SMS & Messaging Policy

How text messaging works on Aqvori

Aqvori, operated by Pontos Platforms LLC, is a client-management platform used by professional firms to run their client engagements. This page describes the SMS program end to end: who receives messages, how consent is collected, what the messages contain, and how to stop them. Last updated: June 2026.

1. The program

Firms using Aqvori can send transactional, account-related text messages to their own clients — and only to clients who have explicitly opted in. Message types are limited to: portal login verification codes, appointment and meeting reminders, case or project status updates, document requests, and meeting confirmations. No marketing, promotional, or advertising messages are sent. Mobile numbers and opt-in data are never shared with, sold to, or traded with third parties or affiliates for marketing purposes — see our Privacy Policy.

2. How clients opt in

  1. A firm invites its client to the private, secure Aqvori client portal.
  2. On first login — before any SMS is sent — the portal presents a standalone Communication Consent screen. SMS consent is unchecked by default.
  3. To receive text messages, the client must actively check the SMS consent box shown below. The date, time, and source of consent are recorded.
  4. After opting in, the client receives a one-time confirmation message (sample in section 3).
Replica of the portal consent screen

Communication preferences

Choose how [Firm Name] may contact you. You can change this any time in your portal settings.
I consent to receive email communications about my engagement with [Firm Name].
I consent to receive text-message communications about my engagement with [Firm Name]. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe, HELP for help.
See the Aqvori Privacy Policy and Terms of Service.

Consent can be withdrawn at any time, either by unchecking the box in portal settings or by replying STOP to any message.

3. What the messages look like

Opt-in confirmation

[Firm Name] via Aqvori: You are opted in to receive account, case, and appointment text messages. Message frequency varies. Msg&Data rates may apply. Reply HELP for help, STOP to opt out.

Portal login verification (OTP)

Your Aqvori portal verification code is 481920. Sent by [Advisor Name] at [Firm Name]. Do not share this code.

Appointment reminder

Reminder from [Firm Name]: your consultation with [Advisor Name] is Mon Jun 16 at 10:00 AM. Reply STOP to opt out.

Case status update

[Firm Name]: your case documents were received and your claim is now under review. View details in your portal. Reply STOP to opt out.

Document request

[Firm Name]: we need one more document to proceed. Please upload it in your secure Aqvori portal. Reply STOP to opt out.

4. Frequency and rates

Message frequency varies with activity on the client's engagement — typically a few messages per month. Message and data rates may apply, charged by the recipient's mobile carrier. Carriers are not liable for delayed or undelivered messages.

5. Opt out and help

6. Contact

Questions about this program: support@aqvori.com — Pontos Platforms LLC, operator of the Aqvori platform (aqvori.com).