Disclosures
Important information about what Preservely is, what it isn't, and how to read what you see on this website and in the app.
1. Not investment, tax, or legal advice
Preservely is operated by Everyday AI Automation LLC, doing business as Preservely. Preservely is not a registered investment adviser, broker-dealer, or licensed financial planner. Nothing on this website or in the app is investment, tax, or legal advice, or a recommendation to buy, sell, or hold any security. Everything Preservely provides is for informational and educational purposes only. Consider consulting a licensed professional before making financial decisions.
2. How Preservely's answers work
Preservely runs calculations on the financial data you connect and the goals, rules, and preferences you set. Its answers show the math behind a decision; they are not recommendations about what you should do. They're only as accurate as the underlying data, which may be delayed, incomplete, or incorrect.
3. AI-generated content
Preservely uses third-party AI models to generate insights, summaries, and suggestions. AI-generated content can contain errors, so verify anything important before acting on it. When you share your Financial Passport with another AI service, that service generates its own answers; Preservely doesn't control or review them. Our AI Disclosure explains where AI is used, its limits, and what AI providers receive.
4. Examples on this website
People, figures, and scenarios shown on this website, including balances, net worth, goals, and app screens, are illustrative examples. They are not real users' data or results, and they don't represent typical or guaranteed outcomes.
5. Features in development
Features marked "coming soon," including direct connections to other AI services and cross-agent memory, are not yet available. They may change or may not be released. Preservely is in private beta, and available features may change at any time.
6. No automated transactions
Preservely does not execute trades, transfers, or any financial transaction on your behalf autonomously. Any action always requires your explicit review and approval.
7. Third-party services
- Financial account connections are provided by Plaid Inc., subject to Plaid's End User Privacy Policy.
- Market data comes from third-party providers, may be delayed, and is provided as is.
- ChatGPT, Claude, and Gemini are trademarks of their respective owners. They're named only to describe compatibility; Preservely is not affiliated with or endorsed by OpenAI, Anthropic, or Google.
8. Private beta
Preservely is in an invitation-only private beta. We open access to small groups at a time, and joining the waitlist doesn't guarantee an invitation. Preservely is free during the beta. We may ask beta participants for feedback, and taking part is always voluntary.
We don't pay for reviews or ask anyone to post positive things about Preservely. If we give a beta participant something of value, such as early access or a thank-you for a research session, we ask them to mention it if they post about Preservely.
9. Official channels and scams
- Our only official social media accounts are the ones linked from this website.
- Preservely will never ask for your bank login, password, verification code, or a payment through a direct message, comment, or email.
- Our social media posts are general information, not financial advice, and examples in them use fictional data unless we say otherwise.
- Comments and replies from other people don't reflect our views and aren't endorsed by us.
- If you see an account pretending to be Preservely, tell us at support@preservely.ai.
10. More information
See our Terms of Service and Privacy Policy. For privacy requests, email privacy@preservely.ai. Other questions? Email us at support@preservely.ai.