CRM License Agreement

CRM License Agreement

This CRM License Agreement governs the use of AltsData's Customer Relationship Management features integrated within our alternative investment platform.

License Grant

AltsData grants you a non-exclusive, non-transferable license to use the CRM features for managing client relationships, tracking interactions, and organizing investment-related communications in accordance with these terms.

CRM Data Ownership

You retain ownership of all client contact information, interaction records, and relationship data entered into the CRM system. AltsData serves as a secure data processor for your CRM information.

Professional Use Requirements

CRM features must be used in compliance with applicable privacy laws, financial regulations, and professional conduct standards governing client relationship management in the investment advisory industry.

Data Security and Privacy

All CRM data is protected with enterprise-grade security measures including encryption, access controls, and audit trails. Client information is never shared without explicit authorization.

Integration with Investment Platform

CRM data may be linked with portfolio information and investment records to provide comprehensive client management capabilities while maintaining appropriate data segregation and security.

Compliance and Record-Keeping

CRM records may be subject to regulatory record-keeping requirements. Users are responsible for ensuring compliance with applicable securities regulations and privacy laws.