Intelliflo Subprocessors

Intelliflo provides software for financial advice firms, including the intelliflo office platform.

Financial Services Software intelliflo.com
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Subprocessors
16
Locations
5
Categories
13
Last scanned

16 subprocessors

Name Category Purpose Location
Amazon Web Services, Inc. Cloud Infrastructure Computing, storage and application services United Kingdom EMEA
Certua Software Development Software development and support United Kingdom
eValue Financial Planning Financial planning solution integration United Kingdom
Glia Customer Engagement Co-browsing and text, audio and video communication with clients, with recording United States EMEA
Godel Technologies Software Development Software development and support EMEA
Implicit, Inc. Email Integration Outlook integration for uploading emails into intelliflo office APAC United States EMEA
INSCALE Software Development Software development Denmark
Mailchimp (The Rocket Science Group LLC) Email Mail campaign delivery United States
Maytech Communications Limited (Quatrix) File Transfer Secure data transfer EMEA
Microsoft Corporation Cloud Infrastructure Operating systems for servers and databases; storage for SharePoint and OneDrive; Teams APAC United States EMEA
OpenText Document Management Hosted inbox for advisor fee payments EMEA
GB Group Identity Verification Address verification United Kingdom
Snowflake, Inc. Database Warehouse technology, development and support United Kingdom
WalkMe Limited Digital Adoption Digital adoption platform and learning tool APAC United States EMEA
Yodlee (Envestnet) Financial Data Financial data aggregation, analytics and account verification APAC
Zoom (Lionheart Squared Limited) Video Conferencing Video conferencing, online meetings and messaging APAC United States EMEA

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