Product Specific Terms

If you are using any of the product(s) or service(s) described below, the terms corresponding to those product(s) apply to your use. We periodically update this page by posting a revised copy at asora.com/legal/product-specific-terms/, so please check for current information.

1. Asora DMS
2. Connections
3. Reporting Applications
4. Consulting & Other Services
5. Service Level Commitment
6. Customer Support

In these Product Specific Terms all terms that are capitalised and not defined here shall have the meaning given to them in the Master Terms.

1. Asora DMS

Asora Data Management Service (“Asora DMS”) provides cloud storage for the Customer Data you store while using the Subscription Service.

• Storing of Customer Data: You agree to comply with all applicable laws, rules and regulations relating to the capture, storage and sharing of Customer Data when using the Subscription Service. You shall only collect and store Customer Data in accordance with applicable law and in particular, in respect of data relating to and/or provided by Clients or other relevant third parties, in accordance with a valid and binding Privacy Notice. You may use Asora tools to store Customer Data or to import Customer Data from another source. You represent and warrant that you have obtained all necessary rights to store such Customer Data with us and allow us to process that Customer Data to provide the Subscription Service to you.
• Unified: By using Asora DMS with other parts of the Subscription Service, you understand that all Customer Data will be stored in a unified database associated with your subscription, and that all workflows you use will pull from this unified database.
• Modifications: We may make changes to our Asora DMS product and Add-Ons to that product that may change the functionality provided to you during the Subscription Term.
• Private Cloud: You may choose our Private Cloud Add-On whereby your Customer Data will be in separate dedicated storage on our cloud provider’s servers.
• Vault: The ‘Vault’ feature allows you to store documents and other file types. Files that you upload using this feature are stored by us and may be shared with other Users of your Subscription Service.
• E-signature: An e-signature feature which allows you to obtain electronic signatures on documents may be provided as part of the Subscription Service. We strongly encourage you to take appropriate measures to secure, store and backup your important documents.
• Retrieval of Customer Data: For the Asora DMS, if you make a written request within thirty (30) days after termination or expiration of your subscription, we will provide you with temporary access to the Subscription Service to retrieve, or we will provide you with copies of, all Customer Data then in our possession or control. If we provide you with temporary access to the account, we may charge a re-activation fee. Thirty (30) days after termination or expiration of your Subscription, we will have no obligation to maintain or provide you the Customer Data. We will delete all Customer Data in our systems or otherwise in our control unless (i) we are legally prohibited or (ii) as set out in the ‘Deletion or Return of Personal Data’ section of the DPA, then such Personal Data shall be Processed in accordance with our DPA.
• Asora DMS Subscription Fees: The Subscription Fee for Asora DMS, unless fixed as part of your Order, will vary depending on the number of Users of the Subscription Service. We will monitor or audit remotely the number of Users in the Subscription Service. This information is available to you in your Asora account. This review and upgrade process will continue for each Billing Period during the Subscription Term. For details on renewal pricing, see the ‘Fees’ section of our Master Terms.

2. Connections

“Bank Connection” means a data-sync connection for a bank account to retrieve balances, transactions and other relevant information on that bank account.

“Investment Connection” means a data-sync connection for an investment account to retrieve holdings, transactions and other relevant information on that investment account.

“Provider Connection” means a data-sync connection with a provider of investment management or custodian services to facilitate an Investment Connection.

• Connections: Asora DMS allows you to sync Customer Data from other third party platforms and applications into the Subscription Service. You are responsible for ensuring the completeness, accuracy and configuration of all Customer Data transferred using the Connections data sync feature. You are also responsible for ensuring you have all necessary licences and consents to share the synched Customer Data with us.
• Connections Subscription Fees: The Subscription Fee for Connections, unless fixed as part of your Order, will vary depending on the number of Provider Connections, Investment Connections and Bank Connections used as part of the Subscription Service. We determine the number of Connections by reviewing your account at the end of each Billing Period. This review and upgrade process will continue for each Billing Period during the Subscription Term. For details on renewal pricing, see the ‘Fees’ section of our Master Terms.

3. Reporting Applications

The terms in this section apply to any purchase of the following products: Wealth App, Accounting App and Views App (each a “Reporting Application”). These products are available as an Add-On to any Asora DMS User.

• No Representation: The Reporting Applications use the data that is input into the system. We make no representation or warranty about the accuracy of data from Reporting Applications.
• Usage of Reporting: Reporting Applications provided as part of the Subscription Service are not intended to be used as systems of record for financial, tax, or regulatory reporting. You are responsible for ensuring the accuracy of reports derived using the Reporting Applications.
• Modifications: We may make changes to our Reporting Applications and Add-Ons that may change functionality during the Subscription Term.
• Reporting Applications Subscription Fees: The Subscription Fee for Reporting Applications, unless fixed as part of your Order, will vary depending on the number of Users. This review and upgrade process will continue for each Billing Period during the Subscription Term. For details on renewal pricing, see the ‘Fees’ section of our Master Terms.

4. Consulting and Other Services

• Consulting Services: You may purchase Consulting Services by placing an Order with us. Fees for these Consulting Services are in addition to your Subscription Fee. If you purchase recurring Consulting Services, they will renew with your subscription.
• All Consulting Services are performed remotely unless otherwise agreed. For on-site Consulting Services, you will reimburse reasonable expenses within thirty (30) days of invoice.
• If hours are included, they will expire after the indicated Expiration Period or within one hundred and eighty (180) days from purchase if unspecified. Deliverables will be completed within the stated Delivery Period or within one hundred and eighty (180) days if unspecified.
• If Consulting Services are incomplete due to your delay, they will be deemed complete. If incomplete due to our delay, the Delivery Period will be extended accordingly.
• Third Party Providers: We might provide some or all elements of the Consulting Services through third parties. Consulting Services are non-cancellable and all fees are non-refundable.
• Enrichment: “Enrichment Data” means investment, financial and other information we make available to you as part of your use of the Subscription Service. It excludes Personal Data. Enrichment Data may only be used in connection with your Subscription Service and may be changed or discontinued without notice.
• Beta: Beta Services are provided “as is” without warranty. We may suspend or terminate Beta Services at any time. You may be required to keep participation confidential and provide feedback, which we may use freely without payment or attribution.
• Brand: To host a root domain associated with your subscription, you must purchase the Brand Domain Add-On product.
• Third Party Sites and Products: You can integrate Third Party Sites and Products with the Subscription Service. We are not responsible for any Third-Party Sites or Products or related issues. Their availability does not constitute endorsement or warranty.

5. Service Level Commitment

Definitions:

• Priority 1: A critical full outage or severe issue causing complete inability to use the Subscription Service, with no workaround.
• Excluded: Unavailability due to events beyond our control (e.g., natural disasters, strikes, telecom failures, misuse, etc.).
• Service Uptime: (Total hours – unscheduled maintenance – Priority 1 durations – scheduled maintenance – Excluded) / (Total hours – scheduled maintenance – Excluded) × 100%.
• We will use commercially reasonable efforts to maintain 99.5% Service Uptime per calendar month.

6. Customer Support

If you pay a Subscription Fee, phone, email and in-app support are included. Premium support provides an enhanced level of service with a dedicated account manager.

• Phone: Support is available 8am–6pm GMT, Monday to Friday, excluding holidays in Ireland and the UK. We accept email and in-app support queries 24/7 at support@asora.com.
• Email and In-app: Responses are provided during phone support hours. We aim to respond within one business day. We may limit access if support is misused or abused.
• Support Scope: Issues from your custom API use or code modifications may be out of scope. We support only integrations listed in-app as supported by Asora.