Investor management
Portfolio Management
Fund Accounting & Admin
Asset Management
Private Wealth
Banks
Service Providers
Customer Success
Technical Capabilities
Security
Need help? Contact our sales team
Investor management
Portfolio Management
Need help? Contact our sales team
Asset Management
Private Wealth
Banks
Service Providers
Need help? Contact our sales team
Customer Success
Technical Capabilities
Security
Need help? Contact our sales team
Need help? Contact our sales team
Sub-Processors
Infrastructure
We use these Subprocessors for hosting and running our Services. These are third parties that store and process your data within our Service.
Provider (and Parent as applicable) | Purpose | Location(s) by Country |
Amazon Web Services, Inc. (and Amazon Web Services EMEA SARL) | Cloud Hosting & Infrastructure | Countries designated in Subscription Agreement as relevant. By default: Germany |
MongoDB Limited | Cloud Database Infrastructure | Countries designated in Subscription Agreement as relevant. By default: Germany |
Platform
We use these Subprocessors to help us manage and provide the Service.
Provider (and Parent as applicable) | Purpose | Location(s) by Country |
Twilio, Inc (SendGrid, Inc.) | Email API / Transactional Email Infrastructure | United States |
Docusign Inc. | Secure e-signature Infrastructure | United States |
Microsoft Corporation | Productivity Applications, Add-In Distribution | United States |
Customer and Support Services
We use these Subprocessors to offer direct support services to you and your team. They are primarily used for communications between Customers and our support teams.
Provider (and Parent as applicable) | Purpose | Location(s) by Country |
Hubspot Inc. | Customer Relationship Management and Support | United States |
Slack Technologies Inc. (Salesforce Inc.) | Internal & External Communications | United States |
Gong Inc. | Communications & Call Recording / Transcription | United States |
Atominvest Entities
Other Atominvest Entities involved in offering the Services.
Provider (and Parent as applicable) | Purpose | Location(s) by Country |
Atominvest Software Inc. | Wholly owned Atominvest subsidiary for support services | United States |
Platform Subprocessors for AI Features
We use these Subprocessors to help us manage and provide AI Features within the Service.
Provider (and Parent as applicable) | Purpose | Location(s) by Country |
OpenAI | AI Product Features | United States |
Anthropic | AI Product Features | United States |
Google Cloud | AI Product Features | United States |