Advisor Membership Agreement | Blueprint Wealth AI™

This Advisor Membership Agreement (“Agreement”) governs your access to and use of Blueprint Wealth AI™ — a proprietary retirement planning technology platform (the “Platform”). By creating an advisor account or accessing the Platform, you (“Advisor,” “you”) agree to be bound by this Agreement.

1. Membership Grant

Subject to ongoing payment of applicable subscription fees and continued compliance with this Agreement, Blueprint Wealth AI™ grants you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access the Platform solely for use within your own advisory practice.

2. Authorized Users & Seat Limits

Each membership is issued to a single named individual advisor.
Login credentials may not be shared, pooled, or rotated among staff.
Additional seats must be purchased for each additional user.
We may audit usage and suspend accounts that exceed purchased seats.

3. Restrictions

As a condition of membership, you agree NOT to:

copy, mirror, scrape, or reproduce any part of the Platform;
recreate, clone, or reverse engineer the calculators, scoring engines, or methodology;
redistribute, resell, sublicense, or white-label the Platform without a written agreement;
remove, alter, or obscure trademarks, copyright notices, or watermarks on PDFs and reports;
use the Platform to build, train, or benchmark a competing product or AI model.

4. Fees, Renewal & Termination

Memberships renew automatically on the stated billing cycle until cancelled. We may suspend or terminate access immediately for non-payment, breach of this Agreement, or misuse of the Platform. Upon termination, all license rights cease and you must stop using the Platform and any downloaded materials.

5. Confidentiality

The Platform, its methodology, screens, formulas, prompts, scoring tiers, and report templates are confidential and proprietary. You agree to protect them with at least the same care you use for your own confidential information, and never less than reasonable care.

6. Compliance & Professional Responsibility

The Platform is a software tool. You remain solely responsible for the advice you give to your clients, for regulatory compliance (SEC, FINRA, state, IRS, CMS), and for the accuracy of inputs you enter.

7. No Warranty; Limitation of Liability

The Platform is provided “AS IS.” To the maximum extent permitted by law, Blueprint Wealth AI™ disclaims all warranties and shall not be liable for any indirect, incidental, consequential, special, or punitive damages arising from your use of the Platform.

8. Changes

We may update this Agreement from time to time. Continued use of the Platform after changes are posted constitutes acceptance.