SmartPath Subprocessors
SmartPath provides financial wellness and retirement planning solutions, including SmartPath Learn and SmartPath Coach, for employers, retirement plan advisors, brokers, fintech companies, and banks.
- Subprocessors
- 17
- Categories
- 15
- Last scanned
| Name | Category | Purpose | Location | Data processed |
|---|---|---|---|---|
| BigMarker ↗ | Video | To maintain records of attendance for wealth management informational classes | – | Name |
| Calendly ↗ | Scheduling | To schedule appointments with our Coaches and Advisors | – | Name, Email Address, Phone Number |
| Customer.io ↗ | Marketing | External communications | – | Name, Email, Phone Number, Activity Data |
| Files.com ↗ | Storage | Secure file transfer from organizations | – | Name, Email, Phone Number, Date of Birth (at user organization’s discretion), Unique User ID |
| Fireflies.ai ↗ | AI | Meeting and call recording transcription and AI summarization services | – | Name, Call Recordings and Contents |
| Google Analytics ↗ | Analytics | Analysis of underlying data relating to website traffic | – | IP Address, Device Attributes, Device Settings, Network Connection Information |
| Google Cloud Platform ↗ | Cloud Infrastructure | Cloud hosting to store data on behalf of SmartPath | – | Name, Email Address, Phone Number, User Activity, Financial Information (Range only), Age Range (no Date of Birth), Marital Status, Dependent Status, Debt (Type & Range Amount only), Credit Rating / Score, Income (Range), Savings (Range), 401(k) Contributions (Range), Total Assets (Range), Pension, Living Situation, Income Tax Filing |
| Google Workspace ↗ | Productivity | Email communications, calendar management, document creation | – | Name, Email Address, Phone Number, Generated Reports with Financial Information |
| Helpscout ↗ | Customer Support | Customer support management tool (shared inbox) | – | Name, Email, IP Address |
| Metabase ↗ | Analytics | Customer and internal reporting | – | Name, Email Address, Phone Number, User Activity, Financial Information (Range only), Age Range (no Date of Birth), Marital Status, Dependent Status, Debt (Type & Range Amount only), Credit Rating / Score, Income (Range), Savings (Range), 401(k) Contributions (Range), Total Assets (Range), Pension, Living Situation, Income Tax Filing |
| RingCentral ↗ | Communications | Telephony | – | Phone Number, Call Recordings |
| RightCapital ↗ | Fintech | To assist client in retirement planning and strategizing | – | Name, Email Address, Phone Number, User Activity, Financial Information (Range only), Age Range (no Date of Birth), Marital Status, Dependent Status, Debt (Type & Range Amount only), Credit Rating / Score, Income (Range), Savings (Range), 401(k) Contributions (Range), Total Assets (Range), Pension, Living Situation, Income Tax Filing |
| Sentry ↗ | Error Tracking | Auto-capture of user activity to streamline support | – | Session Activity, IP Address, Device Attributes, Device Settings, Network Connection Information |
| Slack ↗ | Communications | Internal SmartPath team communications | – | Name, Email Address |
| SurveySparrow ↗ | Forms | Surveys and intake form information | – | Email Address, Survey Responses |
| Wealthbox ↗ | CRM | To assist in client wealth planning | – | Name, Email Address, Phone Number, User Activity, Financial Information (Range only), Age Range (no Date of Birth), Marital Status, Dependent Status, Debt (Type & Range Amount only), Credit Rating / Score, Income (Range), Savings (Range), 401(k) Contributions (Range), Total Assets (Range), Pension, Living Situation, Income Tax Filing, Sessions Recordings (Optional) |
| Zapier ↗ | Automation | Vendor system automation | – | Name, Email Address, Phone Number, User Activity, Financial Information (Range only), Age Range (no Date of Birth), Marital Status, Dependent Status, Debt (Type & Range Amount only), Credit Rating / Score, Income (Range), Savings (Range), 401(k) Contributions (Range), Total Assets (Range), Pension, Living Situation, Income Tax Filing |
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