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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

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United Planners' Group
Location
7333 E Doubletree Ranch Rd Ste 120,
Scottsdale, 85258-2051, AZ,
United States
Website
https://www.unitedplanners.com/
Phone
1 480-991-0225
Artw industry
Professional Services
Employee
Revenue

United Planners' Group Technographics

United Planners' Group Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by United Planners' Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 42 United Planners' Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that United Planners' Group has purchased the following applications: Microsoft 365 for Collaboration in 2019, Redtail Imaging for Document Management, Intelligent Document Processing in 2022, Salesforce Pardot for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems United Planners' Group is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Orion Advisor Solutions 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 United Planners' Group 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 United Planners' Group 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.

United Planners' Group Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Redtail Imaging Document Management, Intelligent Document Processing Content Management n/a 2022 2022
In 2022, United Planners' Group appeared among firms highlighted on Redtail's website, an association that supports an inferred adoption of Redtail Imaging in the Document Management,Intelligent Document Processing category. This public listing, together with United Planners' participation in advisor distribution channels that commonly adopt Redtail CRM, grounds the inference that Redtail Imaging is being used to manage advisor client documentation. The implementation profile for Redtail Imaging in this context aligns with a cloud hosted document management deployment that emphasizes image capture, optical character recognition and metadata indexing to associate documents with client records in Redtail CRM. Operational scope is focused on advisory and client service functions within the firm and its advisor distribution channels, with governance oriented to secure retention, access controls and SEC compliant record storage and retrieval workflows.
Web Content Management Content Management 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Pardot Marketing Automation CRM n/a 2020 2020
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Incident Management ITSM 2018 2018
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2013 2013
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2012 2012
Application Hosting and Computing Services IaaS 2016 2016
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
Web Application Firewalls (WAF), DDoS Protection CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at United Planners' Group
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by United Planners' Group Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD United Planners' Group Technographics

United Planners' Group is a Professional Services organization based in United States, with around 42 employees and annual revenues of $5.0 million.

United Planners' Group operates a diverse technology stack with applications such as Microsoft 365, Redtail Imaging and Salesforce Pardot, covering areas like Collaboration, Document Management, Intelligent Document Processing and Marketing Automation.

United Planners' Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Orion Advisor Solutions and Salesforce.

United Planners' Group recently adopted applications including Slack Connect in 2022, Redtail Imaging in 2022 and Cloudflare CDN in 2022, highlighting its ongoing modernization strategy.

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

Our research team continuously updates United Planners' Group’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 United Planners' Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.