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Whether You Manage $1 billion or $100 billion, ClientLogix Delivers!


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Find out more about ClientLogix from the industry experts at UNAPEN

CRM Designed for Asset Management


"There was a lot of customization needed for at a considerable cost relative to the ClientLogix solution to get the result I needed."


ClientLogix CRM, UNAPEN CRM, Wealth Management CRM, Investment Management CRM, Advent Axys CRM, APX CRM


“We've been using the ClientLogix software as our sales/marketing CRM here at Essex Investment Management. It integrates the three major channels we focus on for our marketing efforts as well as giving us the ability to breakout certain channels for custom marketing campaigns. It has clearly given us a platform upon which our daily business activities can be recorded, tracked, and reported in a concise and user friendly manner."

- Gregory J. Goostray, CFP®, VP, Dir. of Marketing, Essex Investment Management

ClientLogix is a Client Relationship Management, Business Intelligence & Compliance solution - built on the Infor CRM platform - that simplifies the daily challenges of Investment Advisors, Wealth Managers, Family Offices, Bank & Trusts, Private Equity, Hedge Funds & Fund of Funds.

How Lord Abbett Gained a Sales Edge

Learn how Infor's prediction engine provides this New York investment firm insight into the best fund to pitch to each client



ClientLogix Positions Your Firm for the Next Stage of Asset Growth!

Private Client/Institutional/Wrap

One solution that is built to handle the very distinct differences  in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business

Anywhere Access - Power Desktop/Web/Mobile Client & Xbar

One license allows users access via all 4 so they can work how and where they want 

Download Infor CRM Mobile.pdf

User-Configurable Dashboards & Grids

User adoption soars when people can arrange the interface to meet their personal preferences

Social Media Integration

Insight into social interaction helps drive client relationships

Portfolio Accounting Integration

One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with bi-directional interface to many portfolio accounting systems, plus flexible import from  sponsor platforms

Proactive Compliance Monitoring & Alerts

There's no way to track everything manually, automated alerts and reports tell you when and where to look

Read more about ClientLogix Compliance

CRM Inside of Outlook

Heads-up CRM data and document library keeps you informed without leaving Outlook

Telephony Integration

Know who's calling and have their account information up before you even answer the phone for first class client service



Tired  of Searching for Information?

ClientLogix™ turns complex data located across multiple disparate systems into business insight in one centralized portal.  What used to take hours or days to figure out can now be done in minutes using a straightforward and easy-to-use dashboard interface that is extraordinarily powerful and flexible.

Built on the world-renown Infor CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services...


Free eBook

Make CRM Stick

UNAPEN & Infor (the third largest private technology company in the world) define 8 ways to make sure that your CRM solution makes the greatest possible impact on your firm's success and growth.

Blending the 25 years of Financial Services expertise at UNAPEN with the modern and flexible Infor CRM platform results in ClientLogix, an enterprise CRM solution specifically designed for Financial Services.


CRM Mobile - a Rich, Flexible User Experience Without the Learning Curve

Easy to learn and use, Infor CRM Mobile has an attractive, task-oriented user interface that’s been designed to put detailed customer information at your fingertips and enable you to perform key actions quickly. Interaction with native device functions such as mapping, dialing, and email further streamlines the user experience. Infor CRM Mobile is optimized for use on today’s smartphones and tablets, can be easily customized and configured.

Infor CRM Mobile
Infor CRM Mobile - Work How and Where You Want

Alleviate the pain and frustration of users trying to find critical information.  Now anyone from executive management, client service, business development, portfolio management, compliance, marketing and operations personnel can access the information they need, when and where they need it.

ClientLogix relieves the burden on IT and Operations personnel by enabling users to self-serve their business information needs, in the office and on the road with our mobility solution that supports iPhone, iPad, Android and Blackberry.

UNAPEN, CRM, ClientLogix CRM

ClientLogix CRM Videos

See the New Xbar

CRM Inside of Microsoft Outlook!

(90 seconds)

See the New CRM Mobile!

Work Anywhere!

(90 seconds)

CRM Designed for Asset Management

With ClientLogix, you can see and act on client & portfolio data in one application. ClientLogix allows you to control all aspects of the portfolio life cycle process, as well as enabling you to comprehensively track communications, business generation, producers, performance & marketing effectiveness.

UNAPEN can also integrate ClientLogix with your Trading system, Billing system, Document Imaging Technology, MMD and Nelson’s or other industry data providers for an even more holistic view of the information you need to effectively manage your firm and increase client satisfaction.

From investment performance and client reporting to compliance and sales tracking,

ClientLogix extends the power of Infor CRM, tailoring the system for:

Investment Advisors,

Wealth Managers,

Single and Multi-Family Offices,

Private Equity Firms,

Hedge Funds and Fund of Funds,

Bank & Trusts.



Infor CRM Awards


       Check out the following case study:

          Case Study: "10 Ways to Ensure Successful Implementation & User Adoption of a CRM."


       and related blog articles:

          5 Keys to Success – CRM Implementations for an RIA

          What Can RIAs Expect from a System Conversion? – Part 1

          What Can RIAs Expect from a System Conversion? – Part 2


Unlock the Potential with ClientLogix CRM Today!

Call UNAPEN, Inc.