Financial Information Disclaimer
Effective date: August 2, 2026
Organizational software only
Financial Portfolio Manager is software for organizing customer-entered household, individual, portfolio, holding, and investment-reference information. It does not execute trades, hold assets, move money, monitor brokerage accounts, or manage investments.
No professional advice or fiduciary relationship
Nothing in the service is investment, financial, tax, accounting, legal, insurance, or other professional advice. SWB Technologies is not a broker-dealer, investment adviser, fiduciary, custodian, bank, accounting firm, or law firm. Your use of the service does not create an advisory, fiduciary, professional, or client relationship.
No recommendation or suitability determination
Displays, calculations, classifications, allocations, model portfolios, and reference information are not recommendations to buy, sell, hold, rebalance, or select any security or strategy. SWB Technologies does not determine whether an investment or plan is suitable for you. Consult qualified professionals who understand your circumstances before acting.
Market data and calculations
Market and security information may come from third parties and may be delayed, incomplete, unavailable, or inaccurate. Customer-entered quantities and classifications may also be incorrect. Values and allocations are estimates for organization and review, not official statements, tax records, or execution prices. Verify important information with the issuer, broker, custodian, or other authoritative source.
Customer responsibility
You are solely responsible for data you enter, decisions you make, and gains, losses, taxes, fees, or other consequences. Past performance does not guarantee future results, and all investments involve risk, including possible loss of principal.