant that your use of AdvisorHop and your outreach will comply with all applicable laws. To the fullest extent permitted by law, you agree to indemnify and hold harmless AdvisorHop from any third-party claim, regulatory action, fine, or liability arising out of your outreach (including any call, email, or message you send) or your use of the data in violation of this Policy or applicable law.

9. Enforcement

AdvisorHop may suspend or terminate access for any violation of this Policy, including any use that creates legal risk for AdvisorHop, other customers, or advisors. We may also remove or restrict data use to protect the platform and the advisors in it.

10. Changes

We may update this Policy from time to time. Material changes will be communicated through the product or by email, and continued use after an update constitutes acceptance.

Questions

For questions about this Policy, contact us at support@advisorhop.ai.