Tag: ClientLogix

February 29, 2020 David Gemma

Press Release – Koch Industries Agrees to Acquire All of Infor
NEW YORK – February 4, 2020 – Infor, a global leader in business cloud software specialized by industry, announced today that an affiliate of Koch Equity Development LLC has entered into a definitive agreement to acquire the remaining equity stake in Infor held by Golden Gate Capital.
Koch intends to quickly position Infor as one of the most well-capitalized companies in technology.
“Koch’s decision to acquire Infor is a strong endorsement of our product strategy…” said Kevin Samuelson, CEO of Infor.
See the entire release here http://tiny.cc/koch-acquires-infor

Note: UNAPEN’s ClientLogix CRM is built upon the Infor CRM Platform

July 27, 2017 David Gemma

Check out the UNAPEN Newsletter – July 2017
ClientLogix – Infor CRM integrated with LinkedIn Sales Navigator
PriceFusion – Quarterly Bulletin for APX Clients
Matrix – Single & Multi-Family Office Reporting Technology
Asset Managers Gear Up for Growth
Advice for Parents of Online Gamers
Monthly Trivia Question – How did July(and all the other months) Get Its Name?

April 25, 2017 David Gemma

Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.

November 8, 2016 David Gemma

Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities. Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability…

May 13, 2014 David Gemma

ClientLogix CRM – the enterprise CRM solution for investment and wealth management – is now inside Microsoft Outlook. The new Xbar from SalesLogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix. – See more at: http://social.swiftpage.com/press-release/xbar#sthash.lk7JI2G9.dpuf

February 6, 2012 UPAdmin

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

January 20, 2012 UPAdmin

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™

April 28, 2011 UPAdmin

UNAPEN announced today the appointment of Robert Harriss to the position of Application Services Manager. Mr. Harriss will be responsible for overseeing all aspects of the Application Services group that provides code construction, unit testing and release processes for custom development, R&D and release-based software products.

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.