Tag: Business Continuity

August 24, 2021 David Gemma

The Ultimate Disaster Recovery Checklist will help you get prepared, learn from any past mistakes and ensure that your firm and your clients’ information is protected. From the UNAPEN ITComplete team!

May 5, 2020 David Gemma

As a financial firm, your clients depend on your guidance to help them make the most out of their fiscal decisions. These relationships require trust, often built over time. What would happen if that trust was broken? How long could you keep your clients at ease if you couldn’t execute trades, generate client statements or…

June 26, 2019 David Gemma

Financial Services & Technology News
UNAPEN Newsletter – June 2019
Spotlight – Why We Partner with Datto for Business Continuity
Regulatory Oversight Hits Facebook Again Over Libra Cryptocurrency
Downtime – Google Suffers Outages Twice in 2 Weeks!
Video – A Humorous Look at Real Scenarios That Can Take Down Your Firm
Data Breaches – Cetera Financial, Voya Financial and More
eBook – Safeguarding Your Business If Disaster Strikes
Future Tech – Future Bridges Include Robots, Cafes & Pedestrians
Article – What is the Dark Web & What Does it Mean to Me?
Awards – Best Market Data Provider Goes to Refinitiv Again!
Trivia – Let’s Talk Money

May 30, 2019 David Gemma

Financial Services & Technology News
UNAPEN Newsletter – May 2019
Video: What is Social Engineering? No, it is NOT a Facebook course!
Report – 2019 SEC Examination Priorities… with a Focus on CyberSecurity & Business Continuity
Solution – Getting Your Firm Well-prepared for Cyber Risk, Business Disruption & SEC Auditors
Cyber Security Awareness & Training For Wealth Management & Investment Advisory Firms
Hacked – Redtail CRM Exposes Confidential Data of Their Financial Services Clients
Video: Am I Using “Easy” Passwords – What is the Problem?
Wow – Kentucky Derby: That Never Happened in 145 Years
Report – Who, What, How in the 2019 Data Breach Investigations Report
Trivia – Rules for Flying the Flag on Memorial Day

July 26, 2018 David Gemma

Check out the UNAPEN Newsletter – July 2018
NY AUG Meeting – UNAPEN Sponsors June Meeting, Highlights PriceFusion Solution for Axys & APX
Institutional Investing – Read the ‘Future of Investment Research’ Report by Thomson Reuters & Greenwich Associates
ITComplete Security Solution – Fixed-Cost, Multi-Layered IT, Disaster Recovery & Cyber Security Services
Technology Advances – Cloud-Operated Public Buses
Cyber Security Warning – Avoiding Scams & Tactics Used by Hackers
UNAPEN Client Referral Program – Gift Cards, Service Discounts & Charitable Donations
Monthly Trivia Question – 2018 World Cup in Russia

March 28, 2018 David Gemma

Check out the UNAPEN Newsletter – March 2018
Artificial Intelligence – Thomson Reuters 2018 Digitalization of Wealth Management Report
Artificial Intelligence – Savvy Investment Managers Utilize AI to Drive Fund Sales
CyberSecurity – Top Tips to Securely Using Social Media
Ransomware – Attack on The City of Atlanta
UNAPEN Solution – Guaranteed Ransomware Protection
Video – Business Continuity in 30 Seconds
Video – Instant Virtualization Technology
Monthly Trivia Question – March Madness

September 28, 2017 David Gemma

Check out the UNAPEN Newsletter – September 2017
Hackers & Hurricanes – How Your Firm can Survive Both Threats with a Single Solution
CyberSecurity – Download Datto’s 2nd Annual State of the Channel Ransomware Report
Ransomware – The Top 2 Ways to Protect Against this Growing Epidemic
Tech Giants – Microsoft and Amazon Collaborating
AUG, The Exchange – Wealth & Investment Industry Forum Offers Member Discounts on Industry Solutions
Password Madness – SANS Institute Offers Guidance on Selecting a Password Vault
Monthly Trivia Question – Citizenship Day and The Constitution

August 24, 2017 David Gemma

Check out the UNAPEN Newsletter – August 2017
Finding an IT Vendor that Specializes in FinServ
Case Studies – Client Reporting for PortfolioCenter & Axys Clients
Retrospect – Microsoft Timeline: Then-to-Now
Compliance Risk Alert – CyberSecurity OCIE Examinations
Business Continuity – Download the 2017 SANS Security Awareness Report
Monthly Trivia Question – The ‘New College’ Founded in 1636?

June 22, 2016 David Gemma

Like lions picking off the weakest gazelles in a herd, hackers are compromising weak systems in order to obtain passwords and then using those passwords in an attempt to access more secure systems.
Ken Rode, Dir of IT Services at UNAPEN, explains how these multi-stage cyber attacks are structured and the top 3 ways to prevent them from happening to your business.

June 10, 2016 David Gemma

UNAPEN and Datto team up to help businesses avoid Ransomware by proactively protecting systems with security patches, email filtering, data backup, disaster recovery and cyber security via ITComplete, ITComplete DataSafe and ITComplete NetScan.

August 27, 2013 David Gemma No comments exist

Never have to say “Sorry, We’re Closed!“ Learn how the ITComplete DATASAFE data back-up and disaster recovery solution from UNAPEN can keep your firm resilient in the face of adversity.

Our proactive approach to providing Business Continuity solutions means that we don’t wait for something to go wrong, we work closely with you to plan out a multi-layered strategy that continuously protects your firm, your clients and your budget.

April 9, 2012 UNAPEN Desk

What’s a UNAPEN? Strategic Consulting, IT Services and Software Solutions for investment management firms.

February 6, 2012 UPAdmin

Protect your data and maintain your critical systems. With UNAPEN, you can take the stress out of running your IT systems. The ITComplete Suite consists of the following:

– Managed IT Services
– Business Continuity & Disaster Recovery
– CyberSecurity

January 29, 2012 UPAdmin

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.

March 31, 2011 UPAdmin

UNAPEN was selected by the Advent Users Group as the sponsor spotlight for the month of April in order to help inform and educate their 300+ member firms about solution providers that focus on Advent platforms.

January 29, 2011 UPAdmin

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.