List of Sub-Processors

  • Company Name
  • Sub-processing Activities
  • Location
  • Country
  • Anthropic PBC *
  • AI-assisted processing of Customer Data in support of professional services, implementation, and technical support engagements (applies only where a Client’s data is submitted to the service by Planful personnel in the course of a services or support engagement). Customer Data is not used to train Anthropic’s models.
  • San Francisco, CA
  • United States
  • 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
  • Anthropic PBC *
  • AI-assisted processing of Customer Data in support of professional services, implementation, and technical support engagements (applies only where a Client’s data is submitted to the service by Planful personnel in the course of a services or support engagement). Customer Data is not used to train Anthropic’s models.
  • San Francisco, CA
  • United States
  • 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

* Anthropic, PBC is engaged as a sub-processor solely in connection with professional services, implementation, and support activities performed by Planful personnel. Anthropic does not train its models on Planful Client data. Clients who wish to exclude their data from AI-assisted service delivery may contact privacy@planful.com.