Tag: APX

May 15, 2014 David Gemma

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…)

October 22, 2013 David Gemma No comments exist
Article by Robert Harriss of UNAPEN

 

The Challenges of QuickBooks Integration

For many firms out there, Intuit QuickBooks™ data entry and reconciliation with other financial systems is a necessity. Unfortunately, this necessity carries the burden of manual data entry costing valuable time and resources. The root of the problem is that out-of-the-box solutions cannot meet the needs of most clients, there are too many variables:

  1. Accounting Systems,
  2. Posting Direction,
  3. Data Transformation,
  4. Client-Specific Logic,
  5. Network Security, etc.

Hearing and responding to the needs of clients and prospects, UNAPEN has been leveraging our extensive knowledge and background in the area of integrating financial systems to create tailor-made, affordable solutions that ease this burden. (more…)

August 15, 2013 Robert Harriss No comments exist

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…)

May 10, 2013 Joan Walker No comments exist

Having spent the last ten years of my life working on implementing Client Relationship Management systems for Registered Investment Advisors, I can say there is no one answer, no cookie cutter approach, no silver bullet to the question “What makes a successful CRM Implementation”.  There are, however, consistent components that drive successful user adoption:

 Know Your Business Needs

The most critical aspect of any CRM implementation is to determine (more…)

July 9, 2012 David Gemma No comments exist

HNWI & Institutional vs. Wrap/SMA

CRM solutions for investment management have mainly focused on High Net Worth Individual (HNWI) and Institutional clients, but firms running Wrap/SMA business are stuck trying to shoe-horn their relationships with sponsors, branches and FA’s into a relationship structure that doesn’t really fit.  What’s worse is when I hear the exasperation of Wrap/SMA managers that have been searching for a CRM solution.  First they have to explain their business to the CRM vendor, then they to go into a demo and find out that they are looking at a HNWI system that comes with only promises that it can be adapted to handle Wrap/SMA relationships.

CRM built for Wrap/SMA

It’s a great feeling when you (more…)

July 2, 2012 David Gemma No comments exist

 Client Service is the Key!

Consider this common client service scenario:

  • A wealthy client calls with questions about her portfolio.
  • Your staff member, Thomas, hasn’t spoken directly with this client previously.
  • ClientLogix CRM pulls up the client record for Thomas before he even answers the phone .
  • He immediately has access to her entire portfolio as well as notes from previous conversations and written correspondence at his fingertips.
  • Thomas is able to handle the client’s inquiry efficiently and knowledgeably because he is able to provide the requested information immediately over the phone instead of having to call her back after searching through 5 different systems and a network directory.
  • In addition, Thomas (more…)
May 16, 2012 David Gemma

AUG CHICAGO 

I went to the Advent Users Group (AUG) meeting in Chicago last week and I wanted to share some highlights and trends in the industry that were discussed.  Over 40 AUG members attended and when they did an informal poll, it revealed that approximately 75% of group is currently using Advent Axys while the remainder is using or migrating to Advent Portfolio Exchange (APX).  I have yet to see any attendees from firms using Advent Geneva and am waiting to see if any of the firms on Black Diamond will come into the fold moving forward. (more…)

January 24, 2012 UPAdmin

ClientLogix™: A Central Element

Wallingford, CT: UNAPEN’s ClientLogix CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company. Click here to read about Elite 8 honoree Barbara Perino—SVP of operations and technology—and her work to overhaul legacy systems and build a powerful infrastructure to support the bank’s growth strategies.

 

Unlock The Potential!

Call UNAPEN, Inc. Today
203.269.6111
Email

January 20, 2012 UPAdmin

 UNAPEN is Offering Discounts on Upgrades from Basic Contact Management

 
UNAPEN, Inc. is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™. UNAPEN’s ClientLogix CRM system facilitates asset growth and client acquisition, helping you work smarter and more efficiently instead of falling victim to an overload of information. As your firm grows, or gears up for growth, it is important to be able to handle all the new client information. Upgrading from basic contact management to a full CRM system specifically designed for investment management is instrumental to your continued success because it allows you to manage the complete client and portfolio lifecycle.

ClientLogix, built on the world renowned Swiftpage Saleslogix®, tailors your CRM for the financial services industry by integrating your portfolio accounting system and other critical information with your clients’ demographics and communications history. This allows you to have a truly holistic view of your clients’ relationships and their portfolios—in a single, unified application. No longer do you have to ask IT to run several reports when you need a single piece of information. You can be proactively notified about critical information or simply look up what you need in ClientLogix, allowing you to quickly answer questions over the phone or find all of the necessary information to send an informed email or letter to your client in a timely manner.

Call (203) 269-6111 or Email today to see how valuable ClientLogix will be to your firm with its ability to offer you insight-not just hindsight-into your business, your clients and their assets.

About UNAPEN

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting.

 

Unlock The Potential!

Call UNAPEN, Inc. Today
203.269.6111
Email

January 29, 2011 UPAdmin

UNAPEN has a 100% Success Rate

UNAPEN has been a steadfast source of up-to-the minute information for our clients for over 20 years. We believe in People. Process. Technology. Our intimate knowledge of technology, asset management, contemporary software vendors, and industry trends makes us a sage guide for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.

UNAPEN has a 100% success rate in selecting and migrating our clients across all major portfolio accounting systems, including Advent Axys® and APX®, CheckFree®, SunGard®, INDATA®, Princeton Financial®, Schwab Performance Technologies®, Albridge®, and Thomson Reuters®.

[button link=”http://unapen.com/about-unapen”] Read More: About UNAPEN[/button]

Unlock The Potential!

Call Today

203.269.6111

Email

April 19, 2010 David Gemma No comments exist

Wallingford, CT: April 19, 2010—UNAPEN, Inc. will be hosting the Advent Users Group member meeting in San Francisco on April 26, 2010. The meeting will feature presentations and discussions on various topics such as compliance, GIPS, staffing issues and executive management.

UNAPEN partners with AUG several times each year to host these meetings for its members where they discuss an array of topics. Some popular staples are compliance, increasing efficiency, best practices and tips on how to get the most out of Advent products.

UNAPEN often contributes presentation material and expertise to these conversations since we specialize in providing enhanced functionality and integration to the Advent product suite. There comes a point in time when firms realize that their portfolio accounting system is only one piece of a much larger puzzle. These firms then begin looking for ways to better use their data and expand their view to encompass the entire client and portfolio lifecycle.

UNAPEN offers custom reporting and trading solutions, enhanced CRM and Business Intelligence products, as well as integration services for additional data sources, document management systems and others. UNAPEN works with its clients to streamline the flow of this data so that all of the information pertaining to clients, their portfolios, and their relationships with the advisor can be viewed and acted upon within a unified and centralized application.

UNAPEN will be hosting another meeting on June 10, 2010 for the Advent Users Group members in New York City.

March 25, 2009 David Gemma No comments exist

  ClientLogix™ — Asset Gathering and Retention Tool for the SMA and RIA Communities

Wallingford, CT: March 25, 2009—UNAPEN, Inc. is proud to announce the general release of ClientLogix™ 4.0, a coordinated business intelligence portal and client relationship management solution tailored for financial services. “Advisors using ClientLogix™ are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort,” says David Gemma, Principal and co-founder of UNAPEN.

ClientLogix™ is a best-of-breed solution that combines the might of Sage Software’s world-renowned SalesLogix CRM 7.5 platform with UNAPEN’s extensive expertise in integrating portfolio accounting, partnership accounting, compliance, trading, billing, performance attribution and document management systems. The result is a central foundation upon which to grow an asset management firm with higher operational efficiency, increasing margins, controlled overhead and a more satisfied clientele.

RIA’s typically have a contact or relationship management system that provides a limited amount of fairly static and isolated data. These firms are likely to encounter significant client attrition rates as these systems fail to keep pace with the increased needs of institutional and high net worth clients. Mr. Gemma adds, “Our clients enjoy a significant strategic advantage because ClientLogix™ has helped them evolve to the point where they can easily access and manage holistic wealth management information in one unified application instead of four or five different applications.”

The new functionality in version 4.0 enhances the benefits to executive management, compliance officers, traders, portfolio managers, sales, marketing and operations personnel, with the added ability to quickly personalize the way information is organized and processes are defined to benefit each specific job function in an asset management firm.

  About UNAPEN, Inc.

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers business intelligence solutions and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting. For more information, visit http://www.unapen.com/ or call (203) 269-6111.