Use of the platform
WealthPie sells SaaS subscriptions for self-directed portfolio tracking and educational allocation planning. WealthPie does not process investment funds or recommend securities.
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These terms explain the intended use of WealthPie across web, iPhone, and Android experiences for pie-based investing, automated allocation, and portfolio planning.
WealthPie sells SaaS subscriptions for self-directed portfolio tracking and educational allocation planning. WealthPie does not process investment funds or recommend securities.
WealthPie is not a broker-dealer, investment adviser, portfolio manager, custodian, bank, or tax adviser. WealthPie does not custody funds, hold assets, process investment deposits, recommend securities, or provide investment advice.
Charts, performance numbers, reviews, and market data shown in this application may be sample data for design and testing purposes unless explicitly connected to a live provider.
Users are solely responsible for keeping account credentials secure, selecting securities, reviewing allocation percentages before saving, making allocation decisions, and understanding any tax or investment impact before changing pies or slices.
Stripe or Dodo Payments may be used only for WealthPie subscription billing. Subscription payments are not investment deposits and are not used to buy securities.
WealthPie may update these terms as the product evolves. Continued use of the application after an update means you accept the revised terms.