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Planner Securities
Location
641 Lexington Avenue, Ste 1423,
New York, 10022, NY,
United States
Website
https://www.plannersecurities.com/
Phone
1 646-381-7000
Artw industry
Banking and Financial Services
Employee
Revenue

Planner Securities Technographics

Planner Securities Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Planner Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Planner Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Planner Securities has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2024, Snowplow Analytics for Marketing Analytics in 2024, ETNA Trader for Trading Platform in 2017 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Planner Securities is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , Snowplow or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Planner Securities revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Planner Securities intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Planner Securities Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2024 2024
Collaboration Collaboration 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Snowplow Legacy Snowplow Analytics Marketing Analytics CRM n/a 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ETNA Software Legacy ETNA Trader Trading Platform Investment Management n/a 2017 2017
In 2017, Planner Securities implemented ETNA Trader Trading Platform to launch its Alpha Plan white label trading service announced in February 2017 with ETNA Software. The implementation targeted active traders with a focus on equity and options trading and positioned ETNA Trader as the customer facing trading front end. Deployment centered on a multi channel web and mobile front end combined with a back office order management system module inferred from the announcement. Functional capabilities implemented include online order entry and execution workflows, order management functions, account and position reporting, and administrative back office processing consistent with a Trading Platform. ETNA Software's involvement supported configuration of the white label user interface and accelerated the firm’s go to market timeline, enabling Planner Securities to provision retail facing trading services without extended in house development. Operational scope encompassed trading, operations and compliance functions for equity and options products, with governance focused on platform configuration, user provisioning and operational handoffs between front office and back office teams.
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2016 2016
Transactional Email PaaS 2023 2023
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2023 2023
Domain Name System (DNS) IaaS 2015 2015
Domain Name System (DNS) IaaS 2015 2015
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2023 2023
DDoS Protection CyberSecurity 2017 2017
IT Decision Makers and Key Stakeholders at Planner Securities
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Planner Securities Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Planner Securities Technographics

Planner Securities is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $5.0 million.

Planner Securities operates a diverse technology stack with applications such as Cisco Webex Meetings, Snowplow Analytics and ETNA Trader, covering areas like Audio Video and Web Conferencing, Marketing Analytics and Trading Platform.

Planner Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Cisco Systems, Snowplow and ETNA Software.

Planner Securities recently adopted applications including Cisco Webex Meetings in 2024, Snowplow Analytics in 2024 and Pathwire Mailgun in 2023, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Planner Securities’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Planner Securities’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Planner Securities technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.