About iPlanGroup
iplangroup.comAs an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds. Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional , Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also offer Coverdell Educational Savings Accounts and Health Savings Accounts. We also provide a single point of contact, a Client Relationship Specialist, who supervises the delivery of excellent service from a highly experienced, multidisciplinary team of specialists. Our Client Relationship Specialists truly understand your unique needs as a Self-Directed investor and all having backgrounds in financial services with a wide range of experience gives you more personalized attention to attain your specific goals. Offering no investment advice or promoting any investments, we are an independent, passive administrator offering you unparalleled service and support with a simplified fee structure. Our fees are clearly detailed allowing you to easily see the superior value provided by choosing us as your retirement savings partner. Online access to your account information allows you to monitor your account anytime, whenever it’s convenient for you. (855) 604-7526 (440) 484-5566 [email protected] www.iPlanGroup.com
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
iPlanGroup uses 5 different technologies from 14 different vendors. They have above average use of several technologies including Sucuri CloudProxy, Salesforce.com CRM and Reflexion.
Product Categories
iPlanGroup uses products from 17 different product categories. They are particularly heavy users of products in Web Analytics, Web Content Management, and Customer Relationship Management (CRM).
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Sucuri CloudProxy | Cloud Security | Sucuri |  |
| Salesforce.com CRM | Customer Relationship Management (CRM) | Salesforce.com, inc | |
| Reflexion | Email Communications Technologies | Sophos Limited | |
| Really Simple Systems | Customer Relationship Management (CRM) | Really Simple Systems |  |
| Pardot | Marketing Automation | Salesforce.com, inc | |
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