Here are Some Basic Tips for Everyone: One thing we don’t want to do is panic and actually cause problems needlessly.
Author: David Gemma
Check out the UNAPEN Newsletter – October 2017
Never Heard of Infor? You Will!
Infor CRM Product Enhancements Over the Past Year
Ransomware Extorted MILLIONS…and Climbing!
Cyber 101: Sharing the Basics
Monthly Trivia Question – Baseball and the World Series
Check out the UNAPEN Newsletter – September 2017
Hackers & Hurricanes – How Your Firm can Survive Both Threats with a Single Solution
CyberSecurity – Download Datto’s 2nd Annual State of the Channel Ransomware Report
Ransomware – The Top 2 Ways to Protect Against this Growing Epidemic
Tech Giants – Microsoft and Amazon Collaborating
AUG, The Exchange – Wealth & Investment Industry Forum Offers Member Discounts on Industry Solutions
Password Madness – SANS Institute Offers Guidance on Selecting a Password Vault
Monthly Trivia Question – Citizenship Day and The Constitution
In one of the largest malware attacks this year, a new form of Locky ransomware has surfaced, spreading over 23 million phishing emails in a single day.
Check out the UNAPEN Newsletter – August 2017
Finding an IT Vendor that Specializes in FinServ
Case Studies – Client Reporting for PortfolioCenter & Axys Clients
Retrospect – Microsoft Timeline: Then-to-Now
Compliance Risk Alert – CyberSecurity OCIE Examinations
Business Continuity – Download the 2017 SANS Security Awareness Report
Monthly Trivia Question – The ‘New College’ Founded in 1636?
Check out the UNAPEN Newsletter – July 2017
ClientLogix – Infor CRM integrated with LinkedIn Sales Navigator
PriceFusion – Quarterly Bulletin for APX Clients
Matrix – Single & Multi-Family Office Reporting Technology
Asset Managers Gear Up for Growth
Advice for Parents of Online Gamers
Monthly Trivia Question – How did July(and all the other months) Get Its Name?
Cesar Pereira discusses how Tier one Asset Managers are already starting to adopt predictive analytics as part of an effort to increase internal and external wholesaling effectiveness. UNAPEN ClientLogix CRM combined with Sales Intelligence for Infor CRM creates a powerful predictive analytics solution for internal and external wholesalers to sell funds and enhance client interactions.
PriceFusion Quarterly Bulletin – Product Features & Updates – Pricing & Reference Data Interface Connects Advent Portfolio Exchange® (APX) to Thomson Reuters DataScope Select
LinkedIn Sales Navigator for Infor CRM – the foundation for ClientLogix CRM for Wealth Mgmt – Poised to Help Deliver Client Relational Insight to the Enterprise
Check out the June 2017 UNAPEN Newsletter!
Multiple Significant Global Cyber Attacks in a Month’s Time
Top 3 things to Consider When Choosing Your CRM Solution
Client Reporting Case Study
Cyber Attacks: Lessons Learned
Monthly Trivia Question – July 4th & the Declaration of Independence
There is a new variant of Ransomware wreaking havoc in Europe and the US dubbed Petya, Ken Rode of UNAPEN offers advice on prevention.
Joe Walker discusses how things we receive “free” online must be balanced with the sacrifice of personal privacy and more.
UNAPEN’s Joan Walker talks about the difference between CRM and Change Risk Mgmt for asset mgrs in Financial Services.
Check out the May 2017 UNAPEN Newsletter!
Personally, it amazes me that cyber attacks like WannaCry are even still an issue for any reputable company as the protections are reasonably affordable and are essentially a baseline that any firm should have.
Datto surveyed 1,100 MSPs about ransomware and cybersecurity and published the key findings in this
report. We aim to provide the Channel perspective on this growing epidemic and highlight the current
prevalence of the malware, its behavior, its target, and its impact within the global small business community.
In the end, we’ll provide best practices and solutions for businesses looking to ensure total data protection,
business continuity and disaster recovery.
CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.
Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.
Check out the April 2017 UNAPEN Newsletter!
CRM for Investment Advisors, Wealth Mgrs, & Family Offices Grow Assets, Not Overhead New eBook | Read it now Better Client Service for More Clients with the Same Staff 15 years of providing CRM solutions integrated with Portfolio Accounting & Trading systems has taught us a lot of valuable lessons, interesting that many lessons…
Check out the March 2017 UNAPEN Newsletter!
Infor and Marketo announce strategic partnership to provide broad, seamless digital engagement solutions to power the Engagement Economy
Check out the February 2017 UNAPEN Newsletter!
UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow
Check out the January 2017 UNAPEN Newsletter!
Check out the December 2016 UNAPEN Newsletter
Check out the UNAPEN November 2016 Newsletter
Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities. Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability…
Check out the UNAPEN October 2016 Newsletter
Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
Part 4 of “What Can RIAs Expect from a System Conversion” discusses the importance of a unified vision for the project across the firm and how to manage change orders. By Joan Walker of UNAPEN, Inc.
Business Continuity planning in Financial Services is evolving as the SEC proposes new rules for RIA firms. Many RIAs have taken shortcuts in this area due to budgetary constraints, but new advances in technology have created an affordable pathway for firms to meet the challenge.
UNAPEN’s 25 years of Asset Management expertise to drive expansion of Infor CRM platform to aggressively expand in the specialized Financial Services vertical. The comprehensive ClientLogix™ CRM Suite is poised to tackle competitors from Microsoft and SalesForce.com.
Like lions picking off the weakest gazelles in a herd, hackers are compromising weak systems in order to obtain passwords and then using those passwords in an attempt to access more secure systems.
Ken Rode, Dir of IT Services at UNAPEN, explains how these multi-stage cyber attacks are structured and the top 3 ways to prevent them from happening to your business.
UNAPEN and Datto team up to help businesses avoid Ransomware by proactively protecting systems with security patches, email filtering, data backup, disaster recovery and cyber security via ITComplete, ITComplete DataSafe and ITComplete NetScan.
Welcome to the UNAPEN Newsletter – May 2016, In This Edition: • Who’s Decoding the Body? Gamers are! • Short Passwords Lead to Millions of Compromised Accounts • Experts Predict the Future of Data Analytics & Visualization
• Anbot, the World’s First Armed Police Robot (Video) and Much More!
UNAPEN & Infor define 8 ways to make sure that your CRM solution makes the greatest possible impact on your firm’s success and growth.
Free eBook on how RIAs, Non-Profits and others can avoid downtime with effective BC planning. Additional advice and solutions for Cyber Security and Affordable Fixed-Cost Outsourced IT solutions also provided by UNAPEN.
The right CRM in Investment Advisory firms can foster human collaboration in tandem with automated Compliance monitoring to significantly benefit the firm and its clients.
Part 3 of “What Can RIAs Expect from a System Conversion” discusses the importance of Communication. By Joan Walker of UNAPEN, Inc.
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2
The SEC is recommending that RIAs and Funds be proactive in identifying CyberSecurity risks and threats, but firms are finding that this is an expensive proposition that isn’t in the budget.
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1
Budget vs. Risk – RIA firms must decide between Network Vulnerability Scanning and Penetration Testing to protect from CyberAttacks.
Savvy asset mgmt. firms are finding better IT providers that specialize in Financial Services, and technology allows them to look across a broader geographical area for those providers. UNAPEN ITComplete blends extensive IT knowledge with experience in Financial Services.
The new Windows 10 looks like it will be something that Windows 8 wasn’t, a real platform for business users.
CryptoWall malware lurking on major websites like match.com, yahoo, msn, and fantasy sport sites.
With so much focus on reducing costs and increasing profits, many small to medium sized businesses are looking at ways they can achieve the highest profitability.
Infor CRM, the foundation for ClientLogix CRM for Investment/Wealth Mgmt, was rated as a Leader in the CRM industry for the 2nd Half of 2014 by Nucleus Research vendor report.
Infor’s acquisition of Saleslogix means renewed focus and growth of the enterprise CRM product with special attention to vertical markets.
Saleslogix, the CRM foundation for the ClientLogix CRM solution for wealth management, is proud to sponsor this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21, 2014! Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible! ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN.
ClientLogix CRM – the enterprise CRM solution for investment and wealth management – is now inside Microsoft Outlook. The new Xbar from SalesLogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix. – See more at: http://social.swiftpage.com/press-release/xbar#sthash.lk7JI2G9.dpuf
UNAPEN ITComplete DATASAFE, the evolution of technology over the past several decades leads us to today’s highly scalable and affordable solutions for Disaster Recovery.
Family Offices are struggling to manually keep data synchronized between key systems. This process is time consuming and can introduce errors. Here’s how automation can save the day.
UNAPEN reduces workloads and manual errors by providing QuickBooks integration with Advent Axys, APX and SchwabPT PortfolioCenter, custom-tailored to the needs Family Offices and Wealth Mgmt firms.
Webinar and Whitepaper on the lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ income.
Never have to say “Sorry, We’re Closed!“ Learn how the ITComplete DATASAFE data back-up and disaster recovery solution from UNAPEN can keep your firm resilient in the face of adversity.
Our proactive approach to providing Business Continuity solutions means that we don’t wait for something to go wrong, we work closely with you to plan out a multi-layered strategy that continuously protects your firm, your clients and your budget.
Today, we are in the era of Big Data. The amount of data that flows through a financial advisory firm on a daily basis is increasing exponentially. And yet, many data functions at these firms are still handled manually—and stubborn manual data entry and retrieval bottlenecks continue to hinder operations.
UNAPEN webinar on Disaster Recovery solution ITComplete DATASAFE Thurs June 6, 2013 11am – 12 EST.
Press Release – UNAPEN receives recognition for Systems Integration Services in Financial Services, Education and Non-Profit Organizations by the 2012 Madison Award Program.
UNAPEN recognized for Systems Integration Services in Financial Services, Education and Non-Profit Organizations by the 2012 Madison Award Program.
ClientLogix integrates portfolio acounting data with SalesLogix to create an investment management CRM and Business Intelligence platform that is powerful and easy to use. New dashboards, created without any coding required, extend these benefits to the entire firm.
UNAPEN offers insight into a layered approach to IT security and business continuity for investment mgrs based upon our 17 years of experience – read the article in Family Wealth Report.
Wrap/SMA managers are often dissappointed with CRM options, ClientLogix is tailored for these managers.
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
Getting data out of Advent Axys and APX can be complex and challenging, ClientLogix from UNAPEN helps users get easy access to that information plus much more. UNAPEN also specializes in creating APX SSRS custom reports.
UNAPEN hosting the Advent Userss Group meeting in San Francisco, showing members how to get the most value from their Advent Axys and APX products.
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.
UNAPEN CEO Joe Walker addresses billing standards and practices in the investment management industry at the Redi2 conference in Coral Gables, FL.
UNAPEN CFO Joan Walker speaking at Holy Cross Women in Business Conference about successfully starting and running your own business.
ITComplete is a Managed IT services offering from UNAPEN to help investment managment and wealth management firms save money on IT costs.
Mr. Walker will share contemporary insight on how the successful mix of technology and business processes are elevating forward-thinking wealth managers above the rest in the competition for new clients and increasing client retention.
UNAPEN CEO Joe Walker predicts a substantial economic mandate that will demand that most of the service agents in financial services implement a modern set of business practices – a mix of operational workflow, information management standards and systems architecture – that will allow a cost-effective business model for servicing a huge volume of very discerning customers (baby boomers).
UNAPEN announces the availability of ITComplete – remotely managed IT service model – for Financial Services industry.
UNAPEN CEO Joe Walker will speak at the FRA Annual Managed Accounts Technology & Operations Summit in Coral Gables, FL. about streamlining workflow in the SMA industry.
UNAPEN CEO Joe Walker directing discussion on SMA Compliance in Boston. Focus will be on key compliance and regulatory issues affecting the SMA market including SEC oversight and audits, trade rotation, best execution and outsourcing back office functions.
Brian Kish of UNAPEN orchestrates a 1,500 mile trip to deliver 95,000 pounds relief supplies from CT to battered Hurricane Katrina victims in Bayou La Batre, AL.
UNAPEN showing MMI attendees how ClientLogix CRM can improve SMA/UMA distribution channel management, sales tracking and relationship managment.
UNAPEN co-sponsoring SMA seminars by 3C Financial Partners in 6 cities across the USA this June.
Joe Walker discusses best practices and technology solutions/trends for Institutional client reporting as well as SMA Sales, Marketing and Administration at the New York FRA Tech-Ops conference.