"PEOPLE. PROCESS. TECHNOLOGY."

Products & Solutions Uniquely Tailored to the Investment Advisory Community

About UNAPEN

About UNAPEN

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.  We have developed applications and solutions that will maximize your productivity, improve your services, and give your business the competitive edge.

Software Products

Software Products

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

IT Services

IT Services

UNAPEN is a technology and business consultant that has provided IT solutions for over 20 years. We offer multi-level, secure remote IT 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.

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Insights from the Advent Users Group meeting – Chicago 5-9-12

 I went to the Advent Users Group (AUG) meeting in Chicago last week and I wanted to...

Project Mgmt Series – What exactly is project management?

What exactly is project management? This is the first in a series on project management, specific to delivering complex solutions to financial services firms as well as on a broader spectrum.

What’s a UNAPEN?

What's a UNAPEN? Strategic Consulting, IT Services and Software Solutions for investment managment firms.

UNAPEN Promotes Robert Harriss

UNAPEN announced today the appointment of Robert Harriss to the position of Application Services Manager. Mr. Harriss will be responsible for overseeing all aspects of the Application Services group that provides code construction, unit testing and release processes for custom development, R&D and release-based software products.

People. Process. Technology.

For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.

A Look Into Managed IT Services

Who is minding your IT store? UNAPEN's managed IT services is the answer you have been searching for.

ClientLogix CRM key to bank’s growth strategy

UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.

Boost Client Growth with ClientLogix 4.0

UNAPEN, Inc. is proud to announce the general release of ClientLogix™ 4.0, a coordinated business intelligence portal and client relationship management solution tailored for financial services.

Washington Trust Commences Second Phase

Washington Trust Wealth Management and UNAPEN, Inc. are pleased to announce the second phase of an enterprise rollout of UNAPEN’s ClientLogix CRM and Business Intelligence platform.

Has Your Firm Outgrown Simple Contact Management?

UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™