Wealth Insight Sync

Financial organization platform

Legal and policy information

Affiliate Program Terms

These terms govern participation in the Wealth Insight Sync Affiliate Program.

Last updated
March 2026

1. Overview

These Affiliate Program Terms ("Terms") govern participation in the Wealth Insight Sync Affiliate Program ("Program") operated by Wealth Insight Sync LLC, a California limited liability company ("Company," "we," "us," or "our").

By applying to or participating in the Program, you ("Affiliate," "you") agree to these Terms.

2. Eligibility

You must:

  • Be at least 18 years old
  • Operate in compliance with all applicable laws and regulations
  • Not represent yourself as an employee, partner, or agent of Wealth Insight Sync

We reserve the right to approve or reject any application at our sole discretion.

3. Affiliate Relationship

You are an independent contractor. Nothing in these Terms creates:

  • Employment
  • Partnership
  • Joint venture
  • Agency relationship

You are solely responsible for your content, communications, and compliance with applicable laws.

4. Referral Tracking

We use Partnero as our affiliate tracking platform to manage referrals, attribution, and commissions.

Referrals are tracked using:

  • Unique referral links
  • Referral cookies
  • Discount or referral codes (if applicable)

Attribution is generally based on last-click tracking within a defined attribution window.

We are not responsible for:

  • Tracking failures due to ad blockers, browser restrictions, or user actions
  • Loss of attribution outside of our control

5. Commissions

Affiliates may earn commissions based on qualifying subscriptions.

Standard structure:

  • Up to 20% recurring commission
  • Paid for up to 12 months per referred customer

Commissions apply only to:

  • Successful, completed payments
  • Active, paying customers

Commissions do NOT apply to:

  • Refunded payments
  • Chargebacks
  • Fraudulent or self-referrals

We reserve the right to modify commission rates with notice.

6. Payment Terms

  • Payments are issued monthly
  • Payments may be delayed by at least 30 days to account for refunds or disputes
  • Minimum payout thresholds may apply
  • Affiliates are responsible for providing accurate payment details

You are responsible for any taxes related to your earnings.

7. Marketing Guidelines

You agree to:

  • Accurately represent Wealth Insight Sync and its features
  • Use only approved branding, messaging, or assets when provided
  • Comply with all applicable advertising, disclosure, and consumer protection laws

You must NOT:

  • Make misleading or deceptive claims
  • Imply guaranteed financial outcomes or results
  • Represent the Service as financial, investment, tax, or legal advice
  • Use spam, unsolicited outreach, or abusive marketing practices

8. Financial Disclaimer (Critical)

Financial disclaimer
Wealth Insight Sync provides financial organization, budgeting, and analytical tools only.

Affiliates must NOT state or imply that:

  • The Service provides financial, investment, tax, or legal advice
  • Users will achieve specific financial outcomes

Affiliates may describe the Service as:

  • A tool for financial visibility
  • A platform for tracking and understanding finances
  • A system that supports informed decision-making

9. Intellectual Property

You may use Wealth Insight Sync branding solely for participation in the Program.

You may NOT:

  • Modify logos or brand assets
  • Misrepresent ownership or affiliation
  • Register domains or social handles using our name

10. Termination

We may suspend or terminate your participation at any time, including for:

  • Violation of these Terms
  • Misleading marketing practices
  • Legal or reputational risk

Upon termination:

  • You must stop using all affiliate materials
  • Future commissions may be forfeited in cases of violation

11. Limitation of Liability

To the maximum extent permitted by law, Wealth Insight Sync shall not be liable for:

  • Indirect or consequential damages
  • Loss of revenue, profits, or data
  • Tracking inaccuracies or platform outages

12. Changes to Terms

We may update these Terms at any time. Continued participation constitutes acceptance of the updated Terms.

13. Contact

For affiliate inquiries: