Terms of service

Last updated October 1, 2026

Plain-language terms for firms using Nestive. Your firm owns its data, you can leave at any time with your data, and Nestive is software that supports your team; it doesn't give investment advice or place trades.

1. The agreement

These terms are an agreement between Nestive LLC ("Nestive," "we") and the firm that subscribes to Nestive (the "Customer," "you"). By using the Service, the person accepting on the Customer's behalf confirms they have authority to do so. A signed order form or written agreement with a firm takes priority over these terms where they differ.

2. The Service

Nestive is operations software: households, tasks, alerts, and connections to systems you already use. Nestive does not provide investment, legal, tax, or compliance advice, does not hold or move money, and does not place trades. Your firm remains responsible for its advice, its regulatory obligations, and the decisions its people make using the Service.

Connections to third-party systems (such as CRMs and custodians) depend on those providers' services and permissions, which can change. What syncs depends on what each system allows.

3. Accounts

Access is by invitation. You're responsible for who you invite, for keeping their email accounts secure, and for removing people who should no longer have access. Tell us promptly at admin@nestivehq.com if you suspect unauthorized use.

4. Your data

You own your Customer Data. You give Nestive permission to host, process, and display it only to provide and support the Service for you, as described in our Privacy policy and Data Processing Agreement. You're responsible for having the right to put Customer Data into the Service. We don't sell Customer Data or use it for advertising.

5. Acceptable use

Don't misuse the Service. For example, don't try to access another firm's data, probe or overload our systems, upload malicious code, resell the Service, or use it to break the law.

6. Fees

Subscriptions are billed monthly in advance at the plan price shown on nestivehq.com or in your order form, based on your plan and seat limit. Fees are non-refundable except where required by law or stated in writing. We'll give at least 30 days' notice of a price change, which takes effect at your next renewal. If payment is overdue, we may limit the Service after notice; your data is not deleted for late payment.

7. Early access

Some features, including certain connections, may be offered as early access. They're provided as-is while we build them out, and we'll tell you which features those are.

8. Ending the subscription

You can cancel at any time; the Service continues until the end of the period you've paid for. We can end the agreement if you materially breach it and don't fix the breach within 30 days of notice. After cancellation you can export your data, and we delete Customer Data as described in the Privacy policy.

9. Confidentiality and security

Each of us will protect the other's confidential information with reasonable care and use it only for this agreement. We maintain the safeguards described in our Privacy policy and security overview, and we'll notify you of a security incident affecting your Customer Data without undue delay and within 72 hours.

10. Warranties and disclaimers

We'll provide the Service with reasonable skill and care. Otherwise, the Service is provided "as is," and to the extent the law allows, we disclaim implied warranties, including merchantability and fitness for a particular purpose. We don't guarantee the Service will be uninterrupted or error-free, or that third-party systems will always be available.

11. Limitation of liability

To the extent the law allows: neither party is liable for indirect, incidental, special, or consequential damages, or lost profits; and each party's total liability under this agreement is limited to the fees the Customer paid in the 12 months before the claim. These limits don't apply to a party's breach of confidentiality, your payment obligations, or liability that can't be limited by law.

12. General

These terms are governed by the laws of the State of New Jersey. We may update them; we'll give firm administrators at least 30 days' notice of material changes. Neither party may assign this agreement without the other's consent, except as part of a merger or sale of its business. If any part is unenforceable, the rest still applies.

13. Contact

Nestive LLC · admin@nestivehq.com