Investment Planners
Finance · Illinois, United States · 201-500 Employees
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Overview
Headquarters
226 W Eldorado St, Decatur, Illinois, 62...Phone Number
(217) 425-6340Website
www.investment-planners.comRevenue
$72.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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1
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About Investment Planners
IPI Wealth Management connects independent financial professionals with holistic support to help them thrive and focus on their clients. With over 35 years of experience, the company offers personalized services including compliance, technology, operational support, investment solutions, and marketing. Their goal is to empower advisors to grow their businesses while strengthening client relationships through streamlined operations. IPI Wealth Management is dedicated to building a better future for financial professionals and their clients.Explore more
Investment Planners Org Chart
SP
President
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Activity Insights
Investment Planners is experiencing very low activity levels compared to other companies in the Finance sector.
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Investment Planners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Investment Planners.
Investment Planners Tech Stack
A closer look at the technologies used by Investment Planners
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Most Recent Scoops
Pain Point
Project
, according to a front-line source in financial planning, is planning to remediate challenges related to data storage and management. Investment Planners is planning to increase funding. The organization is currently evaluating Microsoft Azure Files, and NetApp BlueXP Cloud Volumes ONTAP. Investment Planners is focused on artificial intelligence as an agent to improve cost effectiveness and efficiency.
Cloud, Pain Point, Data Center, Storage, Spending/Investment, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to workforce planning. The organization is currently evaluating ADP Workforce Now and Oracle PeopleSoft. Investment Planners will be increasing funding and is expected to increase permanent employee workforce to support these efforts. Investment Planners is adopting artificial intelligence to improve efficiency and performance.
Spending/Investment, Financial Planning, Employee Relations, Workforce Management, Artificial Intelligence, Finance, Financial Strategy, HR Operations
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to budget creation and management. The organization is currently evaluating Oracle Cloud EPM Planning and SAP Business Planning and Consolidation (BPC). Investment Planners will be increasing funding and is expected to increase permanent employee workforce to support these efforts. Investment Planners is adopting artificial intelligence to improve efficiency and performance.
Cloud, Consolidation, Spending/Investment, Financial Planning, Artificial Intelligence, Business Finance, Finance, Financial Operations, Financial Strategy
Project
, according to a front-line source in financial planning, began leveraging AI-driven portfolio and investment management within the last three to six months.
Spending/Investment, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Pain Point
Project
Pain Point, Spending/Investment, Automation, Accounting, Financial Planning, Financial Systems, Software, Finance, Financial Strategy, Risk
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IPI Wealth Management connects independent financial professionals with holistic support to help them thrive and focus on their clients. With over 35 years of experience, the company offers personalized services including compliance, technology, operational support, investment solutions, and marketing. Their goal is to empower advisors to grow thei... Read More
