Practice Genius provides Pipeline Genius and Review Genius as independently subscribed software products for independent financial advisory practices. Each product is billed and can be cancelled separately.
Subscriptions are billed monthly with no lock-in contract. Cancel at any time; access continues until the end of the paid period.
You retain ownership of all prospect and client data entered into the platform. On cancellation, you may request an export before your data is deleted from our systems.
Practice Genius manages the operational process around prospecting and client reviews. It does not provide financial advice, and is not a substitute for your practice's own regulatory and compliance obligations.
Questions about these terms: support@practicegenius.ai