Wheelhouse Advisors’ current Sub-Processors are:

Effective December 2020

• Ardohr Limited (trading as CreDec; BACS agency)
• Arkk Consulting Ltd. (COREP reporting software and Annex IV reporting software)
• Autus Data Services Limited (validation of CRM data)
• Callitech Limited (trading as Moneypenny; telephone message services)
• Creditsafe Business Solutions Limited (know-your-customer monitoring)
• Consilium UK Limited (network information technology managed service provider)
• Docusign, Inc. (digital signature management)
• Glide Practice Solutions Ltd (practice management software)
• Iron Mountain Inc. (document archiving)
• Kelly’s Storage Limited (document archiving)
• Lloyds Bank PLC (bankers)
• LuxTrust (certificate issuer for usage of Cetrel’s submission portal – see Six Payment Services)
• Microsoft Corporation (Microsoft Office 365 and cloud hosting)
• Mimecast Services Limited (email archiving)
• New Forest Advisory LLP (trading as Barefoot Lawyer; Legal Services)
• Pay Dashboard Limited (payroll provider)
• Rapid7, LLC (penetration test provider)
• Stericycle Inc. (trading as Shred-It; document destruction)
• Six Payment Services (Cetrel Securities submission portal to CSSF)
• Thomson Reuters (Professional) UK Limited (bridgeware for VAT MTD compliance)
• Xero (UK) Limited (accounting software)
• Yoti Ltd (know-your-customer client onboarding)
• Zestia Limited (CRM platforms)