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)