Terms of Use
Questions? Email team@adrima.ai
About Adrima
Adrima is an AI client intelligence platform for advisory firms. It connects an advisor workspace and client app with the firm’s existing CRM and data systems. Features, integrations, and availability may change as the platform develops.
Advisor Control
Adrima helps organize information, prepare client communications, and route client activity. Firms and authorized advisors remain responsible for reviewing, approving, and deciding what information is shared with clients or used in their work.
No Financial Advice
Adrima provides software, summaries, and source-backed information. It does not provide investment, legal, tax, or accounting advice, make suitability decisions, recommend or execute trades, or guarantee financial outcomes.
Data, Access and Audit
Client information is limited to authorized users within the relevant firm and client relationship. Personal client data is not used to train third-party AI models. Platform activity may be recorded and archived for security, supervision, compliance, and auditability.
Access and Acceptable Use
Demo, pilot, trial, or waitlist access does not guarantee continued availability, pricing, or launch timing. Users must not access unauthorized data, upload information they are not permitted to use, impersonate others, bypass security controls, or interfere with the platform.