Last updated: September 2026
PaceLedger is an internal tool provided to advisors, managers, and administrators within our organization. Accounts are created by your organization's administrators — this isn't a public service you sign up for independently, and by using it you agree to these terms as a member of that organization.
Use PaceLedger only for its intended purpose: tracking appointment pace, follow-ups, and related sales/recruiting activity for your organization. Don't attempt to access data or accounts you're not authorized to see, and don't use the app in any way that violates applicable law.
PaceLedger optionally connects to your Zoom and/or Google account, with your explicit approval, to create meetings and display calendar events on your behalf. You can disconnect either at any time from within the app. Your use of Zoom and Google remains subject to their own respective terms of service.
PaceLedger is provided as an internal tool "as is," without warranty of any kind. We aim for it to work reliably, but we don't guarantee uninterrupted or error-free operation.
These terms may be updated from time to time; the date at the top of this page reflects the most recent revision.
Questions about these terms can be directed to your organization's PaceLedger administrator.