Service Provider

This page outlines the third party service providers/processors that PlanPlus Global uses in delivering our products, services and support to our advisors and their clients.

Current as of December 1, 2020
Jira (support ticket system powered by Atlassian)

Manage and track support requests.

United States

Salesforce (cloud-based CRM)

Customer Relationship Management; and Manage and track support requests.

United States

Hubspot (cloud-based CRM)

Customer Relationship Management.

United States

LiveChat (support chat tool)

Chat service for customer support.

United States

Paypal (payment gateway)

Process online payments.


QuickBooks Online (accounting software) The version of Quickbooks (outside of EU) that is in use by PlanPlus Global is not yet GDPR compliant. Intuit Inc., the provider of Quickbooks, is compliant with the California Consumer Privacy Act, which was designed within the same framework as GDPR and contains standards and penalties comparable to, or higher than, those found in GDPR. Quickbooks does not have access to licencee’s client data.

Billing and Accounts management.

United States

G Suite (emails, docs and drives provider)

Hosting of company emails and documents.

United States

EKZero (software developer)

Development and maintenance of SuitabilityPro.

Canada, United States, India

Amazon Web Services  (webhosting service provider)

Hosting of SuitabilityPro.


Kinsta  (webhosting service provider)

Hosting provider for SuitabilityPro, PlanPlusGlobal and some Planit Sites


Broad Street Network (software developer)

Development and maintenance of and its components.

United States, Canada

miniOrange (Xecurify) (Identity and Access Management Solution)

Manages SSO connections between and

United States, India, Ireland

Regional Partners (sales and marketing consultants)

Sales and marketing support.

Germany, India, South Africa, UK


What FinaMetrica is doing to ensure GDPR compliance:

Review of our data inventory, personal data processing and our data operations to ensure our software development, data handling and management practices meet the requirements of GDPR.


Appointment of a Data Protection Officer (DPO), Larry Bowen, who is responsible for our data protection compliance. Larry can be reached at


Perform risk assessments of our business processes and processing activities and where necessary update and implement appropriate physical, technical and organisational measures to meet the requirements of GDPR.


Verifying and updating our arrangements and agreements with third party suppliers (for example: web hosts, developers, CRM platform and regional partners) to ensure that they are GDPR compliant.


Review and update our privacy policy and terms and conditions to meet the requirements of GDPR.


Data Processing Agreement (DPA)
We will require all EU subscribers to re-accept our terms and conditions agreement (which includes the updated privacy policy) when they next log in after the 25th May. Note that our terms and conditions and privacy policy together forms our DPA with our subscribers.


Implement required changes to our policies and procedures, to meet the requirements of GDPR, including our consent opt-in process and notification to data subjects of their GDPR rights. You’ll soon be receiving a notice from us in relation to the above.


Verifying and communicating our GDPR compliance to you.


I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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