Legal · Enterprise

Master Service Agreement

For financial advisers, wealth management firms, and institutional clients integrating HoldAtlas into client-facing workflows.

Enterprise arrangements

HoldAtlas offers tailored arrangements for regulated financial advisers and institutions. Enterprise clients can access HoldAtlas under a Master Service Agreement covering usage scope, white-label rights, data handling, and support terms.

What an MSA covers

Scope of licence and permitted use by client-facing staff
White-label or co-branded deployment options
Data processing responsibilities (see also: DPA)
Service levels and uptime commitments
Regulatory compliance positioning
Confidentiality and IP ownership
Termination, renewal, and exit provisions

Regulatory framing

HoldAtlas is not a regulated financial service. Enterprise deployments are designed to sit alongside regulated advice · providing scenario analysis as a pre-advice tool, not a substitute for regulated investment advice. All outputs carry built-in disclaimers consistent with EU financial services principles.

Request an MSA

Contact: contact@holdatlas.com

Subject: Enterprise MSA · [Your Firm Name]

Include firm name, country, number of advisers, intended use. We respond within 2 business days.

Who we are

HoldAtlas is operated by Hanna Vasiukova, registered in Poland. NIP: 7252364283. Contact: contact@holdatlas.com