Here are Some Basic Tips for Everyone: One thing we don’t want to do is panic and actually cause problems needlessly.
Category: UNAPEN Blog
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?
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
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.
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.
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…
Infor and Marketo announce strategic partnership to provide broad, seamless digital engagement solutions to power the Engagement Economy
UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow
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…
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.
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.
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.
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.
The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.
Ken Rode of UNAPEN reviews Windows 8 and 8.1 from the perspective of business users.
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 Warning – Hackers using stolen AOL and Gmail info to send seemingly legitimate wire transfer requests to financial services firms is on the rise.
UNAPEN webinar on Disaster Recovery solution ITComplete DATASAFE Thurs June 6, 2013 11am – 12 EST.
Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.
DDoS or Distributed Denial of Service attacks are becoming more prevalent in Financial Services, especially large US banks. Here are 5 common areas that are exploited by these Hacktivists.
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.
UNAPEN provides products and services that help you make the most of your technology dollars. Here are some guidelines to on how to get started.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
Questions and tips that will help you find an IT provider that is right for your specific business and industry.
There are thousands of IT service providers out there but very few are probably right for your business, here are some tips to help you through the selection process.
UNAPEN ITComplete is a Managed IT service offering that helps nonprofit organizations lower IT costs and improve the security and reliability of their computer systems.
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.
What’s a UNAPEN? Strategic Consulting, IT Services and Software Solutions for investment managment firms.
Who is minding your IT store? UNAPEN’s managed IT services is the answer you have been searching for.
UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
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™