Last updated: 2026-05-24

Terms of Service

These terms govern your use of ClientGen (the marketing operations platform at clientgen.app and related surfaces) provided by ClientGen, LLC. By signing up or by ClientGen running marketing on your behalf, you agree to these terms.

1. The service

ClientGen drafts, schedules, and deploys advisor-facing marketing — emails, social posts, ads, landing pages — and reports on outcomes. Every regulated asset is pre-flighted against your broker-dealer’s advertising rule pack and is held until both broker-dealer compliance and you have signed off. ClientGen does not provide legal, tax, accounting, or investment advice and does not become your fiduciary.

2. Your responsibilities

• Provide accurate, current information about your firm, your broker-dealer affiliation, your niche, and your contact list.
• Authorize ClientGen to act on your behalf with the third-party platforms you direct us to use (email service provider, ad platforms, LinkedIn).
• Honor consent and suppression for every contact we market to on your behalf. Provide consent records on request.
• Review and approve every asset before it goes live. Your approval is the final gate.
• Maintain your broker-dealer’s required disclosures and let us know promptly when they change.

3. Pricing + billing

Pricing is published at clientgen.app. The Free tier provides all ClientGen-built creative assets at no charge; the Run packages (Ignite 90, Spark, Presence, Full Suite) bill via Stripe and may be cancelled at any time. Ad-spend passthrough is funded by you directly to the ad platform; ClientGen does not mark up media.

Studio commissions through Finspire Creative are quoted per engagement and contracted separately.

4. What we won’t do

• Make performance promises (rates of return, growth projections) in any asset we generate.
• Fabricate testimonials, attribute statements to specific clients, or invent credentials.
• Recommend specific securities, products, or tax strategies.
• Publish or send anything that hasn't cleared compliance pre-flight and your approval.
• Bypass any consent or suppression flag on a contact in your book.
• Scrape data in violation of any third party's terms of service.

5. Confidentiality + ownership

Marketing assets ClientGen drafts in your brand are yours. ClientGen retains the right to use aggregated, de-identified performance data to improve the service. Your firm’s brand assets and your client/lead data remain yours; we process them only to operate the service for you.

6. Recordkeeping

Per SEC 17a-4 / FINRA 4511, ClientGen maintains a write-once, read-many archive of every advisor-facing communication and an immutable audit log of every agent action. Copies are available to your broker-dealer on request. We retain records for seven years or longer where your broker-dealer requires.

7. Termination

You may cancel Run packages at the end of any billing month. ClientGen may terminate or suspend service for material breach (failure to honor consent, attempted abuse of the platform, non-payment) with notice. On termination we delete data not subject to recordkeeping obligations within 90 days and provide an export on request.

8. Limitation of liability

To the maximum extent permitted by law, ClientGen’s liability is limited to the fees paid in the trailing twelve months. We do not warrant any specific marketing outcome — meetings, conversions, AUM growth. The advisor remains responsible for compliance with their broker-dealer and applicable regulations.

9. Disputes

These terms are governed by Delaware law. Any dispute will be resolved by binding arbitration in Wilmington, Delaware, except either party may seek injunctive relief in court for misuse of confidential information or intellectual property.

10. Contact

ClientGen, LLC
[email protected]

These terms are draft pending counsel review.