BeyondWill Subprocessors
BeyondWill is an advisor growth dashboard built on estate-planning data.
- Subprocessors
- 16
- Categories
- 10
- Last scanned
| Name | Category | Purpose | Location | Data processed |
|---|---|---|---|---|
| Google Cloud Platform | Cloud Infrastructure | Cloud hosting, application compute, managed database, secrets, and logging | – | All customer data processed and stored by the platform |
| Google Cloud Storage | Cloud Infrastructure | Document, media, and file storage | – | Uploaded documents, generated files, and media |
| Auth0 by Okta | Authentication | Identity and access management, sign-in and sign-up | – | Name, email address, and authentication metadata |
| Cloudflare | Cloud Infrastructure | DNS, TLS termination, web application firewall, DDoS protection, rate limiting, and bot mitigation (Turnstile) | – | IP address, request metadata, and device and browser signals |
| Anthropic | AI | AI-assisted document data extraction and in-product assistance | – | Contents of uploaded documents, which may include names, contact details, government identifiers, and financial and estate information |
| OpenAI | AI | AI-assisted features and data extraction | – | Contents of uploaded documents and related inputs, which may include names, contact details, government identifiers, and financial and estate information |
| Stripe | Payment Processing | Payment and subscription processing | – | Name, email address, billing details, and payment information |
| SendGrid | Transactional and notification email | – | Name, email address, and message content | |
| Google Analytics | Analytics | Website and product usage analytics | – | Usage data, device and browser data, and IP address |
| Google Tag Manager | Analytics | Deployment and management of analytics and marketing tags | – | Usage and event data |
| Microsoft Clarity | Analytics | Session and behavior analytics | – | Usage data, session interactions, and IP address |
| Mixpanel | Analytics | Product usage and event analytics | – | User identifiers and product event data |
| Product Fruits | Product | In-product onboarding and guidance | – | User identifiers and product usage data |
| Google Places (Google Maps Platform) | Maps | Address autocomplete and validation | – | Address input data |
| Sentry | Error Tracking | Application error and performance monitoring | – | Diagnostic data, which may incidentally include personal data contained in error context |
| GitHub Actions | Developer Tools | Build and deployment automation | – | Source code and build artifacts; no customer personal data in normal operation |
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