Financial Services & Technology News for April 2020
Tech – Microsoft TEAMS: Online Meeting Tips
Cyber Security – Safe & Secure Work From Home Computing Tips
Medical Tech – How 3-D Printers are Helping Fight the Coronavirus
FinServ Trends – Refinitiv Perspectives on the Growing Demand for ESG-Themed Products
Solution – Reduce Your Client Reporting Overhead and Frustrations
Hacked AGAIN – Marriott Suffers Second Breach in as Many Years
Video – Office 365 Renamed to Microsoft 365, Now Includes MS TEAMS, Same Low Monthly Price
SEC – Importance of Delivering Timely & Material Information to Investors
Tips – Do the Right Thing, Use Unique Passwords for Every Site with a Password Manager
Solution – A Complete Outsourced IT Suite that Flexes to Meet Every Budget
Trivia – The 4 C’s of Diamonds, the April Birthstone
Tag: client reporting
Financial Services & Technology News
UNAPEN Newsletter – April 2019
Video – Tired of Wasting Time & Money on Client Reporting Cycles?
What does UNAPEN’s Microsoft Gold-Certified Partner Designation Mean to Our Clients?
Solution – ClientRep Reduces Custom Client Reporting Effort by Over 60%
News – Hackers Take Police Ransom in Albany & Atlanta!
Have you signed up for SEC updates related to Reporting, Compliance and More?
From Finance Firms to Factories — Technology Powers Industry Innovation
Case Study: Challenges & Solutions Encountered with Axys Custom Reporting
Tip – Simplifying Password Complexity
Trivia – Thermodynamics Behind the Stanley Cup
Check out the UNAPEN Newsletter – June 2018
Solutions – Common Problem Areas in Asset Management Firms
CyberSecurity – Steps to Protect Your Firm from Malware
Client Reporting – Endless Challenges with Content, Processing & Overhead?
CRM – Tired of Sub-Standard CRM Bundled with Your Portfolio Accounting System?
Technology Advances – 3D Printing to Create Free Prosthetic Limbs for Children
CyberSecurity – Losing Time & Overspending on Security & Data Protection?
World Cup – Thomson Reuters Labs Crunch World Cup Data
Monthly Trivia Question – Hottest Place in the United States?
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
UNAPEN products help you work smarter to drive growth, foster teamwork, increase profitability and ensure client satisfaction.
– ClientLogix – CRM & Mobility for Investment Advisors
– ClientRep – Client & Mgmt Reporting
– Business Automation
Joe Walker discusses best practices and technology solutions/trends for Institutional client reporting as well as SMA Sales, Marketing and Administration at the New York FRA Tech-Ops conference.