Investment/Wealth Mgmt & Family Office CRM & Mobility
A Client Relationship Management, Business Intelligence & Compliance solution – built on the Infor CRM platform – that simplifies the daily challenges of Investment Advisers, Wealth Managers, Family Offices, Bank & Trusts, Private Equity, Hedge Funds & Fund of Funds.
ITCOMPLETE Suite of Services
A multi-layered IT strategy that protects your firm, your clients and your budget!
Run Your Business Anywhere
Guaranteed Ransomware Protection
“I often hear that with the right technology, a business can overcome any functional issue – a misconception that seems to drive far too many technology initiatives.
The real requirement is a capable team of people that understand and agree on a process that brings results.
Those people and that set of processes need to be supported by the right technology, otherwise the people and the process turn into slaves to the technology….”
-Joseph Walker, CEO, UNAPEN, Inc.