AssetView Websites Terms of Use and Privacy Policy

Effective Date / Last Updated: January 19, 2026

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Overview and Scope

This AssetView Public Website Terms of Use and Privacy Policy (this “Policy”) applies only to Public Websites (as defined herein) and does not apply to Services (as defined herein).

If there is any conflict between this Policy and the AssetView Products and Services Privacy Policy, the AssetView Products and Services Privacy Policy controls with respect to Services.

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Key Definitions

• “AssetView,” “AV,” “we,” “our,” or “us” means AssetView LLC and/or its subsidiaries and affiliates.
• "Public Website" or "Public Websites" means AssetView’s public, marketing, and informational websites that link to or display this Policy, including www.assetview.com and other public-facing pages owned or operated by AssetView. AssetView Services are not considered Public Websites.
• "Services" means client.assetview.com and any other AV product or service that requires login or is governed by the AssetView License Agreement and the AssetView Products and Services Privacy Policy.
• "Personal Data" means information collected via the Public Website that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked (directly or indirectly) with an individual or household.
• “Open-Source Software” means software components, libraries, frameworks, or code made available under open-source licenses that may be included in, incorporated into, distributed with, or used in connection with the Public Websites.

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Availability

We aim to keep the Public Website accessible 24 hours a day, 7 days a week. However, access may be temporarily suspended due to maintenance, migration, updates, system issues, or Internet/network constraints. To the maximum extent permitted by law, AV disclaims liability for unavailability, interruptions, or delays in access to the Public Website.

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Intellectual Property Rights

AV is the owner (or authorized licensee) of the Public Website and the Content made available by AssetView through the Public Website, and retains all intellectual property rights related to the Public Website and such Content, excluding any third-party software components (including Open-Source Software) and other third-party materials that may be included in or used in connection with the Public Website, which are owned and licensed by their respective providers under their applicable terms or open-source licenses. Any content presently displayed or made available by AV in the future—such as text, logos, graphics, images, audio, digital downloads, and data compilations (collectively, “Content”)—is protected by United States and international intellectual property laws.

AV’s names and logos are trademarks of AV. You agree not to copy, reproduce, distribute, modify, create derivative works of, publicly display, or otherwise use any Content or trademarks except as expressly permitted by AV in writing. You may not use AV’s trademarks in a manner that could cause confusion, imply endorsement, or disparage or discredit AV.

Open-Source Software

The Public Website may include or use Open-Source Software. Open-Source Software is licensed under their applicable open-source licenses. To the extent this Policy conflicts with an applicable open-source license for Open-Source Software, the Open-Source Software license controls solely with respect to that Open-Source Software. Any required notices or license texts for Open-Source Software may be made available through the Public Website or on AV Websites (including /legal) and are provided for notice purposes.

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Disclaimer (No Advice)

Information on the Public Website is provided for general informational, educational, and entertainment purposes only and does not constitute legal, tax, financial, investment advice, or investment research and it is not intended to be, and should not be construed as, a recommendation, inducement, offer, or invitation to buy, sell, or hold any security or asset, or to engage in any investment activity or strategy. You acknowledge you should not rely on the Public Website as the sole basis for decisions. You should consult qualified professionals before making decisions. Investing involves risk, including possible loss of principal.

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Acceptable Use; Prohibited Conduct

You may use the Public Website only for lawful purposes and in accordance with this Policy. You agree not to (and not to attempt to): (a) access, scrape, crawl, harvest, or collect data from the Public Website using automated means (including bots, spiders, scrapers, or offline readers) except as except as expressly permitted by applicable law or with our prior written consent; (b) probe, scan, or test the vulnerability of the Public Website or any AssetView systems, or attempt to breach security or authentication measures; (c) interfere with, disrupt, or degrade the Public Website or related systems, including by introducing malware, conducting denial-of-service attacks, or attempting to bypass rate limits; (d) impersonate any person or entity, misrepresent your affiliation with AssetView, or provide false information; (e) use the Public Website in a manner that infringes or violates the rights of others, including intellectual property, privacy, or publicity rights; or (f) use the Public Website to transmit unlawful, harmful, or deceptive content. AssetView may suspend or block access to the Public Website at any time if we reasonably believe your use violates this Policy or could harm the Public Website, AssetView, or others. For clarity, nothing in this section is intended to restrict rights you may have under applicable open-source licenses with respect to Open-Source Software.

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Website Content; “As Is” Disclaimer

The Public Website and all content, materials, and information made available through it are provided on an “AS IS” and “AS AVAILABLE” basis. To the maximum extent permitted by law, AssetView disclaims all warranties of any kind, whether express, implied, statutory, or otherwise, including any implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, completeness, availability, or freedom from errors. AssetView does not warrant that the Public Website will be uninterrupted, timely, secure, or error-free, or that defects will be corrected.

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Limitation of Liability

To the maximum extent permitted by law, AssetView and its affiliates, officers, directors, employees, agents, and service providers will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenue, goodwill, data, or use, arising out of or related to your access to or use of (or inability to access or use) the Public Website, even if advised of the possibility of such damages. To the maximum extent permitted by law, AssetView’s total liability for all claims related to the Public Website will not exceed the amount you paid to us for use of the Public Website ($0).

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Indemnification

To the maximum extent permitted by law, you agree to defend, indemnify, and hold harmless AssetView and its affiliates, officers, directors, employees, agents, and service providers from and against any claims, liabilities, damages, judgments, losses, and expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) your use of the Public Website; (b) your violation of this Policy; or (c) your violation of any rights of another person or entity.

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Governing Law; Venue

This Policy (including these Website Terms) is governed by the laws of the State of Florida, without regard to conflict-of-laws principles. Except where prohibited by law, you agree that any dispute arising out of or relating to the Public Website or this Policy will be brought exclusively in the state or federal courts located in Miami-Dade County, Florida, and you consent to the personal jurisdiction of those courts.

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Personal Data Collected on Public Websites

The Public Website may collect information including, without limitation: your name (if you provide it), email address (if you submit it), cookie and similar technology identifiers, device or session identifiers, IP address, pages viewed, clicks and actions, referral URLs, and technical/device information (such as browser/OS type, version, and language).

AV uses Personal Data for purposes including:

• operating, maintaining, and improving the Public Website;
• understanding usage and performance (analytics);
• providing requested features and responding to inquiries;
• maintaining security and preventing fraud, abuse, and misuse; and
• supporting marketing and advertising efforts (where applicable).

AV may share Personal Data with:

• Internal personnel. AV employees and authorized personnel, only as needed for the purposes described above and subject to access controls and confidentiality obligations.
• Service providers. Third-party contractors, affiliates, subsidiaries, and other service providers that perform services on AV’s behalf, only as needed for the purposes described above. AV takes steps designed to limit such recipients’ access, use, and disclosure of Personal Data consistent with this Policy, including technical, organizational, and administrative safeguards.
• Legal and safety. In response to a subpoena, court order, or other lawful governmental request; where required or permitted by law; or when AV believes in good faith that disclosure is reasonably necessary to protect the rights, property, or safety of AV, our users, third parties, or the public.

For clarity, we do not sell Personal Data for money. Depending on your browser settings and choices, we may permit certain third-party analytics and advertising partners to collect information through cookies/pixels to measure ad performance or deliver ads, which may be considered “sharing” as defined under applicable law for cross-context behavioral advertising under some state privacy laws.

AV may retain Personal Data only as long as reasonably necessary for the purposes described in this Policy, unless a longer retention period is required or permitted by law, or needed for security, fraud prevention, dispute resolution, or enforcement of this Policy.

The Public Website may contain links to third-party websites not operated by us. AV does not control and is not responsible for the content, privacy policies, or practices of third-party sites, products, or services. You should review the terms and privacy policies of any third-party site you visit.

We take reasonable measures designed to protect Personal Data. However, no method of transmission over the Internet or electronic storage is 100% secure.

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Cookies, Pixels, and Similar Technologies

To enrich and improve your experience, the Public Website may use cookies, pixels, SDKs, and similar technologies (including those provided by third parties) to enable site functionality, remember preferences, understand usage, and support marketing and advertising (where applicable). These technologies may include open-source and third-party components used to enable site functionality, measure performance, and support security and fraud prevention. Cookies may be first-party (set by us) or third-party (set by others). Some cookies are strictly necessary for core site functionality and security. Advertising partners and social media platforms may use cookies or pixels to help measure ad performance, build audiences, and deliver ads that may be more relevant to you.

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Your Privacy Choices (All Visitors)

We provide choices regarding certain cookies and similar technologies used on the Public Website, including choices to opt out of targeted advertising that may be considered “sale” or “sharing” of Personal Data under certain U.S. state privacy laws when used for cross-context behavioral advertising.

You may opt out of cookies and similar technologies used for targeted advertising by using our cookie preference tools (where available) or by taking the steps below:

• Cookie Preferences: If a cookie preference tool is available on this page or via a banner, turn Advertising / Marketing cookies OFF.
• Browser Controls: You can also block or delete cookies using your browser settings.

Even if you opt out of targeted advertising cookies, the Public Website may still use strictly necessary cookies and similar technologies required for core functionality and security. If you opt out, we will limit the Public Website’s use of advertising cookies/pixels for the browser/device where you made the choice. Note that disabling certain cookies may affect site functionality.

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Global Privacy Control (Extended to All Visitors)

If your browser sends a Global Privacy Control (GPC) signal, we treat it as a request to opt out of the sale/sharing of Personal Data for that browser/device, where applicable. GPC is typically browser- and device-specific, so you may need to enable it separately on each browser or device you use.

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Privacy Requests (Extended to All Visitors)

Subject to verification and limited exceptions permitted by law, we extend the following privacy request options to all visitors of the Public Website regardless of where you live:

• Access: request access to Personal Data associated with you and information about how it is collected/used/disclosed.
• Deletion: request deletion of certain Personal Data.
• Correction: request correction of inaccurate Personal Data.

To submit a request, contact us at legal@assetview.com. We may need to verify your request (for example, by confirming access to the email address used to submit the request). Authorized agents may submit requests on your behalf where permitted by law.

We may take steps to verify your identity before fulfilling certain requests and may deny requests in limited circumstances permitted by law. Where required by law, you may appeal our decision by emailing legal@assetview.com with the subject line “Privacy Appeal."

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Business Transfers

If AV is involved in a merger, acquisition, reorganization, sale of assets, or bankruptcy, Personal Data may be transferred as part of that transaction. Any successor entity may continue to process Personal Data in accordance with this Policy, subject to applicable law.

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Policy Changes

We may update this Policy from time to time. The “Last Updated” date above reflects the effective date of the most recent version. If we make material changes, we may provide notice by posting the updated Policy on the Public Website and/or by other reasonable means (such as a banner or notice on the Public Website). Your continued use of the Public Website after the effective date of an updated Policy indicates your acknowledgment of the updated Policy to the extent permitted by law. We encourage you to review this Policy periodically.

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Additional Terms

Depending on your activities on the Public Website (for example, registering for events, submitting forms, or accessing gated materials), you may be required to agree to additional terms presented at the point of use.

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Contact Us

For questions, requests, or concerns regarding this Policy or your information, contact us at legal@assetview.com.