Ogolvy Wealth, LLC d/b/a Field Wealth Intelligence
Effective Date: May 27, 2026
These Terms of Use ("Terms") govern your access to and use of the services, platforms, websites, applications, APIs, and related technology (collectively, the "Services") provided by Ogolvy Wealth, LLC d/b/a Field Wealth Intelligence ("Field," "we," "us," or "our"), accessible at fieldwealth.ai, bridgeft.com, and precept.sh (the "Websites"). By accessing or using the Services, you ("Client," "you," or "your") acknowledge that you have read, understood, and agree to be bound by these Terms, together with any applicable client agreement, order form, data processing addendum, or data-permission schedule (collectively, the "Agreement"). If you do not agree to these Terms, you must not access or use the Services.
These Terms are intended for use by Registered Investment Advisers ("RIAs"), Asset Managers, and other business entities that contract with Field for data normalization and other services. Field is a business-to-business technology company and does not provide services directly to individual consumers. Field is not a registered investment adviser and does not provide investment advisory, brokerage, custody, portfolio management, or individualized financial-planning services to any person or entity.
Field provides data infrastructure services as part of the private wealth ecosystem. The Services include, but are not limited to, the following:
Data Normalization Services. Field ingests and normalizes data across multiple data sources used by its clients through schema mapping, data cleansing, validation, enrichment, and delivery via a unified API or flat file delivery. The purpose of the Data Normalization Services is to provide Field's clients with one normalized data feed from any data source, enriched, validated, and delivered in a standardized format.
Other Services. When commercially available, Field may facilitate a data network connecting RIAs to Asset Managers. The data network provides aggregated, deidentified, or pseudonymized analytics subject to contractual restrictions, technical safeguards, minimum cohort thresholds where appropriate, and prohibitions on reidentification and onward disclosure. Field does not disclose identifiable household-level or account-level Nonpublic Personal Information ("NPI") to Asset Managers through the data network unless expressly authorized by the applicable RIA client and permitted by law.
Websites. Field operates the Websites to provide information about its services, facilitate client onboarding and account administration, and deliver the Services. Use of the Websites is subject to these Terms.
The Services are available only to business entities and their authorized representatives. By accessing or using the Services, you represent and warrant that: (a) you are at least 18 years of age; (b) you have the legal authority to bind the entity on whose behalf you are accessing the Services; (c) you are accessing the Services solely for lawful business purposes; and (d) your use of the Services will comply with all applicable laws, rules, and regulations.
You are responsible for maintaining the confidentiality of your account credentials, including usernames, passwords, and API keys. You agree to notify Field immediately of any unauthorized access to or use of your account. Field shall not be liable for any loss or damage arising from your failure to safeguard your account credentials.
All data submitted, uploaded, transmitted, or otherwise made available to Field by or on behalf of a Client in connection with the Services ("Client Data") remains the property of the Client, subject to the terms and conditions of the applicable Agreement. Field processes Client Data only for the limited purposes authorized by the applicable Agreement and Client instructions.
Field's data architecture recognizes a four-tier structure encompassing RIA-level aggregate data, individual advisor-level data, household-level data, and individual account-level data. The classification, handling, and permissible use of each tier of data is governed by the applicable Agreement, including any data processing addendum and data-permission schedule.
Client is solely responsible for ensuring that it has obtained all necessary rights, permissions, consents, and authorizations required under applicable law, regulation, and contract to submit Client Data to Field and to authorize Field's processing of such data in accordance with the Agreement. Client represents and warrants that all Client Data provided to Field has been collected, maintained, and transmitted in compliance with all applicable laws and regulations, including the Gramm-Leach-Bliley Act, Regulation S-P, and applicable state privacy laws.
The Services provided by Field are dependent upon data inputted, submitted, or otherwise made available by Clients, third-party custodians, CRM platforms, portfolio management systems, and other external data sources (collectively, "Input Data"). Field makes no representation or warranty, express or implied, regarding the accuracy, completeness, timeliness, reliability, quality, or suitability of any Input Data or any output, report, analysis, normalized data feed, or other result generated by the Services based on such Input Data (collectively, "Output Data"). Client acknowledges and agrees that (a) Client is solely responsible for independently verifying the accuracy and completeness of all Output Data before relying upon it for any purpose, including without limitation any client-facing communications, regulatory filings, investment decisions, portfolio management activities, or compliance obligations. Client assumes all risk associated with its use of and reliance upon Output Data and (b) Field shall not be liable for any loss, damage, cost, expense, claim, or liability of any kind arising from or related to any inaccuracy, error, omission, delay, or deficiency in Input Data or Output Data, including without limitation any decision made or action taken by Client or any third party in reliance upon Output Data.
All intellectual property rights in and to the Services, the Websites, and any technology, software, algorithms, methodologies, data models, schemas, APIs, documentation, user interfaces, trade secrets, domain names, trademarks, service marks, logos, any other indicia of origin and other proprietary materials developed, owned, or licensed by Field (collectively, "Field IP") are and shall remain, as between the parties, the exclusive property of Field. Nothing in these Terms grants Client any ownership interest in or license to Field IP except for the limited right to access and use the Services in accordance with the Agreement.
Client shall not: (a) copy, modify, adapt, translate, reverse engineer, decompile, disassemble, or create derivative works based on the Services or any Field IP; (b) sublicense, sell, lease, rent, distribute, or otherwise transfer access to the Services to any third party except as expressly permitted in the Agreement; (c) remove, alter, or obscure any proprietary notices, labels, or marks on the Services or Field IP; or (d) use the Services or Field IP for any purpose other than as expressly authorized in the Agreement.
To the extent that Field develops any aggregated, deidentified, or anonymized data, analytics, benchmarks, or derivative insights from Client Data in accordance with the Agreement, Field retains ownership of such derived outputs, provided that such outputs do not identify or permit the identification of any individual, household, account, advisor, or RIA client in violation of the Agreement or applicable law.
Client agrees to use the Services only for lawful purposes and in accordance with these Terms and the applicable Agreement. Client shall not, and shall not permit any third party to: (a) use the Services in any manner that violates any applicable law, rule, or regulation, including without limitation federal and state securities laws, the Gramm-Leach-Bliley Act, Regulation S-P, and applicable state privacy and data protection laws; (b) use the Services to transmit any malicious code, virus, worm, or harmful software; (c) attempt to gain unauthorized access to the Services, other accounts, computer systems, or networks connected to the Services; (d) interfere with or disrupt the integrity, performance, or availability of the Services; (e) use the Services to engage in any activity that is fraudulent, deceptive, misleading, or harmful; (f) attempt to reidentify any deidentified, pseudonymized, or aggregated data provided through the Services; (g) use any Output Data for purposes of contacting, soliciting, or marketing directly to individuals whose data has been deidentified or pseudonymized through the Services, except as expressly authorized in the Agreement; or (h) scrape, crawl, or use automated means to access the Services or extract data therefrom, except through authorized API integrations.
Except as expressly set forth in the applicable Agreement, the Services, the Websites, and all Output Data are provided on an "as is" and "as available" basis without warranties of any kind, whether express, implied, statutory, or otherwise. To the fullest extent permitted by applicable law, Field disclaims all warranties, including without limitation any implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, reliability, completeness, timeliness, and quality. Field does not warrant that the Services will be uninterrupted, error-free, secure, or free of viruses or other harmful components. Field does not warrant that any errors or defects in the Services will be corrected. Field does not warrant that the Output Data will meet Client's requirements or expectations or that the results obtained from the use of the Services will be accurate, reliable, or complete.
Field is not a registered investment adviser and does not provide investment advisory, brokerage, portfolio management, or financial planning services. Nothing in the Services or Output Data shall be construed as investment advice, a recommendation, or a solicitation to buy, sell, or hold any security or financial product.
Notwithstanding any other provision of this Agreement, under no circumstances shall Field be liable to Client, any Client's clients, or any other person for trading losses or any other losses resulting from Client's use or its Client's use of (or inability to use) the Services, whether such liability is asserted on the basis of contract, tort (including negligence or strict liability) or otherwise and whether or not foreseeable, even if Field has been advised or was aware of the possibility of such loss or damages.
To the fullest extent permitted by applicable law, in no event shall Field, its officers, directors, employees, agents, affiliates, successors, or assigns be liable for any indirect, incidental, special, consequential, punitive, or exemplary damages, including without limitation damages for loss of profits, revenue, goodwill, data, business opportunities, or other intangible losses, arising out of or in connection with these Terms, the Services, or the use or inability to use the Services, whether based on warranty, contract, tort (including negligence), strict liability, or any other legal theory, even if Field has been advised of the possibility of such damages.
To the fullest extent permitted by applicable law, Field shall not be liable for any action arising out of or in connection with these Terms or the Services.
The limitations set forth in this section shall apply regardless of whether the alleged liability is based on contract, tort, negligence, strict liability, or any other basis and regardless of whether Field has been advised of the possibility of such damage. These limitations shall apply notwithstanding any failure of essential purpose of any limited remedy.
Client agrees to indemnify, defend, and hold harmless Field and its officers, directors, employees, agents, affiliates, successors, and assigns from and against any and all claims, demands, actions, liabilities, losses, damages, judgments, settlements, costs, and expenses (including reasonable attorneys' fees) arising out of or in connection with: (a) Client's use of the Services in violation of these Terms or the applicable Agreement; (b) any breach of Client's representations, warranties, or obligations under these Terms; (c) any claim arising from the accuracy, completeness, legality, or quality of Client Data or any Input Data submitted by or on behalf of Client; (d) any claim by an individual consumer, regulatory authority, or third party arising from Client's use of Output Data, including any claim that Client relied upon Output Data without independent verification; or (e) any violation of applicable law, regulation, or contractual obligation by Client in connection with its use of the Services.
Each party agrees to maintain the confidentiality of all Confidential Information received from the other party. "Confidential Information" means any information disclosed by one party to the other that is designated as confidential or that, given the nature of the information or the circumstances of disclosure, should reasonably be understood to be confidential. Confidential Information does not include information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was known to the receiving party prior to disclosure without restriction on use or disclosure; (c) is independently developed by the receiving party without reference to the disclosing party's Confidential Information; or (d) is rightfully obtained by the receiving party from a third party without restriction on use or disclosure.
The receiving party may disclose Confidential Information if required by law, regulation, or court order, provided that the receiving party gives the disclosing party prompt written notice (to the extent legally permitted) and cooperates with the disclosing party's efforts to obtain a protective order or other appropriate remedy.
These Terms are effective as of the date you first access or use the Services and shall remain in effect until terminated in accordance with this Section or the applicable Agreement. Either party may terminate these Terms in accordance with the termination provisions set forth in the applicable Agreement. Field may suspend or terminate your access to the Services immediately, without prior notice or liability, if you breach any provision of these Terms or the applicable Agreement.
Upon termination, Client's right to access and use the Services shall immediately cease. Field will return or destroy Client Data in accordance with the terms of the applicable Agreement, subject to backup-retention cycles, legal holds, security and audit logging, and other legally permitted exceptions. Sections 5 through 11, and any other provisions that by their nature should survive termination, shall survive the termination or expiration of these Terms.
Field may, directly or indirectly, suspend your access to or use of all or any part of the Services without incurring any resulting obligation or liability, if: (a) Field receives a judicial or other governmental demand or order, subpoena, or law enforcement request that expressly or by reasonable implication requires Field to do so or Field is required to do so to comply with applicable law; (b) Field believes in its reasonable discretion, that (i) your account or credentials have been compromised or (ii) your use of the Services poses a security risk to the Services or Field's infrastructure; or (c) a security incident has been threatened or has occurred that, in Field's reasonable judgment, threatens the confidentiality, integrity, or availability of the Services (each, a "Service Suspension"). Field will resume providing access to the Services, as applicable, as soon as reasonably practicable after the event giving rise to the Service Suspension is cured, where curable. Field will have no liability for any damage, liabilities, losses (including loss of data or profits), or any other consequences that you may incur because of a Service Suspension.
These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws principles. Any dispute, claim, or controversy arising out of or relating to these Terms or the Services shall be resolved in accordance with the dispute resolution provisions set forth in the applicable Agreement. In the absence of such provisions, any such dispute shall be submitted to the exclusive jurisdiction of the state and federal courts located in New York, New York, and each party irrevocably consents to the personal jurisdiction of such courts.
Field reserves the right to modify these Terms at any time. When we make material changes, we will notify Clients through our standard communication channels and update the Effective Date at the top of this document. Your continued use of the Services following the posting of revised Terms constitutes your acceptance of such changes. If you do not agree to the revised Terms, you must discontinue your use of the Services.
Entire Agreement. These Terms, together with the applicable Agreement, constitute the entire agreement between the parties with respect to the subject matter hereof and supersede all prior or contemporaneous communications, representations, or agreements, whether oral or written. In the event of a conflict between these Terms and the applicable Agreement, the applicable Agreement shall control.
Severability. If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid, illegal, or unenforceable provision shall be modified to the minimum extent necessary to make it valid, legal, and enforceable while preserving the parties' original intent.
Waiver. No waiver of any provision of these Terms shall be effective unless in writing and signed by the party against whom enforcement is sought. No failure or delay by either party in exercising any right or remedy shall operate as a waiver thereof.
Assignment. Client may not assign or transfer these Terms or any rights or obligations hereunder without Field's prior written consent. Field may assign these Terms in connection with a merger, acquisition, reorganization, or sale of substantially all of its assets.
Force Majeure. Field shall not be liable for any failure or delay in performing its obligations under these Terms to the extent that such failure or delay results from circumstances beyond Field's reasonable control, including without limitation acts of God, natural disasters, pandemics, government actions, war, terrorism, labor disputes, power failures, internet or telecommunications failures, cyberattacks, or third-party service disruptions.
Notices. All notices required or permitted under these Terms shall be in writing and delivered in accordance with the notice provisions of the applicable Agreement. In the absence of such provisions, notices shall be sent to the addresses on file for each party.
No Third-Party Beneficiaries. These Terms are for the sole benefit of the parties hereto and their permitted successors and assigns. Nothing in these Terms, express or implied, is intended to or shall confer upon any third party any legal or equitable right, benefit, or remedy of any nature whatsoever.
If you have questions regarding these Terms, please contact us at:
Ogolvy Wealth, LLC d/b/a Field Wealth Intelligence
Attn: Legal Department
270 Madison Ave, Suite 301
New York, New York 10016
contracts@fieldwealth.ai
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