Legal
The rules for this website and what's published on it.
These terms govern your use of cloudlinkcapital.com and the material published on it — our research, the ROI calculator, downloadable documents, and everything else on these pages. By using the site, you accept them.
These are not our customer terms. If your firm engages CloudLink for our platform, that relationship is governed by a separate written agreement, including a data processing agreement. Nothing on this page grants access to our platform or creates a customer relationship, and nothing here limits what that separate agreement says.
CloudLink Capital Corporation ("CloudLink," "we," "us") is a Massachusetts corporation, and a technology and services provider. We build software for registered investment advisers.
We are not an investment adviser, a broker-dealer, or a custodian. We do not provide investment, legal, tax, accounting, or compliance advice. We do not recommend securities, manage assets, take custody of client assets, or place trades. Nothing on this website is a recommendation, an offer, or a solicitation to buy or sell anything.
Our material frequently discusses regulatory obligations that apply to advisory firms — recordkeeping, privacy, marketing, supervision. That discussion is our understanding of the landscape our software operates in. It is not legal or compliance advice to you, and it is not a substitute for your own counsel or your own compliance program. Your firm remains responsible for its own regulatory obligations.
Everything here is published for general information. We try to keep it accurate and current, and we correct things when we find them wrong, but we do not warrant that any of it is complete, accurate, or applicable to your circumstances. Do not rely on it as the sole basis for a business decision. Vendor capabilities, pricing, and regulatory requirements described here change, sometimes faster than this site does.
This is the most important section on this page, so we will be direct about it.
Any financial figure on this site — return on investment, payback period, hours recovered, cost saved, capacity gained, whether shown in the ROI calculator, in our research, or anywhere else — is an illustration produced from assumptions, not a measured result and not a promise. Specifically:
Where we describe what our software does, we mean what it does today unless we say otherwise. Where something is planned rather than built, we intend to say so plainly. If you find a place where we haven't, tell us at support@cloudlinkcapital.com and we will fix it.
The calculator runs entirely in your browser. We do not receive or store the figures you enter.
Statements about our roadmap, planned capabilities, certifications we intend to obtain, or the direction of the market are forward-looking and reflect our expectations as of the date they were written. They are not commitments, and they may not come to pass.
The content on this site — text, research, diagrams, calculators, software, the CloudLink name and logo — belongs to us or our licensors and is protected by intellectual-property law.
You may read it, print it, and share it internally within your organization for your own evaluation and business purposes, keeping our attribution intact. You may quote it with attribution.
You may not republish it as your own, sell it, use it to build a competing product, remove our attribution, or use our name or logo to suggest a partnership or endorsement that does not exist.
Do not: attempt to gain unauthorized access to the site or anything connected to it; probe or test its security without our written permission; scrape it at a volume that degrades it for others; interfere with its operation; introduce malicious code; or use it to violate the law or anyone else's rights.
If you are a security researcher and you find something, we would genuinely rather hear from you than not. Email support@cloudlinkcapital.com.
If you send us information through the contact form or by email, our Privacy Policy explains how we handle it. Please do not send us confidential information, client information, or nonpublic personal information through this website — it is not the right channel for it, and we do not want it. If you need to share something sensitive, contact us and we will arrange an appropriate way.
If you send us an unsolicited idea or suggestion, we may use it without obligation to you.
We name other companies' products throughout this site — custodians, CRMs, portfolio accounting systems, planning tools, model providers — to describe what our software connects to or how it compares. Those names and trademarks belong to their owners. Naming them does not imply their endorsement, sponsorship, or affiliation, and does not imply that a partnership or certified integration exists unless we say so explicitly.
Where we link to another site, we are not responsible for its content or its practices.
We provide this site as it is. We may change, suspend, or discontinue any part of it at any time, without notice, and we do not promise it will be uninterrupted or error-free.
To the fullest extent permitted by law, this site and its content are provided "as is" and "as available," without warranties of any kind, whether express, implied, or statutory, including any implied warranties of merchantability, fitness for a particular purpose, accuracy, or non-infringement.
To the fullest extent permitted by law, CloudLink and its officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any lost profits, lost revenue, lost data, or business interruption, arising out of or relating to your use of this site or its content, regardless of the theory of liability and even if we were advised of the possibility.
To the fullest extent permitted by law, our total liability arising out of or relating to this site and these terms will not exceed one hundred United States dollars ($100).
Some jurisdictions do not allow certain exclusions or limitations, so parts of this section may not apply to you.
You agree to indemnify and hold CloudLink harmless from claims, losses, and expenses, including reasonable legal fees, arising from your use of this site in violation of these terms or applicable law.
These terms are governed by the laws of the Commonwealth of Massachusetts, without regard to its conflict-of-laws rules. Any dispute arising out of or relating to these terms or this site will be brought exclusively in the state or federal courts located in Massachusetts, and you consent to their jurisdiction.
We may update these terms. The version posted here, with the date below, is the one in effect. Continuing to use the site after a change means you accept the updated terms.
If any provision of these terms is held unenforceable, the rest remain in effect. Our failure to enforce a provision is not a waiver of it. These terms, together with the Privacy Policy, are the entire agreement between you and CloudLink regarding this website — and, again, they are separate from and subordinate to any written agreement your firm has signed with us.
Last updated: 27 July 2026
CloudLink Capital Corporation
20 Corporate Drive
Burlington, MA 01803
United States
support@cloudlinkcapital.com