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Spaces guarantees 30+ confirmed HNW appointments on your advisor bench within 90 days of launch, or we continue working at no additional cost until that commitment is met. This guarantee applies to firms managing $10B or more in AUM, or firms with 30 or more advisors. To qualify, firms must complete full onboarding within the first two weeks of engagement, and prospect criteria and advisor availability must be confirmed prior to launch. This guarantee is performance-based and requires consistent usage. To qualify, you must send 600+ messages per seat/account every month for 3 months. If you don't hit this usage level, the free-extension guarantee won't apply.
Spaces is an AI-powered business development platform offered through SpacesOS Inc. ("Spaces"), designed to assist enterprise RIA firms in generating and scheduling appointments with qualified prospective clients. All outputs, communications, and prospect interactions facilitated through the Spaces platform are for operational purposes only and do not constitute legal, compliance, financial, tax, or investment advice.
Spaces' capabilities are subject to limitations based on data input, user configuration, system permissions, and firm-specific onboarding. While Spaces works to deliver consistent, high-quality measurable AUM growth, it does not guarantee the accuracy, completeness, or reliability of all outputs beyond the terms stated in the applicable guarantee.
By using the Spaces platform or website, you understand and agree that Spaces provides technology and AI-powered tools to assist advisors in identifying, engaging, and scheduling calls with prospective clients. Spaces does not provide investment advice, make investment recommendations, endorse any advisor, or solicit clients on behalf of any advisor or firm. All communications sent through the Spaces platform are initiated under the sole direction and control of the advisor or firm, who remains solely responsible for reviewing, approving, and ensuring all outreach complies with applicable laws and regulations, including SEC and FINRA rules.
Nothing on this platform or website should be construed as an offer, recommendation, or solicitation to buy or sell any security. Spaces expressly disclaims any liability arising from the use of its technology, AI outputs, or platform services beyond what is expressly stated in your firm's service agreement. Advisors and firms using the platform acknowledge that they are responsible for all regulatory compliance obligations, including but not limited to record-keeping, disclosure requirements, and supervision of communications sent through the platform.
