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.

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Subprocessors
17
Categories
15
Last scanned

17 subprocessors

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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