Intelliflo Subprocessors
Intelliflo provides software for financial advice firms, including the intelliflo office platform.
- Subprocessors
- 16
- Locations
- 5
- Categories
- 13
- Last scanned
| 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) | 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
|
No subprocessors match your filters.
November 6, 2026
+16 added
- + Amazon Web Services, Inc. (Cloud Infrastructure)
- + Certua (Software Development)
- + eValue (Financial Planning)
- + Glia (Customer Engagement)
- + Godel Technologies (Software Development)
- + Implicit, Inc. (Email Integration)
- + INSCALE (Software Development)
- + Mailchimp (The Rocket Science Group LLC) (Email)
- + Maytech Communications Limited (Quatrix) (File Transfer)
- + Microsoft Corporation (Cloud Infrastructure)
- + OpenText (Document Management)
- + GB Group (Identity Verification)
- + Snowflake, Inc. (Database)
- + WalkMe Limited (Digital Adoption)
- + Yodlee (Envestnet) (Financial Data)
- + Zoom (Lionheart Squared Limited) (Video Conferencing)