Welcome to UNAPEN’s Product Suite. Our custom products are tailored for the investment advisory community. Our products will boost profitability, improve employee productivity, streamline internal systems and increase client satisfaction. It’s time to put your client’s information at your fingertips!
Working Together to help you Work Smarter
Client Data at Your Fingertips
ClientLogix™ enables your firm to grow assets, minimize overhead and improve client service to provide you with a competitive edge. We start by streamlining operational workflows across your entire organization, aggregating porfolio data with other key data sources in a centralized repository. Then we provide easy access to that information using modern CRM, Business Intelligence and Dashboard/Reporting tools all within a single, centralized portal.
Learn More about ClientLogix™
Automated Client Financial Reports
ClientRep™ automates your reporting process and upgrades the quality of your reports. Integrated portfolio accounting system and other data sources.
Learn More about ClientRep™
Time Critical Knowledge Management
KnowledgeSync™ is an automated Business Activity Monitoring system that updates critical and time-sensitive conditions, allowing you to respond quickly and effectively.
Learn More about KnowledgeSync
Custom Client Solutions
Our first choice is always to find you the most cost effective pre-built options. However, when your business needs more, our Analysts and Project Managers are here to help build you the best platform for your needs.
Learn More about Custom Solutions
Business Consulting
Senior Business Analysts at UNAPEN can partner with you to ensure your Portfolio Accounting or Trading System is the right application for your business.
Learn More about System Consulting
Unlock The Potential!
Call UNAPEN, Inc. Today
203.269.6111
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