$60 USD per user per year $60 per year/per user (no minimum number of users) 14-day free trial
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Concenter Services provides business solutions for financial advisors through the selection and adaptation of 'right-sized' technology. We seek to be our clients' most trusted, objective and respected source of IT expertise and partner of choice for firms that want to create a competitive advantage through technology. Providing your firm with the advantages of efficient technology is Concenter's primary focus and our benchmark for success. Concenter takes the same approach to managing your technology environment as you do with your clients' financial matters. Our pledge is to earn your trust through honesty, and your respect; not only by having great expertise, but sharing it generously and applying it effectively.
Concenter Services, LLC. Master License Agreement\r<BR>BY CLICKING THE "I ACCEPT" BUTTON DISPLAYED AS PART OF THE “GET IT NOW” APPEXCHANGE INSTALLATION PROCESS OR BY SIGNING THE CONCENTER SERVICES’ ORDER FORM, YOU AGREE TO THE FOLLOWING TERMS AND CONDITIONS (THE "AGREEMENT") GOVERNING YOUR USE OF CONCENTER SERVICES’ ONLINE SERVICES ("SERVICE"). IF YOU ARE ENTERING INTO THIS AGREEMENT ON BEHALF OF A COMPANY OR OTHER LEGAL ENTITY, YOU REPRESENT THAT YOU HAVE THE AUTHORITY TO BIND SUCH ENTITY TO THESE TERMS AND CONDITIONS, IN WHICH CASE THE TERMS "YOU" OR "YOUR" SHALL REFER TO SUCH ENTITY. IF YOU DO NOT HAVE SUCH AUTHORITY, OR IF YOU DO NOT AGREE WITH THESE TERMS AND CONDITIONS, YOU MUST SELECT THE "I DECLINE" BUTTON AND MAY NOT USE THE SERVICE.\r<BR>For reference, a Definitions section is included at the end of this Agreement.\r<BR>Concenter Services, LLC. offers a 14 day no cost trial of its Service with no further obligation. At the end of\r<BR>your 14 day free trial, you must pay Concenter Services, LLC. the applicable subscription fees to continue use of the Service.\r<BR>1 The Service\r<BR>This Agreement governs your use of the Concenter Services LLC. online software solutions, collectively the "Service." Concenter Services LLC. maintains the Service, which is hosted by Salesforce.com. The Service is installed through the Salesforce AppExchange and routine updates to the Service may be made available to subscribers.\r<BR>2 License Grant & Restrictions\r<BR>2.1 Subscription to the Service. Subject to the terms of this Agreement, Concenter Services LLC. hereby grants to you a non‐sublicensable, non‐transferable, non‐exclusive subscription to access and use the Service by the number of Users for which you have paid the applicable subscription fee, in accordance with the Documentation and solely for your internal business purposes as allowed by the Service. Concenter Services LLC. and its licensors reserve all rights not expressly granted to you in this Agreement.\r<BR>2.2 Additional Users. If you wish to add additional Users (“Additional Users”), you must submit a new executed order form supplied by Concenter Services LLC. (“New Order Form”). Upon Concenter Services LLC.’s acceptance of the New Order Form, Concenter Services LLC. shall make the Service available to the Additional Users on the terms and conditions set forth in this Agreement and the accepted New Order Form. With respect to Additional Users: (i) the term of the Additional Users’ access to the Service will be coterminous with the preexisting subscription term (either initial term or renewal term), and (ii) you will be responsible for any additional fees for the Additional Users in full for the month in which the New Order Form is accepted by Concenter Services LLC.\r<BR>2.3 Restrictions. You shall not (i) license, sublicense, sell, resell, use as a service bureau, or otherwise use the Service for a third party’s benefit unless such use has been authorized by Concenter Services LLC.; (ii) transfer, assign, distribute or otherwise commercially exploit or make the Service or Content available to any third party not authorized by Concenter Services LLC.; (iii) modify or make derivative works based upon the Service or the Content; (iv) create Internet “links” to the Service or “frame” or “mirror” any Content on any other server or wireless or Internet‐based device; (v) reverse engineer or decompile the Service or Concenter Services LLC. System; (vi) interfere with in any manner the Service or Concenter Services LLC. System, or (vii) access the Service for purposes of monitoring its availability, performance or functionality, or for any other benchmarking or competitive purposes.\r<BR>3 Your Responsibilities\r<BR>You are responsible for all activity occurring under your User accounts and shall abide by all applicable local, state, national and foreign laws, treaties and regulations in connection with your use of the Service, including those related to data privacy, international communications and the transmission of technical or personal data. You shall: (i) use commercially reasonable efforts to prevent unauthorized access to, or use of, the Service, and will notify Concenter Services LLC. promptly of any unauthorized use of any password or account or any other known or suspected breach of security; (ii) report to Concenter Services LLC. immediately and use reasonable efforts to stop immediately any unauthorized copying or distribution of Content or data that is known or suspected by you or your Users; and (iii) not impersonate another Concenter Services LLC. user or provide false identity information to gain access to or use the Service. You will not use your access to the Service to: (a) access or copy any data or information of other users without their consent; (b) harvest, collect, gather or assemble information or\r<BR>data regarding other users without their consent; (c) knowingly interfere with or disrupt the integrity or performance of the Service or the data contained therein; or (d) harass or interfere with another user\'s use and enjoyment of the Service.\r<BR>4 Security; Customer Data\r<BR>4.1 Security. Concenter Services LLC. does not control, and has no responsibility or liability for, security issues caused by the Salesforce.com Service. You acknowledge and agree that, notwithstanding such Appropriate Security Measures, use of or connection to the Internet provides the potential opportunity for unauthorized third parties to circumvent such precautions and illegally gain access to the Service and Customer Data.\r<BR>4.2 Customer Data. Concenter Services LLC. does not own Customer Data. You are solely responsible for Customer Data, including without limitation the accuracy, quality, integrity, legality, reliability, appropriateness of Customer Data, and any intellectual property ownership or right to use Customer Data. Concenter Services LLC. is not responsible for the deletion, alteration, or loss of, or failure to store any Customer Data, except to the extent caused by Concenter Services LLC.’s gross negligence or intentional misconduct. You hereby agree to take all measures necessary to protect and encrypt sensitive customer data in accordance with local, state and federal laws. You will not provide, post or transmit any Customer Data that: (a) infringes or violates any intellectual property rights, publicity/privacy rights, law or regulation; or (b) contains any viruses or programming routines intended to damage, surreptitiously intercept or expropriate any system, data or personal information. Concenter Services LLC. may take remedial action if Customer Data violates Section 4.2. Concenter Services LLC. is under\r<BR>no obligation to review Customer Data for accuracy or potential liability.\r<BR>5 Support and Service Levels\r<BR>5.1 Support. If you have paid Concenter Services LLC. all applicable fees due, Concenter Services LLC. will provide Support Services to you during Business Hours. To receive Support Services, you must email info@concenterservices or telephone +1 (877)513‐3862. Support Services will be provided for a commercially reasonable number of Support Incidents.\r<BR>5.2 Service Levels. Subject to the terms of this Agreement, the Service “Uptime” will generally be equal to or greater than 99% in each calendar quarter and the Service will perform in substantial conformance with Concenter Services LLC.’s published documentation (“Service Level”), except for Excluded Downtime, where “Uptime” = (Total Minutes – Unplanned Downtime – Excluded Downtime) / (Total Minutes – Excluded Downtime) x 100. You are solely responsible for providing, at your own expense, all network access to the Service, including, without limitation, acquiring, installing and maintaining all telecommunications equipment, hardware, software and other equipment as may be necessary to connect to, access and use the Service. As your sole and exclusive remedy and Concenter Services LLC.’s sole liability for Concenter Services LLC.’s nonconformance with the Service Level, if the Service Level is not met, you may terminate this Agreement pursuant to Section 9.\r<BR>6 Intellectual Property Ownership\r<BR>6.1 Ownership. Concenter Services LLC. and its licensors own all right, title and interest, including all related Intellectual Property Rights, in and to the Concenter Services LLC. Technology, the Content and the Service, and any suggestions, ideas, enhancement requests, feedback, recommendations or other information provided by you or any other party relating to the Service. The Concenter Services LLC. name, the Concenter Services LLC. logo, and the product names associated with the Service are trademarks of Concenter Services LLC. or third parties.\r<BR>6.2 Customer Duties. You retain all right, title and interest in and to the Customer Data. You grant to Concenter Services LLC. all necessary licenses and rights in and to Customer Data solely as necessary for Concenter Services LLC. to provide the Service to you or as required by law. You will be solely responsible for providing all Customer Data required for the proper operation of the Service. Concenter Services LLC. will not knowingly use or access any Customer Data except as necessary to provide the Service or as otherwise authorized by you.\r<BR>7 Fees, Billing, Renewal\r<BR>7.1 Fees. Fees for the Service are described in the applicable Concenter Services LLC. quote or order. Any renewal charge for the Service will be equal to the then‐current number of total User licenses times the then‐current fees. Other services will be charged on an as‐quoted basis. Concenter Services LLC. can modify the prices by providing you at least 30 days prior notice before the next renewal term of the Agreement. Concenter Services LLC.’s fees are exclusive of all taxes, levies, or duties imposed by taxing authorities, and you shall be responsible for payment of all such taxes, levies, or duties, excluding only United States (federal or state) taxes based solely on Concenter Services LLC.’s income. All amounts are quoted in and you must pay all amounts owed in U.S. Dollars.\r<BR>7.2 Billing; Payment. Concenter Services LLC. will either issue an invoice to you on or shortly after the Effective Date and on or before the subsequent anniversary of the Effective Date for renewal periods, or will charge your credit card for the applicable fees if you authorize Concenter Services LLC. to do so. All amounts described in the invoice are due within 30 days of your receipt of the invoice. All payment obligations are non‐cancelable and all amounts paid are non‐refundable. If you add Additional Users to the Service (or allow use of the Service by more than the paid‐for number of Users), Concenter Services LLC. may invoice you for the additional applicable fees. If you believe your bill is incorrect, you must contact us in writing within 60 days of the invoice date of the invoice containing the amount in question to be eligible to receive an adjustment or credit. You must provide Concenter Services LLC. with complete and accurate billing and contact information.\r<BR>7.3 Non-Payment and Suspension. In addition to any other rights granted to Concenter Services LLC. herein, Concenter Services LLC. reserves the right to suspend or terminate this Agreement and your access to the Service if you fail to pay any undisputed amount owed within 30 days of its due date. Overdue amounts are subject to a late charge of 1.0% per month, or the maximum permitted by law, whichever is less, plus all expenses of collection. If you or Concenter Services LLC. initiates termination of this Agreement, you will be obligated to pay the balance due on your account. Concenter Services LLC. reserves the right to impose a reconnection fee in the event the Service is suspended.\r<BR>8 Term\r<BR>This Agreement commences on the Effective Date and will continue for an initial term of 1 year (“Initial Term”) unless terminated earlier as allowed in this Agreement. Upon the expiration of the Initial Term, the term of this Agreement will automatically extend for successive renewal terms of 1 year at Concenter Services LLC.’s then current fees, provided that either party may terminate this Agreement or reduce the number of seats, effective upon the expiration of the Initial Term or the then current extension period, by notifying the other party in writing at least 30 business days prior to the expiration of the Initial Term or then current extension term, as applicable term. In the case of free trials, notifications provided through the Service indicating the remaining number of days in the free trial shall constitute notice of termination. Concenter Services LLC. reserves the right to terminate any trial period, at any time without notice.\r<BR>9 Suspension; Termination for Cause\r<BR>If you are in breach of this Agreement, Concenter Services LLC. may suspend your access to and use of the Service until you have cured the breach. Additionally, either party may terminate this Agreement upon written notice if the other party materially breaches the Agreement and does not cure such breach (if curable) within 30 days after written notice of such breach. Upon the termination of this Agreement for any reason: (a) any amounts owed to Concenter Services LLC. by you under this Agreement before such termination will become immediately due and payable; (b) each party will return to the other all property of the other party in its possession or control, and (c) Concenter Services LLC. will remove all Customer Data from the Concenter Services LLC. System and all your access to or use of the Service will be immediately suspended. The rights and duties of the parties under Sections 2.3, 3, 4, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, and 17 will survive the termination or expiration of this Agreement.\r<BR>10 Representations & Warranties\r<BR>Each party represents and warrants that it has the legal power and authority to enter into this Agreement.\r<BR>11 Disclaimer of Warranties\r<BR>EXCEPT AS EXPRESSLY SET FORTH IN SECTION 5, CONCENTER SERVICES, LLC. AND ITS LICENSORS MAKE NO REPRESENTATION, WARRANTY, OR GUARANTY AS TO THE RELIABILITY, TIMELINESS, QUALITY, SUITABILITY, TRUTH, AVAILABILITY, ACCURACY OR COMPLETENESS OF THE SERVICE OR ANY CONTENT, AND THE SERVICE AND ALL CONTENT IS PROVIDED TO YOU STRICTLY ON AN “AS IS, ASAVAILABLE” BASIS. ALL CONDITIONS, REPRESENTATIONS AND WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, TITLE, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT OF THIRD PARTY RIGHTS, ARE HEREBY DISCLAIMED TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW BY CONCENTER SERVICES, LLC. AND ITS LICENSORS.\r<BR>12 Mutual Indemnification\r<BR>12.1 Your Indemnity. You shall indemnify and hold Concenter Services LLC., its licensors and each such party’s parent organizations, subsidiaries, affiliates, officers, directors, employees, attorneys and agents harmless from and against any and all claims, costs, damages, losses, liabilities and expenses (including attorneys’ fees and costs) arising out of or in connection with: (i) a claim arising from or related to Concenter Services LLC.’s access to, possession of, manipulation of, and use of the Customer Data as is necessary to provide the Service; (ii) a claim, which if true, would constitute a violation by you of your representations and warranties, (iii) a claim arising from Concenter Services LLC.’s access to your salesforce.com account.\r<BR>12.2 Concenter Services LLC.’s Indemnity. If any action is instituted by a third party against you based upon a claim that the Service, as provided, infringes a United States patent, copyright or trademark, then Concenter Services LLC. will defend such action at its own expense on behalf of you and will pay all damages attributable to such claim which are finally awarded against you or paid in settlement of such claim. Concenter Services LLC. may, at its option and expense, and as your exclusive remedy hereunder: (a) procure for you the right to continue using the Service; (b) replace or modify the Service so that it is no longer infringing but continues to provide comparable functionality; or (c) terminate this Agreement and your access to the Service and refund any amounts previously paid for the Service attributable to the remainder of the then‐current term of this Agreement. Concenter Services LLC. will have no liability to you for any infringement action that arises out of a breach of the terms and conditions of this Agreement by you or of the use of the Service (i) after it has been modified by you or a third party without Concenter Services LLC.’s prior written consent, or (ii) in combination with any other service, equipment, software or process not provided by Concenter Services LLC. where the combination is the basis for the infringing activity. THIS SECTION SETS FORTH THE ENTIRE OBLIGATION OF CONCENTER SERVICES LLC. AND YOUR EXCLUSIVE REMEDY AGAINST CONCENTER SERVICES LLC. OR ANY OF ITS SUPPLIERS FOR ANY INFRINGEMENT CLAIM.\r<BR>12.3 Procedure. A party seeking indemnification under this Section 12 will (a) give written notice of the claim promptly to the other party; (b) give the other party sole control of the defense and settlement of the claim; and (c) provide to the other party all available information and assistance.\r<BR>13 Internet; Delays\r<BR>YOU ARE SOLELY RESPONSIBLE FOR PROVIDING INTERNET ACCESS IN ORDER TO ACCESS AND USE THE SERVICE. THE SERVICE MAY BE SUBJECT TO LIMITATIONS, DELAYS, AND OTHER PROBLEMS INHERENT IN THE USE OF THE INTERNET AND ELECTRONIC COMMUNICATIONS. CONCENTER SERVICES, LLC. IS NOT RESPONSIBLE FOR ANY DELAYS, DELIVERY FAILURES, OR OTHER DAMAGE RESULTING FROM SUCH PROBLEMS.\r<BR>14 Limitation of Liability\r<BR>EXCEPT FOR A PARTY’S INDEMNIFICATION OBLIGATIONS, OR FOR BREACHES OF A PARTY’S CONFIDENTIALITY OBLIGATIONS, IN NO EVENT SHALL EITHER PARTY’S AGGREGATE LIABILITY EXCEED THE AMOUNTS PAID OR PAYABLE FROM YOU IN THE 12 MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO SUCH CLAIM. EXCEPT FOR A PARTY’S INDEMNIFICATION OBLIGATIONS, OR FOR BREACHES OF A PARTY’S CONFIDENTIALITY OBLIGATIONS, IN NO EVENT SHALL EITHER PARTY AND/OR ITS LICENSORS BE LIABLE TO ANYONE FOR ANY INDIRECT, PUNITIVE, SPECIAL, EXEMPLARY, INCIDENTAL, CONSEQUENTIAL OR OTHER DAMAGES OF ANY TYPE OR KIND (INCLUDING LOSS OF DATA, REVENUE, PROFITS, USE OR OTHER ECONOMIC ADVANTAGE) ARISING OUT OF, OR IN ANY WAY CONNECTED WITH THE SERVICE, OR THIS AGREEMENT,EVEN IF THE PARTY FROM WHICH DAMAGES ARE BEING SOUGHT OR SUCH PARTY\'S LICENSORS HAVE BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.\r<BR>15 Assignment; Change in Control\r<BR>This Agreement may not be assigned by you without the prior written approval of Concenter Services LLC., (such approval not to be unreasonably withheld) but may be assigned without your consent by Concenter Services LLC. in connection with (i) a merger, consolidation, or similar transaction involving (directly or indirectly) Concenter Services LLC., (ii) a sale, lease, license, or other disposition of all substantially all of the assets of Concenter Services LLC., or (iii) any other form of combination or reorganization involving (directly or indirectly) such party. Any purported assignment in violation of this section shall be void.\r<BR>16 General\r<BR>This Agreement shall be governed by Texas law without giving effect to any conflicts of laws principles that require the application of the law of a different jurisdiction, and any disputes, actions, claims or causes of action arising out of or in connection with this Agreement or the Service shall be subject to the exclusive jurisdiction of the state and federal courts located in Dallas, Texas USA. No text or information set forth on any other purchase order, preprinted form or document (other than an Concenter Services LLC.’s quote or invoice, if applicable) shall modify the terms and conditions of this Agreement. If any provision of this Agreement is held by a court of competent jurisdiction to be invalid or unenforceable, then such provision(s) shall be construed, as nearly as possible, to reflect the intentions of the invalid or unenforceable provision(s), with all other provisions remaining in full force and effect. The parties are independent contractors and this Agreement does not create any joint venture, partnership, employment, or agency relationship between you and Concenter Services LLC. The failure of Concenter Services LLC. to enforce any right or provision in this Agreement shall not constitute a waiver of that or any future right or provision unless acknowledged and agreed to by Concenter Services LLC. in writing. This Agreement, together with any applicable Concenter Services LLC.’s quote or invoice, comprises the entire agreement between you and Concenter Services LLC. and supersedes all prior or contemporaneous negotiations, discussions or agreements, whether written or oral,\r<BR>between the parties regarding the subject matter contained herein. All notices, required or permitted under this Agreement must be delivered in writing by courier, facsimile, or by certified or registered mail (postage prepaid and return receipt requested) to the other party at its address set forth in this Agreement. Notice hereunder will be effective upon receipt or 3 days after being deposited in the mail as required above with the postal authority of the receiving party’s county, whichever occurs sooner. Any notice to Concenter Services LLC. will be delivered to Concenter Services LLC., Inc.,14673 Midway Rd. Suite 103, Dallas, TX 75001. Any delay in or failure of performance by either party under this Agreement will not be considered a breach of this Agreement and will be excused to the extent caused by any Force Majeure.\r<BR>17 Definitions\r<BR>As used in this Agreement the following terms have these meanings:\r<BR>“Concenter Services LLC. System” means the hardware, software, network equipment, and other technology used by Concenter Services LLC. to deliver the Service.\r<BR>“Concenter Services LLC. Technology” means the Concenter Services LLC. System, and any other of Concenter Services LLC.’s proprietary technology (including software, hardware, products, processes, algorithms, user interfaces, knowhow, techniques, designs and other tangible or intangible technical material or information) made available to you by Concenter Services LLC. in providing the Service.\r<BR>“Appropriate Security Measures” means commercially reasonable technical, physical and procedural controls to (i) protect Customer Data against destruction, loss, alteration, unauthorized disclosure to third parties, and unauthorized access by employees or contractors employed by Concenter Services LLC., and (ii) prevent the introduction of viruses, worms, Trojan horses or other unintended malicious or destructive code and other harmful components into the Service and Content.\r<BR>“Business Hours” shall mean the hours between 9 am and 5 pm, Central Time, Monday through Friday, excepting recognized United States national holidays.\r<BR>“Content” means the visual information, documents, software, products and services contained or made available to you in the course of using the Service, other than Customer Data.\r<BR>“Customer Data” means any data, information (including without limitation personally identifiable information), content, templates, forms, or material provided, made available, or submitted by you to the Service or retrieved by the Service from your Salesforce.com account.\r<BR>“Documentation” means Concenter Services LLC.’s Customization and Installation Guide that are generally made available by\r<BR>Concenter Services LLC. to all customers.\r<BR>“Excluded Downtime” means any time the Service is not available because of a Force Majeure or Planned Downtime.\r<BR>“Force Majeure” means events or circumstances beyond a party’s reasonable control, including without limitation, acts of God, acts of government, flood, fire, earthquakes, civil unrest, acts of terror, strikes or other labor problems (other than those involving Concenter Services LLC.’s employees), telecommunications or network failures or delays, computer failures involving hardware or software not within Concenter Services LLC.’s possession or reasonable control, and acts of vandalism (including network intrusions and denial of service attacks).\r<BR>“Intellectual Property Rights” means unpatented inventions, patent applications, patents, design rights, copyrights, trademarks, service marks, trade names, domain name rights, mask work rights, knowhow and other trade secret rights, and all other intellectual property rights, derivatives thereof, and forms of protection of a similar nature anywhere in the world.\r<BR>“License Administrator(s)” mean those Users designated by you who are authorized to purchase licenses and otherwise administer your use of the Service.\r<BR>“License Term(s)” means the period(s) during which a specified number of Users are licensed to use the Service pursuant to the Quote/Invoice(s).\r<BR>“Planned Downtime” means any period of time during which the Service is unavailable due to Concenter Services LLC.’s planned maintenance and support of the Service or Concenter Services LLC. System for which Concenter Services LLC. gives you\r<BR>at least 24 hours prior notice. Except for urgent circumstances (e.g., a system failure or security threat), Planned Downtime will occur from 10:00PM Friday through 4:00 AM Monday, Central Time.\r<BR>“Salesforce.com Service” means the service provided by Salesforce.com to which you must be a subscriber in order to obtain the Service.\r<BR>“Support Incident” means (i) a basic question related to the use or configuration of the Service, or (ii) a reproducible nonconformity in the Service causing the Service not to operate in substantial conformance with the applicable Documentation.\r<BR>“Support Services” means technical assistance provided by Concenter Services LLC. personnel to your Salesforce Administrator(s) relating to Support Incidents.\r<BR>“Total Minutes” means the total number of minutes in the calendar quarter at issue.\r<BR>“Unplanned Downtime” means any time the Service is not available because of an event or circumstance other than Planned Downtime.\r<BR>“User(s)” mean your employees, representatives, consultants, contractors or agents who are authorized to use the Service and have been supplied user identifications and passwords by you (or by Salesforce.com at your request.