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Draft pending legal review. This page was drafted on 6 September 2026 and has not been reviewed by counsel. It is not yet in effect.

Terms of Use

Effective 6 September 2026

These terms govern your use of sdt-technology.com, operated by Solution Driven Technology LLC. By using the site you accept them. Services we provide to clients are governed by separate written agreements, not by these terms.

What this site is

This site describes the services Solution Driven Technology offers and gives you a way to contact us. Its content is informational. Nothing on it is legal, tax, investment, or regulatory compliance advice, and nothing on it should be relied on as such. Decisions about which platforms, workflows, or communications are permitted at your firm rest with your firm and its compliance function.

Ownership

The text, layout, and original graphics on this site belong to Solution Driven Technology LLC unless stated otherwise. You may view and print pages for your own reference. You may not republish or redistribute site content without written permission.

Third-party names and marks

This site names software platforms and vendors, including Redtail CRM, Salesforce, eMoney, Microsoft Power Automate, GReminders, MyRepChat, SmartOffice, Albridge, Orion, Egnyte, and Holistiplan. Those names and any logos shown belong to their respective owners. Their appearance here describes the platforms we work in. It does not indicate a partnership, endorsement, certification, or affiliation unless one is expressly stated.

Links

This site links to websites we do not control. We are not responsible for their content or practices.

No warranty

The site is provided as is. We aim to keep its content accurate and current but do not warrant that it is complete, error-free, or continuously available.

Limitation of liability

To the fullest extent permitted by law, Solution Driven Technology LLC is not liable for any loss or damage arising from your use of, or reliance on, this site or its content.

Governing law

These terms are governed by the laws of the State of New Jersey, without regard to its conflict-of-law rules.

Changes

We may revise these terms. The current version, with its effective date, is the one posted on this page.

Contact

Solution Driven Technology LLC
Phone: 973-949-1700
Email: support@sdt-email.com

See also the Privacy Policy, which describes how information submitted through this site is handled.
Solution Driven Technology Operations for financial firms and advisors

Operations, automation, data, and IT for financial advisor practices, plus IT and custom software for commercial clients.

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