UNAPEN takes pride in partnering with world-class companies. Our partners greatly contribute to our ability to provide products and solutions that make our clients more competitive and more successful. These alliances enrich the client experience and add value to our business solutions and industry expertise.

Our partner network includes leading companies such as Microsoft and Thomson Reuters. Via our partnerships, we receive such benefits as superior developmental resources, which help us develop the precise solutions that meet our clients’ unique financial services needs. In addition, our network of expert resources allows us to provide our clients with exceptional technical support.

Thomson Reuters


Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, intellectual property, science and media markets, powered by the world’s most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs more than 55,000 people and operates in over 100 countries. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges (symbol: TRI).

Thomson Reuters Pricing & Reference Data solutions provide global financial institutions with sophisticated products and services to address valuation risk management, pricing and reference data integration, distribution and management, and content and reference data management. In the current volatile market, our pricing and reference data services offer a much-needed dose of reliability, consistency and impartiality – an independent and professional opinion of the fair market value of a security at a specific point in time. We also deliver enterprise data services for improved business automation using a data management solution that unifies the capability to acquire, distribute and store pricing and reference data.


Infor CRM Channel Partner

Infor CRM™ (formerly Saleslogix) is a fully integrated, client relationship management suite encompassing Sales, Email Marketing, Social Media Marketing and Client Service components. Used by more than 250,000 users at 7,000 companies worldwide, Infor solutions are:

            • Highly customizable and proven.
            • Right-sized for any situation.
            • IT resource friendly.
            • Affordable, offering a low total cost of ownership.
            • Intuitive and designed for maximum user acceptance.
            • Quickly deployable in LAN, Web & Wireless environments.
            • Focused on providing a rapid return on investment (ROI).

UNAPEN, Infor, CRM, Infor CRM, ClientLogix, ClientLogix CRM, Investment management, Investment management CRM, Wealth management, Wealth management CRM, Asset Management, Asset Management CRM, Family Office, Family Office CRM, Banking, Banking CRM





Infor Micro-Vertical Specialization

This is an initiative designed for Infor partners to showcase unique strengths and capabilities with Infor solutions in specific niche markets.

UNAPEN has been awarded 4 micro-vertical credentials within the Financial Services industry due to the firm's expertise in delivering solutions and services in these areas over the past 25 years:

Investment Management

Wealth Management

Family Office


Industry-specific software like ClientLogix is built with last mile functionality which is a hallmark of the Infor strategy. Clients benefit from this type of micro-vertical solution with shorter implementation times, less need for customization and projects delivered within budget.

Solutions Powered by Infor

CRM, Wealth management crm, asset management crm, investment management crm, satuit crm, salentica crm, wealthbox crm, salesforce crm, Advent crm, APX crm, Advent APX crm, Advent Axys crm, Axys crm

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, Private Equity, Hedge Funds & Fund of Funds.

Learn More about ClientLogix...

Infor Sales Intelligence for CRM

Unlock the Power of Data Science

From identifying the customers that are most likely to make a purchase, to knowing their next purchase, data science can give your firm the edge it needs in a highly competitive market.

Learn More about Infor Sales Intelligence...

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As one of the most important resources in providing Microsoft solutions to customers worldwide, Microsoft Certified Partners encompass a broad range of technical expertise and vendor affiliations, and have experience ranging from business intelligence, database design, custom application development, networking, e-commerce, collaboration and other leading edge disciplines.


datto, ITComplete, ITComplete NetScan, ITComplete DataSafe, Ransomware, Cyber Security, UNAPEN, Virus scan, data backup, business continuity, disaster recoveryDatto is an innovative provider of comprehensive backup, recovery and business continuity solutions used by thousands of managed service providers worldwide. Datto’s 200+ PB purpose-built cloud and family of software and hardware devices provide Total Data Protection everywhere business data lives. Datto partners with the best technology providers in the industry to deliver the most robust and seamless BDR and business continuity solutions available.


Solutions Powered by Datto

DATASAFE Logo1 transparent

Business Continuity

ITComplete DATASAFE provides all the benefits of fully automated data backup and disaster recovery that is affordable by any size firm.

Learn more about DataSafe...

Trend Micro, internet content security software, cloud computing security, virtualization, endpoint protection, data security, web threats, ITComplete, UNAPEN



With our threat defense experts focused on your digital security, you can count on having a safer place for your digital information—whether it’s on a mobile device, on your network, in the data center, in the cloud, at work, or at home.  By safeguarding your information, we give you the confidence to work and play in the digital world. From business security solutions to software for online security at home, we’ve helped people and companies protect their valuable information from hackers and the evolving threat landscape for over 25 years. From the endpoint to the network to the cloud, we never stop looking for new ways to protect you from current and emerging threats.

AppRiver, Software-as-a-Service, SaaS, email, Web security, UNAPEN, ITComplete

AppRiver is a Software-as-a-Service (SaaS) provider offering award-winning email and Web security solutions to businesses of all sizes. Understanding the need to protect networks from today’s increasingly complex IT threats, AppRiver offers businesses a comprehensive, yet affordable subscription-based solution that incorporates the latest spam and virus protection, email encryption and Web security on the market. In addition, the company provides a complete managed service for Microsoft Exchange, as well as a bundled Office 365 solution. Since its inception, AppRiver has sustained an impressive 93% customer retention rate while growing its customer base to more than 47,000 companies and 10 million mailboxes worldwide. The company maintains offices in Florida, Georgia, Texas, New York, Switzerland and Spain, and is led by an Ernst & Young Florida Entrepreneur of the Year award winner.


Laser App, e-forms, financial services, ClientLogix, UNAPEN, Infor CRM, CRM, Wealth Management CRM, Family Office CRM, Asset Management CRM




Laser App is the premier e-forms provider in the financial services industry. Laser App creates highly integrated solutions that combine state-of-the-art forms-filling technology with its massive library of industry related forms. Financial forms are filled instantly and with consistency, reducing the redundancy of data entry.


Scribe is a valued partner of UNAPEN and the primary data conversion tool to load the SalesLogix and ClientLogix database



Scribe's products allow for the migration and integration of customer data across multiple CRM and ERP applications.


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