Last updated June 3, 2026. FI Investment Tracker is provided by Granite Hall Solutions LLC ("Granite Hall Solutions," "we," or "us"), the entity you contract with under these terms. These terms govern access to FI Investment Tracker, the website, checkout, licensing, downloads, support, and related materials.
FI Investment Tracker provides downloadable investment tracking, import, reporting, maturity monitoring, local backup, and support workflows for financial institutions. The product supports internal accounting and review work. The customer remains responsible for accounting policy, internal controls, regulatory filings, investment decisions, and final report approval.
FI Investment Tracker is customer-controlled desktop software. Customers are responsible for securing their own devices, networks, backups, user access, source import files, report packages, and workpapers. Customers should not send portfolio files, CUSIPs, GL balances, source imports, report packages, or other confidential institution data to support unless a separate support agreement explicitly allows it.
Subscriptions are billed through Stripe-hosted checkout and customer portal pages. Access to paid workflows depends on an active subscription, valid license, and permitted activation count. If payment fails, is canceled, or becomes past due, the app may restrict paid features such as saving and editing data, importing, restoring backups, running month-end, and reporting after the applicable license and offline grace periods expire.
Plans are offered on an annual (12-month term) or monthly basis and renew automatically at the then-current price until cancelled. Subscription terms, automatic renewal, self-serve cancellation, and refund eligibility are described in full in the Subscription Terms, Cancellation & Refunds policy, which forms part of these terms.
Each subscription includes a limited, non-transferable license for the selected plan and activation count. License checks may process the license ID, a secured (hashed) form of the license key, the app version, subscription status, activation count, a secured (hashed) device identifier used to count activations, and validation timestamps. Customers may not bypass license enforcement, share license keys outside their institution, or modify the software to defeat payment controls.
Customers should download software only from the official FI Investment Tracker download page on this website and verify the published checksums when required by internal IT policy. Updates may include security fixes, reporting changes, import improvements, license changes, and workflow changes. Continued use may require installing a supported version.
FI Investment Tracker can generate support packages, exports, schedules, and evidence for financial reporting workflows. The product is not a substitute for professional judgment, accounting review, legal review, regulatory review, or final filing approval. Customers are responsible for validating outputs before use.
Online Loan Applications provides borrower intake, document upload, E-SIGN consent capture, electronic signature evidence, application queue, and export packet workflows for participating financial institutions. The financial institution remains responsible for lending policy, eligibility criteria, adverse action, disclosures, forms licensing, borrower support, credit decisions, and final application handling.
If a customer uploads or maps a third-party loan application form, the customer is responsible for maintaining any required license or authorization from that form provider. The service does not grant rights to use proprietary forms.
Customers may not use the website, checkout, license systems, downloads, or support channels to commit fraud, disrupt service, reverse engineer protected components, compromise security, infringe rights, or upload data they are not authorized to share.
Support is provided through the support channels and terms associated with the customer's plan. Standard support starts with version, platform, license status, backup status, screenshots, logs, and issue descriptions. Emergency recovery work depends on available backups and customer-controlled restore points.
These terms are entered into with Granite Hall Solutions LLC, 7901 4th St N, Ste 300, St. Petersburg, FL 33702. Questions about these terms, subscriptions, or support can be sent to [email protected] or [email protected].