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July 12, 2017

Infor and LinkedIn Partner to Help Boost Sales Productivity

June 29, 2017

UNAPEN Newsletter – June 2017

Business & Technology News



NewsLetter Highlights

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

Business & Technology News


NewsLetter Highlights


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

April 25, 2017

Infor to Acquire Birst


Leading Cloud-Native Business Intelligence Platform to Provide Greater Actionable Insights across the Enterprise

April 20, 2017

UNAPEN Newsletter – April 2017

Business & Technology News


NewsLetter Highlights

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

March 23, 2017

UNAPEN Newsletter – March 2017

Business & Technology News


NewsLetter Highlights

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

March 8, 2017

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

Press Release

Strategic partnership provides broad, seamless digital engagement solutions to power the Engagement Economy



February 16, 2017

UNAPEN Newsletter – February 2017

Business & Technology News

NewsLetter Highlights

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

January 24, 2017

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

Press Release

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



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:


About ClientLogix™

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.


Media Contact


Matthew Sheahan

o: 646-681-6599, m: 917-647-3242


January 16, 2017

UNAPEN Newsletter – January 2017

Business & Technology News

NewsLetter Highlights

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

December 16, 2016

UNAPEN Newsletter – December 2016

Business & Technology News

NewsLetter Highlights

A Holiday Message From Our CEO

See What Your Network is NOT Telling You

UNAPEN Integrates ClientLogix CRM with Laser App

Discarding Old Mobile Devices...What's the Risk?

NY Times: Datto CEO Interview

Monthly Trivia Question - Reindeer Games

November 17, 2016

UNAPEN Newsletter – November 2016

Business & Technology News

NewsLetter Highlights

QuickBooks Desktop Cross Platform Integration

Datto is Putting Malware on Notice

An Enlightening Look on the Cloud and Security

Thomson Reuters - What Drives Stock Prices?

Monthly Trivia Question

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 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.

About Infor

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.

David Gemma is a Managing Director and CMO at UNAPEN, Inc. (What’s a UNAPEN?)

Connect with David on Google+


October 26, 2016

UNAPEN Newsletter – October 2016

Business & Technology News

NewsLetter Highlights

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


May 31, 2016

UNAPEN Newsletter – May 2016

Business & Technology News


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)

And Much More!

Check it out UNAPEN Newsletter - May 2016.

December 15, 2015

Infor CRM Receives Top Scores vs. 80 Competitors – SelectHub

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.


David Gemma is a Managing Director and CMO at UNAPEN, Inc. (What’s a UNAPEN?)

Connect with David on Google+



May 8, 2015

SEC Offers CyberSecurity Guidance for RIAs & Funds – April 2015

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…)

October 24, 2014

Computer Security Alert: CryptoWall Malware Lurking on Major Websites

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,, 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…)

October 2, 2014

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

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…)

September 2, 2014

Saleslogix CRM shifts into overdrive with acquisition by Infor

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…)

May 15, 2014

Meet the Saleslogix Team at the Gartner Conference

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…)

May 13, 2014

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

All are welcome to sign up here 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…)

March 17, 2014

ByAllAccounts Webinar – The Latest in Disaster Recovery Solutions

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.

Click here for our webinar – “The Latest in Disaster Recovery Solutions”

Posted by David Gemma – Connect with David on Google+



October 7, 2013

Complimentary 45-min Webinar: Exclusive Survey of Wealthy Consumers

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  

Presented by:

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…)

August 27, 2013

Complimentary 30-min Webinar: ITComplete DATASAFE

Learn About the Latest in Disaster Recovery Solutions for Financial Services

September 19th, 2 PM EST    Sign Up Here Today

Presented by:
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…)

August 15, 2013

Announcing the Newest CRM Release – ClientLogix v.5

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…)

July 22, 2013

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+



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.

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…)

June 3, 2013

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


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…)

August 17, 2012

UNAPEN Receives 2012 Best of Madison Award (Press Release)

Press 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+