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August 24, 2017

UNAPEN Newsletter – August 2017

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?

July 27, 2017

UNAPEN Newsletter – July 2017

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?

July 12, 2017

Infor and LinkedIn Partner to Help Boost Sales Productivity

LinkedIn Sales Navigator for Infor CRM – the foundation for ClientLogix CRM for Wealth Mgmt – Poised to Help Deliver Client Relational Insight to the Enterprise

June 29, 2017

UNAPEN Newsletter – June 2017

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

May 23, 2017

UNAPEN Newsletter – May 2017

Check out the May 2017 UNAPEN Newsletter!

April 25, 2017

Infor to Acquire Birst

Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.

April 20, 2017

UNAPEN Newsletter – April 2017

Check out the April 2017 UNAPEN Newsletter!

March 23, 2017

UNAPEN Newsletter – March 2017

Check out the March 2017 UNAPEN Newsletter!

March 8, 2017

Marketo® and Infor Partner to Transform Customer Experience for Global Enterprises

Infor and Marketo announce strategic partnership to provide broad, seamless digital engagement solutions to power the Engagement Economy

February 16, 2017

UNAPEN Newsletter – February 2017

Check out the February 2017 UNAPEN Newsletter!

January 24, 2017

UNAPEN, Inc. Integrates Laser App Software to Advance Asset Manager Work Flow

UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow

January 16, 2017

UNAPEN Newsletter – January 2017

Check out the January 2017 UNAPEN Newsletter!

December 16, 2016

UNAPEN Newsletter – December 2016

Check out the December 2016 UNAPEN Newsletter

November 17, 2016

UNAPEN Newsletter – November 2016

Check out the UNAPEN November 2016 Newsletter

November 8, 2016

Infor Recognized as Leader in CRM Value Matrix by Nucleus Research

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

October 26, 2016

UNAPEN Newsletter – October 2016

Check out the UNAPEN October 2016 Newsletter

May 31, 2016

UNAPEN Newsletter – May 2016

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!

December 15, 2015

Infor CRM Receives Top Scores vs. 80 Competitors – SelectHub

Newly released SelectHub Leaderboard ranks top CRM systems across 20 key user and business requirements – Infor CRM receives top scores vs. 80 CRM competitors, ClientLogix adapts Infor CRM for Financial Services

May 8, 2015

SEC Offers CyberSecurity Guidance for RIAs & Funds – April 2015

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.

October 24, 2014

Computer Security Alert: CryptoWall Malware Lurking on Major Websites

CryptoWall malware lurking on major websites like match.com, yahoo, msn, and fantasy sport sites.

October 2, 2014

Nucleus Research 2014 – Infor CRM takes Leadership Position with Saleslogix Acquisition

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.

September 2, 2014

Saleslogix CRM shifts into overdrive with acquisition by Infor

Infor’s acquisition of Saleslogix means renewed focus and growth of the enterprise CRM product with special attention to vertical markets.

May 15, 2014

Meet the Saleslogix Team at the Gartner Conference

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.

May 13, 2014

ClientLogix CRM Inside of Microsoft Outlook – the new Xbar from SalesLogix

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

March 17, 2014

ByAllAccounts Webinar – The Latest in Disaster Recovery Solutions

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.

October 7, 2013

Complimentary 45-min Webinar: Exclusive Survey of Wealthy Consumers

Webinar and Whitepaper on the lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ income.

August 27, 2013

Complimentary 30-min Webinar: ITComplete DATASAFE

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.

August 15, 2013

Announcing the Newest CRM Release – ClientLogix v.5

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.

July 22, 2013

Complimentary Whitepaper – The Data Automation Imperative – 10 Solid Gold Tips for Keeping Management, Operations and Compliance In the Know

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.

June 17, 2013

UNAPEN Warning to our Financial Services Clients and the Industry at Large

UNAPEN Warning – Hackers using stolen AOL and Gmail info to send seemingly legitimate wire transfer requests to financial services firms is on the rise.

June 3, 2013

Business Continuity Webinar – ITComplete DATASAFE this Thursday June 6, 2013

UNAPEN webinar on Disaster Recovery solution ITComplete DATASAFE Thurs June 6, 2013 11am – 12 EST.

August 17, 2012

UNAPEN Receives 2012 Best of Madison Award (Press Release)

Press Release – UNAPEN receives recognition for Systems Integration Services in Financial Services, Education and Non-Profit Organizations by the 2012 Madison Award Program.