TMCnet News
The Entrust Group Leveraged "Financial Fitness" to Advance its Online Presence and Transaction Volume in 2016OAKLAND, Calif., April 4, 2017 /PRNewswire/ -- The Entrust Group, Inc. is leading the self-directed IRA industry into the digital sphere. In 2016, the number of people using its online client portal soared from 500 to 9,800—an increase of 1860%. The Entrust client portal accounted for 35% of new self-directed IRA applications, and users continue to login to monitor their accounts and conduct business, to the tune of 300 unique logins daily. In addition, its website was a finalist in the 2016 HubSpot Impact awards. Many of the transactions clients log in to perform are investment purchases. Entrust clients bought real estate valued at $92.8 million in 2016, and sold property worth a total of $42.5 million. Clients also bought $229 million in alternative assets, such as private stock, limited partnerships, and limited liability companies. The timeliness of Entrust's focus on encouraging inestors to improve their "financial fitness," was demonstrated by the completion of cash and in-kind transfers from other institutions, representing more than $310 million in new assets. The Entrust Group now administers over $2 billion in self-directed assets for its clients. New Office and New Education Offering Attendees found the 2016 IRA Academy "structured and informative," "pertinent and relevant." The 2017 IRA Academy will be held October 23-27 at the Rosen Plaza Hotel in Orlando, Florida. With the opening of an office in Phoenix, Arizona, Entrust now boasts eight offices nationwide, the most of any self-directed IRA administrator. Kevin Mark, who has more than 20 years in the real estate, business development, banking, and investment sectors, heads the Phoenix office. About The Entrust Group, Inc.
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/the-entrust-group-leveraged-financial-fitness-to-advance-its-online-presence-and-transaction-volume-in-2016-300433830.html SOURCE The Entrust Group, Inc. |