Tag: billing

June 30, 2015 David Gemma

Article by Joan Walker, Managing Director at UNAPEN, Inc.

See Part 1 here: What Can RIAs Expect from a System Conversion – Part 1

When we last left off, we had determined that signing a contract is the beginning of the process, not the end.  We also learned our first lesson – your firm needs to have knowledgeable and empowered people as part of the conversion project team, but what does this mean?  Many times a project team ends up looking like this:

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April 30, 2015 David Gemma

Article by Joan Walker, Managing Director at UNAPEN, Inc.

Your wealth management firm has just spent months looking into new systems, narrowing the field of options, negotiating terms and agreements and finally you are at the end of the process. You have chosen a new system! Congratulations, you’re done, you can leave it in the vendor’s hands to bring in the new system and all will be right with the world. WRONG – this is only the beginning, let’s see why. (more…)

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…)

May 13, 2014 David Gemma

All are welcome to sign up here http://tiny.cc/ucctfx 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…)