Terms, Privacy & Disclosures
Terms of Service
TriScore provides historical analysis and educational information based on documents you upload. By using the service you acknowledge that TriScore does not provide investment, legal, or tax advice, does not manage assets, and does not act as a fiduciary. [Full terms to be inserted by counsel.]
Privacy Policy
We collect the statement data you upload solely to produce your analysis. Files are encrypted in transit and at rest, processed on Google Cloud, and never used to train models or sold to third parties. You may delete your data at any time. [Full privacy policy to be inserted by counsel.]
Disclosures
Historical analysis only — not investment advice, and not a recommendation to buy, sell, or hold any security. TriScore (a service of Statement Analytics LLC) is not a registered investment adviser or broker-dealer and does not manage assets. The Historical Allocation Benchmark (HAB™) is a hypothetical construct for comparison purposes. Past performance does not guarantee future results. All figures shown in this mockup are illustrative.
HAB™ Historical Allocation Benchmark · ROAF™ Return on Advisory Fees · Advisory Multiple™