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List of Sub-Processors

  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • AWS Inc. (US, Canada, UK, Ireland)
  • Hosting of Financial Planning Services
  • Northern Virginia, Oregon, Calgary, Toronto, London, Dublin, Sydney
  • United States, Canada*, United Kingdom, Ireland, Australia
  • AWS Inc. (US, Canada, EU)
  • Hosting of Marketing Planning Services
  • Northern Virginia, Oregon, Calgary, Toronto, Dublin, Frankfurt
  • United States, Canada*, Ireland, Germany
  • Microsoft Azure
  • Hosting of Financial Planning Services
  • Sydney, Melbourne
  • Australia
  • Digital Realty
  • Hosting (US Data only) of Financial Planning Services
  • Northern California
  • United States
  • Pendo.io Inc.
  • In product communications and survey for Financial Planning Services
  • San Francisco, CA / Hyderabad
  • United States, India
  • NetSuite
  • Data Management (only applicable when Client purchases the integration)
  • San Francisco, CA /Hyderabad
  • United States, India
  • Salesforce
  • Support Ticketing
  • San Francisco, CA /Hyderabad
  • United States, India
  • Gainsight
  • Product Usage Analytics and in product engagement
  • San Francisco, CA /Hyderabad
  • United States, India
  • Trend Micro
  • Cloud Security for Marketing Planning Services
  • Northern Virginia, Oregon, Dublin, Frankfurt
  • United States, Ireland, Germany
  • Boomi*

    *Boomi is only a sub-processor for Clients who purchased Boomi connectors with their Planful subscription

  • Data Integration Services for Financial Planning Services
  • Northern California, Northern Virginia, London, Dublin, Sydney, Melbourne
  • United States, United Kingdom, Ireland, Australia
  • OpenAI L.L.C.
  • Machine Learning/AI Data Processing for Financial Planning Services (only applies to customers using AI Features)
  • San Francisco, CA /Hyderabad
  • United States, India
  • Document360 Limited
  • Machine Learning/AI Data Processing for Financial Planning Services (only applies to customers using AI Features)
  • San Francisco, CA /Hyderabad
  • United States, India
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • AWS Inc. (US, Canada, UK, Ireland)
  • Hosting of Financial Planning Services
  • Northern Virginia, Oregon, Calgary, Toronto, London, Dublin, Sydney
  • United States, Canada*, United Kingdom, Ireland, Australia
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • AWS Inc. (US, Canada, EU)
  • Hosting of Marketing Planning Services
  • Northern Virginia, Oregon, Calgary, Toronto, Dublin, Frankfurt
  • United States, Canada*, Ireland, Germany
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Microsoft Azure
  • Hosting of Financial Planning Services
  • Sydney, Melbourne
  • Australia
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Digital Realty
  • Hosting (US Data only) of Financial Planning Services
  • Northern California
  • United States
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Pendo.io Inc.
  • In product communications and survey for Financial Planning Services
  • San Francisco, CA / Hyderabad
  • United States, India
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • NetSuite
  • Data Management (only applicable when Client purchases the integration)
  • San Francisco, CA /Hyderabad
  • United States, India
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Salesforce
  • Support Ticketing
  • San Francisco, CA /Hyderabad
  • United States, India
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Gainsight
  • Product Usage Analytics and in product engagement
  • San Francisco, CA /Hyderabad
  • United States, India
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Trend Micro
  • Cloud Security for Marketing Planning Services
  • Northern Virginia, Oregon, Dublin, Frankfurt
  • United States, Ireland, Germany
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Boomi*

    *Boomi is only a sub-processor for Clients who purchased Boomi connectors with their Planful subscription

  • Data Integration Services for Financial Planning Services
  • Northern California, Northern Virginia, London, Dublin, Sydney, Melbourne
  • United States, United Kingdom, Ireland, Australia
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • OpenAI L.L.C.
  • Machine Learning/AI Data Processing for Financial Planning Services (only applies to customers using AI Features)
  • San Francisco, CA /Hyderabad
  • United States, India
  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Document360 Limited
  • Machine Learning/AI Data Processing for Financial Planning Services (only applies to customers using AI Features)
  • San Francisco, CA /Hyderabad
  • United States, India

*AWS Canada locations will be available starting July 1, 2024.

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