Products & Solutions Uniquely Tailored to the Investment Advisory Community


UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the:

  •     Financial Services Industry,
  •     Educational Institutions,   
  •     Non-Profit Organizations.  

We have developed applications and solutions that will maximize your productivity, improve your services, and give your business the competitive edge.

New! Synchronize QuickBooks with Portfolio Accounting!

Complimentary Whitepaper:

The Data Automation Imperative – 10 Solid Gold Tips for Keeping Management, Operations and Compliance In the Know

Download here

Software Products

Welcome to UNAPEN’s Product Suite: 

Our custom products are tailored for the investment advisory community to help your firm boost profitability, improve employee productivity, streamline internal systems and increase client satisfaction. It’s time to put your client’s information at your fingertips!

New!! See a 90 second video of the new Xbar for ClientLogix- CRM inside of Microsoft Outlook!!

New! See the CRM Mobile v.3 for SmartPhones!

 New! See the CRM Mobile v.3 for iPads!

IT Services

UNAPEN is a technology and business consultant that has provided IT solutions over the past 20+ years to:

  •     Investment Managers,
  •     Wealth Managers,
  •     Educational Institutions 
  •     Non-Profit Organizations.

We offer multi-level, secure remote IT & Disaster Recovery services to protect your data, reduce or eliminate IT payroll expense, and maintain your critical systems. We will help you plan and design the best system for your needs.

 View the Webinar – “The Latest in Disaster Recovery Solutions”

ITComplete, DATASAFE, Data backup, disaster recovery, business continuity



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