What the desk does
Market and filing information read against your clients' holdings, AI summaries and drafts, client records and call notes.
Terms of use
Terms of use. The short version first.
Morning Desk ("the desk") is software from Vertical AI Inc. ("we") that helps licensed advisers prepare for the trading day. By signing in, you agree to these terms for yourself and your firm. Pilot firms are covered by their pilot agreement where it differs.
- Information, not adviceFacts for licensed professionals. No buy, sell or hold recommendations.
- You send, not usDrafts only go to a client when you send them.
- Check before you relyAI can make mistakes. The desk flags problems; you review.
- Your data is yoursUsed only to run the desk for your firm. Never to train AI.
- 7-day free trialNo card required to start.
- Cancel any timeYour plan runs to the end of the period already paid.
The service
Information, not advice
- Factual information for licensed professionals.
- You and your licensee remain responsible for any advice you give and any message you send.
- Prices and data may be delayed, incomplete or from third parties. Past movements are not forecasts.
- No personal financial advice.
- No recommendation to buy, sell or hold any investment.
AI can be wrong
Summaries, drafts, briefs and answers can contain errors. The desk checks figures against its sources and flags problems, but you must review anything before relying on it or passing it on.
Your account and your firm
- Keep your sign-in to yourself. Your firm is responsible for who it invites and how they use the desk.
- Use the desk lawfully and in line with your licence.
- You confirm you have the right to put your clients' information in, including any consent your obligations require.
- Don't use it to mislead clients, scrape or resell its data, or attack or overload the service.
Data and billing
Your data
Your firm owns its client data. We use it only to provide and improve the service for your firm, as set out in our privacy policy. We do not use it to train AI models. When you leave, we return or delete it on request.
Trials, plans and billing
- Free 7-day trial, no card required.
- Billed monthly per adviser, in US dollars, through Stripe.
- Licensed data passed through at cost where a plan includes it.
- Prices may change with 30 days' notice.
- Cancel any time; the plan runs to the end of the period paid.
The fine print
Availability
We work to keep the desk available before and during market hours, but we don't guarantee it will be uninterrupted or error-free. Keep your usual tools for anything time-critical, such as placing trades.
Liability
To the extent the law allows, we are not liable for trading losses, lost profits or indirect losses arising from use of the desk, and our total liability in any 12 months is limited to the fees your firm paid in that period. Nothing in these terms excludes rights you have under the Australian Consumer Law that cannot be excluded.
Ending
Either side can end the service with notice. We may suspend access that breaches these terms or puts the service or other firms at risk.
Changes
We may update these terms and will tell firms about significant changes before they take effect.
Questions about these terms?
Vertical AI Inc. · legal@verticalinc.ai