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 January 3, 2019


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)

FinaMetrica is actively working on a migration to AWS as Techdata is not yet GDPR compliant.
Techdata does not have access to licencee’s client data.

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

Australia

QuickBooks Online (accounting software)

The version of Quickbooks (outside of EU) that is in use by FinaMetrica is not yet GDPR compliant. Intuit Inc., the provider of Quickbooks, is compliant with the California Consumer Privacy Act, which was designed within the same framework as GDPR and contains standards and penalties comparable to, or higher than, those found in GDPR. Quickbooks does not have access to licencee’s client data.

Billing and Accounts management.

United States

G Suite (emails, docs and drives provider)

Hosting of company emails and documents.

United States

Regional Partners (sales and marketing consultants)

Sales and marketing support.

Germany, India, South Africa, UK