New tools for financial professionals managing marketing in-house

License

License Terms

Every WealthProTools product is sold under a single-business license.

What you may do

Use, edit, and adapt the files inside the purchasing business, including across team members of that business.

Publish adapted content under your own brand, in client communications, on social channels, in presentations, and in marketing campaigns.

Reuse the frameworks and templates for as many of your own campaigns as you like.

What is not permitted

Reselling, sublicensing, sharing, or redistributing the source files, in original or edited form.

Publishing the material as your own template, course, or product for sale.

Using the files across separate businesses or entities that did not purchase a license.

Attribution

Attribution is not required when you publish adapted content under your own brand.

Compliance responsibility

Resources are provided for educational and marketing-support purposes. Customers are responsible for reviewing materials with their own compliance, legal, or supervisory professionals before use.