WealthCounsel Subprocessors
WealthCounsel provides estate planning and wealth management document automation and practice management software for attorneys and financial professionals.
- Subprocessors
- 19
- Categories
- 15
- Last scanned
| Name | Category | Purpose | Location |
|---|---|---|---|
| Salesforce | CRM | Sales | – |
| Amazon Web Services ↗ | Cloud Infrastructure | Cloud provider | – |
| Cloudflare ↗ | Cloud Infrastructure | DNS, CDN, Zero Trust | – |
| Anthropic ↗ | AI | Engineering | – |
| Shopify ↗ | E-commerce | Customer support | – |
| HubSpot ↗ | CRM | Marketing | – |
| DocuSign ↗ | Documents | Document management | – |
| Alchemer ↗ | Forms | Customer support | – |
| Arctic Wolf ↗ | Security | Managed security monitoring | – |
| Cybersource ↗ | Payment Processing | Finance and payments | – |
| Domo ↗ | Analytics | Data analytics | – |
| KEAP, Infusionsoft ↗ | Sales | Sales | – |
| NetSuite ↗ | ERP | Finance and payments | – |
| L-Soft Listserv ↗ | Collaboration | Collaboration | – |
| Insycle ↗ | Sales | Sales | – |
| OwnBackup ↗ | Backup | Sales | – |
| Revenue ↗ | Sales | Sales | – |
| SnapEngage ↗ | Customer Support | Customer support | – |
| Swoogo ↗ | Events | Customer support | – |
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