Sage Data Service was founded on the concept of making financial data more available, more transparent and more affordable. We are based in San Francisco and also have an office in Youngstown, Ohio. Our founders and investors have decades of experience in the financial industry having founded Sage Clearing Corporation (acquired by ABN-AMRO in 1998), the broker-dealer Preferred Capital Markets (acquired by Fimat in 2005) and having acquired Revere Data, LLC (sold to FactSet in 2013). Our management team includes the former Chairman and CEO of Revere Data and a CFA Charterholder. Our advisory board includes the former Acting Chairman of the Pacific Stock Exchange.
Our objective is to leverage XBRL and our proprietary technology to deliver the most accurate data to our customers at affordable prices. Every piece of data presented is reviewed by an analyst based in the United States according to strictly defined processes to ensure that our data sets the standard for accuracy. Our Research Platform provides professional-grade tools to retail investors, while our Data Feeds deliver timely information to our customers. We seek to fill the needs of all customers including active traders, market analysts, fund managers, corporate competitive intelligence analysts, broker-dealers, online trading platforms, investment thought leaders and academic institutions at the most affordable price point on the market.
This Terms of Service Agreement (the "Agreement") is a legal agreement between you ("You") and Sage Data Service, LLC ("Company") for use of the Sage Data Research Platform (the "Research Platform") found at http://research.sagedataservice.com/ (“Site”).
When we say “You” we are referring to anyone who accesses or uses the Research Platform. When we say “We” or “Us,” we are referring to the Company.
The Company grants You a limited, revocable, non-exclusive, non-transferable license to access and use the Research Platform during the Term of this Agreement solely for your own individual use subject to the other terms of this Agreement.
As a condition of using the Research Platform, You agree not to use the Research Platform for any purpose that is prohibited by this Agreement. You are responsible for all of your activity in connection with the Research Platform and You shall abide by all local, state, national, and international laws and regulations and any applicable regulatory codes. You agree to the following:
Any such forbidden use shall immediately terminate your license to the Research Platform.
Except for the limited license set forth herein, the Company reserves all right, title, and interest to the Research Platform, and all information provided on it, including all copyrights and trademarks therein, are and will continue to be the exclusive property of the Company or its data providers.
If You access the Research Platform through purchase of any of our Sage Data Service Feeds, then Section 15 of the Sage Data Service Terms of Service Agreement available at https://research.sagedataservice.com/#TOS sets forth the provisions for term and termination that apply to Your use the Research Platform.
If You access the Research Platform pursuant to Paid Services, the term of this Agreement shall commence upon payment of the fees as set forth in Section 4, and shall continue for the period specified with the order of the Paid Services or one year if no such term is specified (“Subscription Term”). This Agreement and any Paid Services shall renew automatically for at the end of any Subscription Term unless either party provides the other party with 30 days prior written notice of nonrenewal. The initial Subscription Term and any renewal shall be constitute the “Term.”
If you are granted access to the Research Platform only, the Company may terminate Your license to use the Research Platform with or without cause at any time, with or without notice. Should You breach this Agreement or fail to comply with any term of this Agreement, Your right to use the Research Platform shall terminate immediately and without notice. You may also terminate this Agreement by simply discontinuing use of the Research Platform. All provisions of this Agreement which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.
No refund for Paid Services shall be due for termination of this Agreement.
The information we gather from customers enables us to personalize and improve our services, and allows our users to set up a user account and profile that can be used to personalize their experience on the Website. We collect the following types of information from our customers:
Personal Information You Provide to Us:
Personal Information Collected Automatically:
Advertisers:Sage Data Service does not share any of your personal information with advertisers.
Agents:We may employ other companies and people to perform tasks on our behalf and need to share your information with them to provide products or services to you. Unless we tell you differently, Company’s agents do not have any right to use Personal Information we share with them beyond what is necessary to assist us. You hereby consent to our sharing of Personal Information for the above purposes.
User profiles:User profile information including users’ name, email address, and other information you enter (“User Submissions”) may be displayed to other users to facilitate user interaction within the Website. Email addresses are used to add new User Submissions to user profiles and to communicate through User Submissions. Users’ email addresses will not be directly revealed to other users by Company, except, when the user is “connected” to another user via a shared group membership, or an invitation, or if the user has chosen to include their email address in their User Profile.
Communication in response to User Submissions:As part of the Website and services, you will receive from Company email and other communication relating to your User Submissions. You acknowledge and agree that by posting such User Submissions, Company may send you email and other communication that it determines in its sole discretion relate to your User Submissions.
Business Transfers:In some cases, we may choose to buy or sell assets. In these types of transactions, customer information is typically one of the business assets that are transferred. Moreover, if Company, or substantially all of its assets were acquired, or in the unlikely event that Company goes out of business or enters bankruptcy, customer information would be one of the assets that is transferred or acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer of Company or its assets may continue to use your Personal Information as set forth in this policy.
Protection of Company and Others:We reserve the right to access, read, preserve, and disclose any information that we reasonably believe is necessary to comply with law or court order; enforce or apply our conditions of use and other agreements; or protect the rights, property, or safety of Company, our employees, our users, or others. This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction.
With Your Consent:Except as set forth above, you will be notified when your Personal Information may be shared with third parties, and will be able to prevent the sharing of this information.
Account and user profile information
User e-mail address
Username and password
Any additional custom profile settings defined by the user.