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Terms of Service

Draft website terms. This page is a practical placeholder for the public website. Have counsel review before relying on it for customer contracts.

Use of the platform

Lasani.ai provides portfolio analytics software for investment professionals. Users are responsible for their own investment decisions, client communications, and compliance obligations.

No investment advice

Lasani.ai software outputs, reports, AI summaries, backtests, stress tests, model results, and factor analysis are informational and analytical tools. They do not constitute individualized investment advice or a recommendation to buy, sell, or hold any security.

No advisory relationship

Lasani.ai is a software tool for investment professionals. Use of the platform does not create an investment advisory or fiduciary relationship. Lasani.ai does not manage accounts, place trades, or take custody of assets.

Your inputs and decisions

Results are generated from the inputs you choose, including the securities universe, objectives, constraints, and rebalancing settings. You are responsible for reviewing outputs and for your own investment decisions.

Data and accuracy

Market, fundamental, and reference data come from third-party sources and may contain errors, delays, or omissions. The platform and its outputs are provided "as is" without warranties of any kind.

Limitation of liability

To the fullest extent permitted by law, Lasani.ai is not liable for investment losses or for indirect, incidental, or consequential damages arising from use of the platform or reliance on its outputs.

Hypothetical and backtested results

Hypothetical, backtested, simulated, stress-test, and model results are subject to assumptions, limitations, data availability, model risk, and other constraints. Past performance and hypothetical results are not indicative of future results.

Accounts and access

Access may be limited by plan, seat count, usage limits, integrations, and agreed subscription terms.

Contact

Questions may be sent to [email protected].

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For investment professionals only. Not for distribution to retail investors. Lasani.ai provides software, analytics, and educational outputs; it does not provide investment advice or recommend securities or portfolios. Users are responsible for their own investment decisions. Backtested, hypothetical, stress-test, model, and factor results are for illustrative purposes only, do not represent actual client results, and do not guarantee future results.

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