Vendor Name | Subject matter of the processing | Location in which data is hosted |
| Creanova Limited T/A Genovo | Data Hosting of SaaS "Genovo" reporting software | EU |
| Defaqto Limited | Data Hosting of SaaS "Defaqto Engage" Investment planning software | EU |
| Distribution Technology Limited | Data hosting of SaaS "Dynamic Planner WealthConnect" | UK |
| DocuSign Inc | Data hosting of SaaS "Docusign eSignature Business Pro Edition" digital signature platform | EU |
| FE fundinfo (UK) Limited T/A FE Fundinfo | Data hosting of SaaS "CashCalc" cashflow modelling platform | EU |
| ifaDASH | Data hosting of SaaS "ifaDASH" reporting software | EU |
| Intelliflo Limited | Data hosting of Saas "Intelliflo Office" CRM/practice management | GB |
| Iress Portal Limited | Data Hosting of SaaS "Xplan" mortgage sourcing software | GB |
| Paraplanning Online Limited | Data Hosting of SaaS "PPOL" suitability report writing solution | EU |
| Selectapension Limited | Data hosting of SaaS "Selectapension AM-Switching" pension switching package | UK |
| Synaptic Software Limited | "Synaptic" cashflow modelling software | EU |
| Voyant Inc. | Data hosting of SaaS "AviserGo" Financial Planning Solution | EU |
