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Infor Partners with Marketo
ClientLogix CRM - FinServ Marketing Automation for Any Firm's Size, Needs, Resources and Budget
ITComplete - Proactive IT Services, No Tissues Needed for WannaCry
Microsoft and the Law - Cracking Down on Fake Microsoft Support
Protecting Your Kids Online - Safety Tips and Video
Monthly Trivia Question - Memorial Day
PriceFusion - Pricing & Reference Data Interface for Advent APX
Business Intelligence & Compliance....Meet CRM
Infor CRM Integration with Marketo Marketing Automation Announcement
Videos: What is the New Microsoft Edge Browser?
Boost Your Knowledge of Password Vulnerabilities & Best Practices
Monthly Trivia Question - Easter Treats
How CRM Sales Intelligence Drives Fund Sales at Lord Abbett
What Does the Cutting Edge Technology Look Like for Business Continuity?
Free Report: 2016 CyberSecurity Roundup - A Record Year for Enterprise Threats
Sports Meets Technology: Infor Data Science & The Brooklyn Nets
Mitigating Security Concerns from Mobile Apps
Monthly Trivia Question - NCAA March Madness
Strategic partnership provides broad, seamless digital engagement solutions to power the Engagement Economy
UNAPEN recognized by Infor as MicroVertical Specialist for Investment Management, Wealth Management, Banking & Family Office
Does Your CRM Proactively Alert Compliance Officers & Operations?
Gartner's Magic Quadrant for Cyber Security Solutions
Travel Tips: Keeping Your Devices Secure
Microsoft Product Lifecycle Updates
Monthly Trivia Question - Presidents Day
Ontario, California – January 23, 2017 – Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced their newest integration with UNAPEN, Inc., a provider of services, solutions and products for asset managers involved with Private Client, Institutional and Wrap/SMA business.
UNAPEN, Inc. provides CRM and other extensive business solutions to financial firms with a focus on those serving ultra-high net worth individuals. Their ClientLogix™ solution helps different groups within an organization work cohesively, keep on task, avoid errors and provide a higher level of client service. Choosing to integrate with Laser App was motivated by the objective to further advance client work flow by offering the most up to date e-forms library in the industry. Following a short installment period, UNAPEN began offering both Laser App’s desktop and cloud software solutions, Laser App Enterprise 11 and Laser App Anywhere, to clients. Delivering both desktop and cloud software solutions opens the door for more customers by eliminating any and all user limitations.
“Integrating with Laser App was a natural next step for us,” said David Gemma, CMO and Managing Director at UNAPEN. “We recently celebrated our 25th year in business. We have reached this point by listening to our clients and valuing their feedback. Laser App was a demand from our clients that we could not ignore and it has received a very positive response from all users.”
UNAPEN’s long history has seen it move through several economic cycles and thrive through each one by being responsive and nimble. The Meriden, Connecticut-based company found that turning to Laser App offered its clients a substantially more efficient work flow system. New demands are constantly arising for asset managers, and the solutions offered by Laser App enable UNAPEN clients to maximize technology utilization.
“Working with UNAPEN gave us the opportunity to work with a leader in the industry,” said Robert Powell, Vice President of Sales & Marketing at Laser App Software. “Our mission is to provide solutions that are resourceful to our clients across the financial services industry. Integrating with a new company means reaching new users who will benefit from our products.”
Laser App Software is used throughout the financial community as an efficient and simple work method solution. Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms quickly. Laser App Anywhere operates with modern browsers on a variety of devices, offering a new level of convenience to the mobile financial advisor. UNAPEN Inc. chose to integrate both Laser App Enterprise and Laser App Anywhere simultaneously, a feat indicative of its impressive stature among solution providers.
About Laser App Software
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App has pioneered forms-filling in the financial services industry. For more information on Laser App, visit http://www.laserapp.com.
Since 1991, UNAPEN, Inc. has provided services, solutions and products tailored for asset managers involved with Private Client, Institutional and Wrap/SMA business. UNAPEN is comprised of seasoned professionals whose expertise in the securities industry uniquely positions them to advise clients on the value of technology. Our goal is to streamline operations and workflow, centralize data, and automate highly complex manual tasks to make your firm more successful and competitive. As a service provider and partner in your success, UNAPEN provides a unique skill set comprised of in-depth business knowledge specific to asset management, combined with unparalleled technological expertise and service delivery capability. For more information about UNAPEN, visit: http://unapen.com/.
ClientLogix™ is the Premier Enterprise CRM & Mobile solution for Investment Advisors, Wealth Managers and Family Offices - built on the Infor CRM platform. This solution helps people from different business units around the firm to work cohesively, prevent tasks from slipping through the cracks, avoid errors and provide a higher level of client service. Combine that with automated Compliance monitoring of all key data and your firm will evolve from being completely reactionary to actually having some foresight that can help to drive asset growth while avoiding Compliance and Client Relationship issues.
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UNAPEN’s Strategic Partnerships with Technology Titans
ClientLogix CRM Integrated with Laser App for Wealth Advisors
Thomson Reuters Awarded Best Buy Side Pricing & Valuation Service 2016
Protect Yourself from Modern Day Cyber Con Artists
Tech Innovation: Microsoft Cloud Cars
Monthly Trivia Question - New Year's Resolutions
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 and access in both areas to help with greater productivity.
One area that sets Infor CRM apart from others is the focus on pre-building the business logic for specific micro-vertical markets. ClientLogix CRM from UNAPEN is the premier adaptation of the Infor CRM platform for Financial Services, providing an enterprise-grade solution that simplifies the daily challenges of Investment Advisors, Wealth Managers, & Family Offices.
About Nucleus Research
Nucleus Research is a global provider of investigative, case-based technology research and advisory services that provide real-world insight into maximizing technology value.
Infor builds business software for specific industries in the cloud. With 15,000 employees and over 90,000 customers in more than 200 countries and territories, Infor software is designed for progress.
Connect with David on Google+
Data Maturity in Asset Management Firms
PriceFusion - Thomson Reuters DataScope Select/Advent APX Data Integration Bridge
4 Key Steps to Staying Secure in the Digital Age
XBAR - Wealth Management CRM inside Microsoft Outlook
Empowering Kansas City Employees with Microsoft Office 365
Monthly Trivia Question
Some Highlights from This Month's Newsletter
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)
Check it out UNAPEN Newsletter - May 2016.
Infor CRM takes a top spot based upon analysts evaluation of rankings, features and tools.
Newly released SelectHub Leaderboard ranks top CRM systems across 20 key user and business requirements. One area that sets Infor CRM apart from others is the focus on pre-building the business logic for specific micro-vertical markets.
ClientLogix CRM is the premier adaptation of the Infor CRM platform for Financial Services, providing an enterprise-grade solution that simplifies the daily challenges of Investment Advisors, Wealth Managers, Family Offices, Private Equity, Hedge Funds & Fund of Funds.
Connect with David on Google+
Mitigating CyberSecurity Risks & Threats
The SEC’s Division of Investment Management released a CyberSecurity Guidance Update for April 2015 for Investment Funds and RIAs to help address and mitigate CyberSecurity risks and threats.
They are clear in stating “…that is it not possible for a fund or adviser to anticipate and prevent every cyber attack. Appropriate planning to address cybersecurity and a rapid response capability may, nevertheless, assist funds and advisers in mitigating the impact of any such attacks and any related effects on fund investors and advisory clients, as well as complying with the federal securities laws.” (more…)
NOTICE BY KEN RODE, Director of IT Services at UNAPEN, Inc.
Yet another major case of “malvertising” has been reported. This is nothing new (a famous case occurred on the NY times web site over 5 years ago). This sort of hacker attack works by going after the companies who serve up advertisements to sites such as newspapers, fantasy sport sites, yahoo, msn, match.com, etc. If your browser plugins are not up to date, simply opening a page that is showing one of these infected ads can automatically infect your computer. (more…)
CRM Vendor Research Report
Nucleus Research just released their Technology Value Matrix Second Half 2014: CRM industry research report in which Infor CRM moves to a top spot in their Matrix Leaders quadrant with the acquisition of Saleslogix (now renamed Infor CRM) and because of its major investment in redesigning the user interface – referred to by Infor as UX or user experience – to increase adoption and usability. (more…)
Infor Acquisition of Saleslogix
Saleslogix is moving into a new and significant phase of product evolution with the announcement that Infor is acquiring the product and its 100 or so employees from Swiftpage. The reason that I am writing about this is because Saleslogix is the foundation for the UNAPEN ClientLogix CRM and Business Intelligence solution which specifically tailors Saleslogix for investment management.
When Swiftpage acquired Saleslogix, they focused their efforts on successfully enhancing the HTML5 mobile and web clients. Infor, the third largest private technology company in the world, has announced that they intend to apply their sizeable resources to enhance Saleslogix with an industry-specific focus. They will rename Saleslogix to Infor CRM as it takes a prominent position within the Inform enterprise product suite. (more…)
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. (more…)
All are welcome to sign up here http://tiny.cc/ucctfx for the Xbar webinar on May 19 at 3pm est.
Announcing the best in CRM for Investment/Wealth Management – now extended inside Outlook!
ClientLogix™ CRM – the enterprise CRM solution for progressive investment and wealth management firms who are striving for greater operational efficiency and client service – is now inside Microsoft Outlook. The new Xbar from Saleslogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix.
ClientLogix – CRM & Business Intelligence
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. (more…)
Spotlight on UNAPEN ITComplete DATASAFE solution
Presentation by David Gemma and Ken Rode of UNAPEN, Inc. – the evolution of technology over the past several decades leads us to today’s highly scalable and affordable solutions for Disaster Recovery.
Posted by David Gemma – Connect with David on Google+
Advisors must follow wealthy consumer trends in order to make deep connections. Here’s how:
October 15th, 2:00 PM EST Sign up here today
Stephen Kraus, VP, Chief Insights Officer, Audience Measurement Group, Ipsos MediaCT, and the author of three books on affluence in America.
Get a sneak-peak of the Ipsos Affluent Survey USA, the definitive source of information on the lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ income. This annual survey is now in its 37th year. (more…)
Learn About the Latest in Disaster Recovery Solutions for Financial Services
September 19th, 2 PM EST Sign Up Here Today
David Gemma, Chief Marketing Officer, UNAPEN, Inc. and Ken Rode, Director of IT Services, UNAPEN, Inc.
As network environments, regulatory mandates and external threats all increase in scope and complexity, the need for layered IT solutions has never been more urgent. Without comprehensive, integrated and proactive approaches to security, efficiency and compliance, managers are leaving their systems virtually unguarded and increasingly subject to plunder.
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. (more…)
Rollout of ClientLogix 5.0
The release of ClientLogix 5.0 powered by latest 8.0 version of Saleslogix has been very exciting and well received by new clients as well as those existing asset managers that have begun upgrading. As Application Services Manager, I am directly responsible for overseeing, implementing and enhancing the ClientLogix product to not only service the Investment Industry but also take full advantage of the core benefits that the underlying Saleslogix platform has to offer.
Hybrid Implementation – LAN, Web & Mobile
Over the past year, Swiftpage has heavily focused efforts on bringing the Saleslogix Web and Mobile platforms to the next level, allowing users more options than ever to access data in real time – from anywhere at any time.
In turn, ClientLogix is rewarding users with (more…)
Complimentary Whitepaper – The Data Automation Imperative – 10 Solid Gold Tips for Keeping Management, Operations and Compliance In the Know
The Data Automation Imperative - 10 Solid Gold Tips for Keeping Management, Operations and Compliance In the Know
Interview with David Gemma, Managing Director at UNAPEN, Inc.
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.
Find out more about:
• How to identify the weak points in your firm’s data flow
• Where “push-pull” automation can do the most good at your firm
• What it can cost your firm if you do NOT fully automate
• The link between automation and quality client service
• How to turn data into “solid gold” for your management team
Download the complimentary whitepaper here.
David Gemma is a Managing Director and CMO at UNAPEN, Inc. (What’s a UNAPEN?)
Posted by David Gemma - Connect with David on Google+
Hackers using stolen AOL and Gmail info to send seemingly legitimate wire transfer requests to financial services firms is on the rise.
Increased Hacker Activity – Wire Transfer Requests
It is very common to see spam and other messages that appear to come from friends and we are all used to that. However, over the past several months we have seen an increasing number of AOL, Gmail and other “free” accounts being hacked for more direct profit. (more…)
UNAPEN is hosting a webinar on our Disaster Recovery/Business Continuity solution ITComplete DATASAFE this Thursday June 6th 11:00-12:00 EST.
Join us to learn about how we can protect your data with automated onsite and offsite backups, and provide access to that data even when your systems are down! (more…)
FOR IMMEDIATE RELEASE
UNAPEN, Inc Receives 2012 Best of Madison Award
Madison Award Program Honors the Achievement
MADISON, CT August 10, 2012 — UNAPEN, Inc has been selected for the 2012 Best of Madison Award in the Systems Integration Services category by the Madison Award Program.
Each year, the Madison Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Madison area a great place to live, work and play.
Various sources of information were gathered and analyzed to choose the winners in each category. The 2012 Madison Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Madison Award Program and data provided by third parties.
About Madison Award Program
The Madison Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Madison area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.
The Madison Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community’s contributions to the U.S. economy.
SOURCE: Madison Award Program
Madison Award Program
Posted by David Gemma – Connect with David on Google+