Terms & Conditions

Last Updated: 11 July 2025 

Welcome to Alphatac App. By accessing or using our CRM platform and associated services, you agree to comply with and be bound by the following terms and conditions.

1. Services

Alphatac provides a digital CRM platform tailored for financial and wealth planning professionals. Features may include lead management, client engagement tools, automation, reporting, and integrations.

2. User Eligibility

You must be 18 years or older and legally capable of entering into contracts to use our services.

3. Account & Security

You are responsible for maintaining the confidentiality of your login credentials and all activities under your account.

4. Use of the Platform

You agree not to misuse the platform, attempt to hack, reverse engineer, or disrupt any part of the service.

5. Intellectual Property

All content, branding, logos, and system functionalities are the property of Alphatac or its affiliates and are protected by copyright laws.

6. Subscription & Fees

Some features may be offered on a subscription basis. All payments are non-refundable unless otherwise stated.

7. Limitation of Liability

Alphatac is not liable for any indirect, incidental, or consequential damages resulting from your use or inability to use the platform.

8. Privacy Policy

We collect and process data according to our Privacy Policy.

9. Termination

We reserve the right to suspend or terminate access for violations of these terms without prior notice.

10. Changes to Terms

We may update these terms from time to time. Continued use of the platform indicates acceptance of the revised terms.