FinaMetrica Third Party Service Providers

 

This page outlines the third party service providers/processors that FinaMetrica, a PlanPlus Global company, uses in delivering our products, services and support to our advisors and their clients.



Current as of May 24, 2018


Third Party Service Provider/ Processor

Purpose

Country Location

Jira (support ticket system powered by Atlassian)

Manage and track support requests.

United States

Hubspot (cloud-based CRM)

Customer Relationship Management.

United States

LiveChat (support chat tool)

Chat service for customer support.

United States

Worldpay (payment gateway)

Process online payments.

UK

Webcoda (software developer)

Development and maintenance of Risk Profiling System including website and financial risk tolerance test.

Australia

TechData (webhosting service provider)

Hosting of Risk Profiling System including website and financial risk tolerance test

Australia

QuickBooks Online (accounting software)

Billing and Accounts management.

United States

Regional Partners (sales and marketing consultants)

Sales and marketing support.

Germany, India, South Africa, UK