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Tag: APX
UNAPEN PriceFusion integrates pricing and reference data from Refinitiv (Thomson Reuters) DataScope Select with Advent Axys and APX to save money, eliminate surprise billing costs.
Check out the UNAPEN Newsletter – April 2018
UNAPEN Solution – Thomson Reuters Showcases DataScope Select & PriceFusion at AUG National Member Meeting
Thomson Reuters – Announces Eikon Product Enhancements
PriceFusion – Advent Axys & APX Firms Now Have a Choice in Pricing Vendors
Microsoft – Going Green in Silicon Valley
CyberSecurity – Protecting Your Firm from Phishing Scams
Monthly Trivia Question – Delaying Tax Day
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.
UNAPEN reduces workloads and manual errors by providing QuickBooks integration with Advent Axys, APX and SchwabPT PortfolioCenter, custom-tailored to the needs Family Offices and Wealth Mgmt firms.
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.
Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.
Wrap/SMA managers are often disappointed with CRM options, ClientLogix is tailored for these managers.
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
Getting data out of Advent Axys and APX can be complex and challenging, ClientLogix from UNAPEN helps users get easy access to that information plus much more. UNAPEN also specializes in creating APX SSRS custom reports.
UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
UNAPEN 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™
For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.
UNAPEN hosting the Advent Users Group meeting in San Francisco, showing members how to get the most value from their Advent Axys and APX products.
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.