Data processing agreement in Wealth management software
Without a published DPA you cannot review the contract before you talk to sales.
0 of 11 vendors we measured here publish it, that is 0%. Last checked 2026-09-02.
0% here against 14% across every category we measure. Wealth management software sits below the overall share for this criterion.
Back to Data processing agreement across all categories, or to Wealth management software.
Published
Published and readable without a login.
None of the vendors we measured here published this.
No data processing agreement found.
We reached at least one address for each of these vendors and none of them carried it. That is what we found at the addresses we checked, on the date we checked them, and not a statement about what the vendor has.
| Vendor | What we found |
|---|---|
| Addepar | 8 addresses checked |
| Additiv | 8 addresses checked |
| Advyzon | 8 addresses checked |
| Altruist | 8 addresses checked |
| Asset-map | 8 addresses checked |
| Avaloq | 8 addresses checked |
| Backbase | 8 addresses checked |
| Betterment Advisor | 8 addresses checked |
| Black Diamond | 8 addresses checked |
| Morningstar Advisor | 8 addresses checked |
| Pontera | 8 addresses checked |
Not measured
We could not look at these, or their robots.txt asks us not to. That says something about our measurement, not about them, and they are left out of the percentage above.
| Vendor | What we found |
|---|---|
| Envestnet | The vendor’s server blocked or rate-limited our crawler, so this was not measured. |
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