SuitabilityPro™: PlanPlus Global Third Party Service Providers

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 November 15, 2019
THIRD PARTY SERVICE PROVIDER/ PROCESSOR PURPOSE COUNTRY LOCATION
Jira (support ticket system powered by Atlassian)

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.

US

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.

Canada

Kinsta  (webhosting service provider)

Hosting provider for SuitabilityPro, PlanPlusGlobal and some Planit Sites

Canada

Broad Street Network (software developer)

Development and maintenance of planplusglobal.com and its components.

United States, Canada

miniOrange (Xecurify) (Identity and Access Management Solution)

Manages SSO connections between planplusglobal.com and suitabilitypro.com

United States, India, Ireland

Regional Partners (sales and marketing consultants)

Sales and marketing support.

Germany, India, South Africa, UK