Disclaimer.
Last updated: April 26, 2026
Who we are.
Advisor Intelligence is a California limited liability company that designs, installs, and maintains custom AI systems for professional services firms. We are a software and services vendor.
Who we are not.
We are not a registered investment adviser. We are not a broker-dealer. We are not an insurance broker, agency, or producer. We are not a law firm or licensed legal practice. We are not a healthcare provider, physician's office, or covered entity under HIPAA in our own right. We are not a certified public accounting firm.
We do not give advice.
We do not give investment advice, legal advice, insurance recommendations, medical advice, or accounting opinions to anyone, including the clients of the firms we work with. The systems we build operate inside the workflows of our client firms and produce outputs intended for review by the licensed professionals at those firms before any client-facing use.
Outputs are inputs to judgment.
Output from any system we build is not advice and is not a final work product. It is an input to professional judgment. The licensed professional at the client firm is responsible for reviewing, approving, and acting on any output before it reaches a client or a regulator.
Forward-looking statements.
Anything on this site describing future capabilities, timelines, or outcomes is a description of what we have built or what we intend to build. It is not a guarantee. We do not promise specific results.
Industry rules referenced on this site.
References to specific regulations (SEC Rule 204-2, 17a-4(f)(2), Marketing Rule 206(4)-1, FINRA, NAIC model rules, HIPAA, state bar requirements) describe the framework our architecture is designed to satisfy when applied to a client in that industry. Whether the system as installed at any specific firm meets that firm's compliance requirements is a determination that firm's compliance counsel must make.
No engagement created by this website.
Visiting this site or contacting us through this site does not create a vendor engagement, a fiduciary relationship, or a professional services relationship of any kind. Engagements with Advisor Intelligence are documented through a separately executed master services agreement signed by both parties.
Third-party references.
Any reference on this site to a third-party product, service, regulator, or industry body is descriptive only and does not imply endorsement, partnership, or affiliation unless explicitly stated.
Contact.
Questions about anything on this page: apollocontentmgmt@gmail.com.