FinlyLife

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Regulatory and Product Disclosures

Effective date: February 18, 2026

The following disclosures apply to FinlyLife products and content.

Educational Purpose

FinlyLife outputs are generated for planning education and decision support. They are not individualized financial advice, and they should not be treated as a recommendation to buy, sell, hold, or allocate to any security, account, or strategy.

Data Quality and Model Limitations

  • Outputs are only as reliable as the information provided to the system.
  • Imported snapshots may be stale, incomplete, or mismatched and may affect output quality.
  • AI-generated explanations may be incomplete or contain errors and should be independently validated.

Performance and Projection Caution

Any projection, estimate, or scenario analysis is hypothetical and for illustration only. Past performance does not guarantee future results.

No Custody or Trade Execution

FinlyLife does not custody assets, execute securities transactions, or provide brokerage services. The platform is a planning and analysis application.

Third-Party Services

FinlyLife may rely on third-party infrastructure and providers, including AI providers. Availability, latency, and feature behavior may be affected by third-party services outside FinlyLife control.