Author: UPAdmin

April 20, 2016 UPAdmin

“The more we learned about UNAPEN, the more we realized we had a true partner.”

St. Germain Investment Management

UNAPEN’s unique combination of products, services and industry experience has provided a framework for success for firms of all sizes and types. Every client is important to us. We put a great deal of effort behind our customer satisfaction, products and solutions.

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February 6, 2012 UPAdmin

Boost Profitability and Increase Client Satisfaction

UNAPEN’s products work independently or together to help you boost profitability and increase employee and client satisfaction in all areas of your business. Our products work together to help you work smarter. With the UNAPEN Product Suite, you can: #1 See and interact with the client’s portfolio and critical information, instantly. #2 Automate your client statement process with professional graphical reports. #3 Monitor time-sensitive activities, send alerts, and get data-triggered reports. [button link=”http://unapen.com/products”] Read More: UNAPEN Product Suite[/button]

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February 6, 2012 UPAdmin

Protect Your Critical Data

You CAN run your business every day knowing that your technology and IT infrastructure is secure, stable and up to date. UNAPEN offers multi-level, secure, remote IT services to protect your data, reduce or eliminate IT payroll expense and maintain your critical systems.

UNAPEN offers a range of IT solutions. From consulting and secure off-site data backups to virus protection and email filtering.

[button link=”http://unapen.com/it-services”] Read More: IT Services[/button]

 

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February 5, 2012 UPAdmin

Unlock Your Potential with UNAPEN Products and Services

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. Since 1991, we have provided quality services, solutions and products that make our clients more competitive and successful.

[button link=”http://unapen.com/products”] Read More: UNAPEN Product Suite[/button]

[button link=”http://unapen.com/it-services”] Read More: IT Services[/button]

 

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February 3, 2012 UPAdmin

When Time Is Critical

You can count on UNAPEN’s in-house certified support team. We recognize that, along with technological solutions, client service and support can differentiate a business from its competitors. That’s why UNAPEN offers 24x7x365 support for all critical issues.

By phone, remote access, or onsite our expert support team has thorough knowledge of our products and solutions and are certified on Microsoft, PAS and other 3rd party applications.

[button link=”http://unapen.com/technical-support”] Read More: 24x7x365 Support Plans[/button]

 

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February 2, 2012 UPAdmin

Understanding the Financial Services Industry

Custom Development is all about filling a void in your business solutions or extending the value of an existing one. One size rarely fits all, and at the end of the day business needs must be met. Our philosophy is simple—help find, define and maximize the value proposition for our clients. We achieve this by adhering to very strict guidelines. We do not build if there is a legitimate buy option. We do not over–engineer (in other words, we keep it simple). We build incrementally and collaboratively by partnering with our clients. We protect our clients from veering off course by ensuring that a logical end point is always in sight. Finally, we use the right technology for the solution.

[button link=”http://unapen.com/products/custom-solutions”] Read More: Custom Solutions[/button]

 

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February 1, 2012 UPAdmin

Knowledge, Products & Solutions for Financial Services Industry

Our Financial Services and Technology professionals truly know your business, industry and the infrastructure you depend on. We provide a full-range of products, services and solutions tailored specifically for the Financial Services Industry. UNAPEN will help you evaluate and implement the technology that is right for you.

With UNAPEN, you receive the stability of proven technology with the power of leading edge philosophy.

[button link=”http://unapen.com/products/business-consulting”] Read More: Business Consulting[/button]

[button link=”http://unapen.com/it-services/it-consulting”] Read More: IT Consulting[/button]

[button link=”http://unapen.com/it-services/itcomplete”]  Read More: ITComplete™ Managed IT Services[/button]

[button link=”http://unapen.com/it-services/it-business-continuity”]  Read More: ITComplete DATASAFE™ Data Backup & Disaster Recovery[/button]

 

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January 29, 2012 UPAdmin

At UNAPEN Inc. we believe in your business, your clients and our products

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry. Our motto; People. Process. Technology.

Thank you for visiting our website today. To learn more about our software products, IT solutions and consulting services, please contact us. We look forward to learning about your company and how UNAPEN can help.

 

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January 27, 2012 UPAdmin

Who is Minding Your Store?

The definition of Managed IT Services can vary greatly from provider to provider but in general, it is defined as an outside firm or servce provider who handles your IT needs including support, system monitoring, backups, patches and spam filtering. Some companies are even providing the option to rent hardware from them along with a managed network service. The main idea is that someone else is minding the store when it comes to IT infrastructure.

Are you settling for the same old same old?

One common approach to IT services and support has been the time and materials model. You have a computer problem and you call your provider . You then wait until they come and fix it. Then you get a bill. You don’t see them again until you have another problem. Then you call them, and wait for them to come and fix things. Then you get another bill. Maybe then you decide this has to stop so the next time you have a problem you spend an hour trying to fix it yourself because you don’t want to get another bill. Now you have spent an hour doing something that has nothing to do with what you are supposed to be accomplishing and chances are your computer is still not working exactly the way you want it to. When it comes right down to it, the time and materials approach means that your provider has no true responsibility for your network.

Is it time for a change?

It is very common for businesses to have what we like to call “current provider preference”. There is a sense of security around a known entity. But, could it be that you are just more comfortable with the devil you know? Do you find yourself saying things like “if only they ….” or “I just wish I was sure that they had….” When it comes to actually changing providers, you are skeptical. Perhaps they make promises to do better or to lower their costs. Ultimately though, it is a matter of trust and if you are spending time second guessing whether or not they are doing their job properly or fairly, you aren’t able to focus on your business and you aren’t getting a good return on your IT investment dollars. Your IT support is only a good value if you are getting the service you need in a timely manner allowing you to focus on doing your job. Don’t settle for anything less.

Why consider Managed IT Services?

There are lots of reasons to consider outsourcing your IT services. Some of the main considerations that drive businesses to consider a managed services provider are:
• limited IT staff or no IT staff at all
• frustration with current IT provider
• a need to update outdated technology
• outgrowing current IT resources
• a budget that doesn’t allow for year round full time coverage of IT needs
Perhaps the most compelling reason to consider outsourcing your IT is, the more time you spend trying to get your technology to work, the less time you have to focus on growing your business.

A good managed IT services provider will align your goals with theirs and help you move away from the trap of only addressing problems when it is too late. They will take a proactive versus reactive approach to your network. By doing this, it takes the distraction of computer issues out of your job and allows you to finally focus on what you were hired to do. Your days will no longer be filled with delays due to computer problems. With computers running smoothly and virus free, you can accomplish your work with greater efficiency.

What’s my first step?

If you are ready for a change and want to stop second guessing whether your infrastructure is secure and well cared for, the first step is to find a good managed services provider. How do you do this? It is important to know what your company’s IT needs are. It is also important to understand what is included in the managed services you are looking to purchase. You will want to evaluate what the true cost of your downtime is. You also need to know that all managed services providers are not created equally. It is important to get recent references and to research the type of services they provide in detail. Some managed services companies provide a fixed cost option which would allow you to contain your IT costs and still benefit from the expertise that you want and need. Doing this research will help ensure that you truly understand what you are purchasing and that it matches your needs. You have no doubt grown to rely on your technology. If it is not working and the person or company you hired is not responding, your business is going to be affected.

Why not just hire someone?

So you may be asking yourself, “why not just hire my own employee?” You may think that if someone works for your company directly that will give you better control over things and an accountability that may not exist when you outsource your IT services. That may be true on some levels however, what do you give up in order to achieve that accountability?

• Access to a resource pool with a broad range of expertise
• Coverage regardless of vacation schedules/sick days
• Freedom from the impact of staff turnover
• Freedom from the cost of benefits/fully burdened salaries

If any of these items are things you currently struggle with, it may be time to consider managed IT services. Managed IT service is no longer a “nice to have”. It affords you greater advantages and fewer drawbacks regarding your IT network. Quite simply, it is the right way to handle your IT needs.

About UNAPEN and ITCOMPLETE™
UNAPEN, founded in 1991, has been providing IT support and services for a wide variety of companies throughout the country. In 2001, UNAPEN began to move toward a more managed service model of providing IT support. ITCOMPLETE, with automated processes and remotely managed support, was first released in 2006. UNAPEN’s technology experts specialize in streamlining operations and workflow across organizations to help your business grow, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN also offers client relationship management and automated client reporting software tailored for firms in the financial services industry. For more information, visit www.myitcomplete.com or call (203) 269-6111.

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January 24, 2012 UPAdmin

ClientLogix™: A Central Element

Wallingford, CT: UNAPEN’s ClientLogix CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company. Click here to read about Elite 8 honoree Barbara Perino—SVP of operations and technology—and her work to overhaul legacy systems and build a powerful infrastructure to support the bank’s growth strategies.

 

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January 20, 2012 UPAdmin

 UNAPEN is Offering Discounts on Upgrades from Basic Contact Management

 
UNAPEN, Inc. 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™. UNAPEN’s ClientLogix CRM system facilitates asset growth and client acquisition, helping you work smarter and more efficiently instead of falling victim to an overload of information. As your firm grows, or gears up for growth, it is important to be able to handle all the new client information. Upgrading from basic contact management to a full CRM system specifically designed for investment management is instrumental to your continued success because it allows you to manage the complete client and portfolio lifecycle.

ClientLogix, built on the world renowned Swiftpage Saleslogix®, tailors your CRM for the financial services industry by integrating your portfolio accounting system and other critical information with your clients’ demographics and communications history. This allows you to have a truly holistic view of your clients’ relationships and their portfolios—in a single, unified application. No longer do you have to ask IT to run several reports when you need a single piece of information. You can be proactively notified about critical information or simply look up what you need in ClientLogix, allowing you to quickly answer questions over the phone or find all of the necessary information to send an informed email or letter to your client in a timely manner.

Call (203) 269-6111 or Email today to see how valuable ClientLogix will be to your firm with its ability to offer you insight-not just hindsight-into your business, your clients and their assets.

About UNAPEN

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting.

 

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April 28, 2011 UPAdmin

 UNAPEN announces Robert Harriss as Application Services Manager

 
Wallingford, CT: Thursday, April 28, 2011—UNAPEN Inc., a nationally recognized consulting and software development firm specializing in financial services—announced today the appointment of Robert Harriss to the position of Application Services Manager.

In his new role, 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. He will provide direction and management to teams of software developers and Business Analysts. Additionally, he will oversee UNAPEN’s Project Management Office (PMO) which coordinates the allocation, scheduling and reporting related to resources for all projects.

Joseph Walker, UNAPEN’s Founder and Chief Executive Officer, stated “Rob has grown into a seasoned professional, a leader respected by our clients and his peers. This promotion will benefit both our clients and the company, as UNAPEN continues to experience strong growth in both its market reach and product offerings.”

Mr. Harriss has been with UNAPEN for over twelve years and has held several positions within the company including his most recent position of Lead Project Manager. In that role, he was responsible for many successful ClientLogix™ CRM and ClientRep™ Reporting product implementations integrated with major portfolio accounting systems from Fiserv, SunGard, Advent Software, Schwab Performance Technologies and Thomson Reuters.

Mr. Harriss commented that, “This is an exciting time for me, UNAPEN and the entire technology industry. Assuming a more prominent role within such a premier solution provider for financial services is really an honor and I’m looking forward to helping guide and nurture the truly innovative atmosphere at UNAPEN.”

UNAPEN, founded in 1991, provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting.

 

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March 31, 2011 UPAdmin

UNAPEN products, services & solutions for the Advent community

 
Wallingford, CT: March 31, 2011—UNAPEN, Inc. (Unified Application Environments) has been a strategic partner and solution provider to asset management firms using Advent products since the early 1990’s.  On the Advent Users Group website www.adventuser.org this month, UNAPEN presents:

  • A quote by Joseph Walker, UNAPEN CEO, on the philosophy behind our solution.
  • ClientRep™ & ClientLogix™ product information, links and testimonials.
  • IT outsourcing and Business Continuity offerings.
  • Strategic consulting engagements to streamline and automate operations, trading, compliance, sales & client service.

 

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January 29, 2011 UPAdmin

UNAPEN has a 100% Success Rate

UNAPEN has been a steadfast source of up-to-the minute information for our clients for over 20 years. We believe in People. Process. Technology. Our intimate knowledge of technology, asset management, contemporary software vendors, and industry trends makes us a sage guide for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.

UNAPEN has a 100% success rate in selecting and migrating our clients across all major portfolio accounting systems, including Advent Axys® and APX®, CheckFree®, SunGard®, INDATA®, Princeton Financial®, Schwab Performance Technologies®, Albridge®, and Thomson Reuters®.

[button link=”http://unapen.com/about-unapen”] Read More: About UNAPEN[/button]

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June 12, 2009 UPAdmin

2nd Phase of New Business Intelligence Platform Rollout

 
Westerly , RI: June 12, 2009 —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.

Washington Trust’s Wealth Management division chose UNAPEN’s flagship ClientLogix platform in late 2007 to integrate all of its sales and client service activities across its four wealth management divisions: Washington Trust Investors (WTI), 1800 Asset Management (1800), Weston Financial Group, Inc. (Weston) and Trust & Estate Services. The first phase of the system went live at 1800, WTI and Trust & Estate Services in the spring of 2008.

Galan G. Daukas, Washington Trust executive vice president of Wealth Management, said, “We turned to UNAPEN’s ClientLogix platform and their professional services team to provide this critical solution. They took a great platform and with minimal customization, crafted the exact solution for our business requirements. The first phase was a complete success, paving the way for this next phase.”

The second phase includes implementing ClientLogix at Weston, as well as providing trading support for Smartleaf’s portfolio rebalancing system and integration with Concord Wealth Management’s open architecture platform. The solution consolidates and manages information among the bank’s business units and their external investment platform vendors.

Barbara J. Perino, Washington Trust senior vice president of Operations and Technology, said, “ClientLogix offers a single point of control, in an easy-to-use application. We can consolidate information from many of our existing systems and reduce support overhead, while providing a better experience for our end-users.”

Joe Walker, president and CEO of UNAPEN, said, “Washington Trust recognized the growing need in bank-based wealth management for much more than a traditional CRM can deliver. UNAPEN is thrilled to be at the center of this next generation platform at Washington Trust that will set the benchmark for profitable and successful wealth management businesses of all types.”

About Washington Trust

Washington Trust Wealth Management is a division of The Washington Trust Company, a subsidiary of Washington Trust Bancorp, Inc., (NASDAQ Global Select, symbol: WASH). With approximately $4 billion in assets under administration, Washington Trust Wealth Management is the largest wealth management firm in Rhode Island and is one of the premier firms in New England. Washington Trust Wealth Management has offices in Providence, Westerly, and Narragansett, R.I. and Wellesley, Mass. Additional information is available on the Washington Trust Wealth Management web site: http://www.washtrust.com/home/wealth.

About UNAPEN

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting. 

Unlock The Potential!

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203.269.6111

David Gemma is a Managing Director & CMO at UNAPEN  (What’s a UNAPEN?)

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