Tag: Connecticut

June 1, 2012 MaryAnne Rode No comments exist

Lately I have been writing more and more about IT service providers and choosing the right one. It occurred to me that some guidelines for what to ask any prospective IT provider may be helpful.  As your company’s dependency on technology grows, your need for IT support grows along with it.

Listed below are ten questions you should always ask any prospective IT provider before signing up with them: (more…)

February 6, 2012 UPAdmin

Boost Profitability and Increase Client Satisfaction

UNAPEN’s products work independently or together to help you boost profitability and increase employee and client satisfaction in all areas of your business. Our products work together to help you work smarter. With the UNAPEN Product Suite, you can: #1 See and interact with the client’s portfolio and critical information, instantly. #2 Automate your client statement process with professional graphical reports. #3 Monitor time-sensitive activities, send alerts, and get data-triggered reports. [button link=”http://unapen.com/products”] Read More: UNAPEN Product Suite[/button]

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February 6, 2012 UPAdmin

Protect Your Critical Data

You CAN run your business every day knowing that your technology and IT infrastructure is secure, stable and up to date. UNAPEN offers multi-level, secure, remote IT services to protect your data, reduce or eliminate IT payroll expense and maintain your critical systems.

UNAPEN offers a range of IT solutions. From consulting and secure off-site data backups to virus protection and email filtering.

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February 5, 2012 UPAdmin

Unlock Your Potential with UNAPEN Products and Services

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry. We have developed applications and solutions that will maximize your productivity, improve your services, and give your business the competitive edge. Since 1991, we have provided quality services, solutions and products that make our clients more competitive and successful.

[button link=”http://unapen.com/products”] Read More: UNAPEN Product Suite[/button]

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February 1, 2012 UPAdmin

Knowledge, Products & Solutions for Financial Services Industry

Our Financial Services and Technology professionals truly know your business, industry and the infrastructure you depend on. We provide a full-range of products, services and solutions tailored specifically for the Financial Services Industry. UNAPEN will help you evaluate and implement the technology that is right for you.

With UNAPEN, you receive the stability of proven technology with the power of leading edge philosophy.

[button link=”http://unapen.com/products/business-consulting”] Read More: Business Consulting[/button]

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[button link=”http://unapen.com/it-services/itcomplete”]  Read More: ITComplete™ Managed IT Services[/button]

[button link=”http://unapen.com/it-services/it-business-continuity”]  Read More: ITComplete DATASAFE™ Data Backup & Disaster Recovery[/button]

 

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January 29, 2012 UPAdmin

At UNAPEN Inc. we believe in your business, your clients and our products

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry. Our motto; People. Process. Technology.

Thank you for visiting our website today. To learn more about our software products, IT solutions and consulting services, please contact us. We look forward to learning about your company and how UNAPEN can help.

 

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January 27, 2012 UPAdmin

Who is Minding Your Store?

The definition of Managed IT Services can vary greatly from provider to provider but in general, it is defined as an outside firm or servce provider who handles your IT needs including support, system monitoring, backups, patches and spam filtering. Some companies are even providing the option to rent hardware from them along with a managed network service. The main idea is that someone else is minding the store when it comes to IT infrastructure.

Are you settling for the same old same old?

One common approach to IT services and support has been the time and materials model. You have a computer problem and you call your provider . You then wait until they come and fix it. Then you get a bill. You don’t see them again until you have another problem. Then you call them, and wait for them to come and fix things. Then you get another bill. Maybe then you decide this has to stop so the next time you have a problem you spend an hour trying to fix it yourself because you don’t want to get another bill. Now you have spent an hour doing something that has nothing to do with what you are supposed to be accomplishing and chances are your computer is still not working exactly the way you want it to. When it comes right down to it, the time and materials approach means that your provider has no true responsibility for your network.

Is it time for a change?

It is very common for businesses to have what we like to call “current provider preference”. There is a sense of security around a known entity. But, could it be that you are just more comfortable with the devil you know? Do you find yourself saying things like “if only they ….” or “I just wish I was sure that they had….” When it comes to actually changing providers, you are skeptical. Perhaps they make promises to do better or to lower their costs. Ultimately though, it is a matter of trust and if you are spending time second guessing whether or not they are doing their job properly or fairly, you aren’t able to focus on your business and you aren’t getting a good return on your IT investment dollars. Your IT support is only a good value if you are getting the service you need in a timely manner allowing you to focus on doing your job. Don’t settle for anything less.

Why consider Managed IT Services?

There are lots of reasons to consider outsourcing your IT services. Some of the main considerations that drive businesses to consider a managed services provider are:
• limited IT staff or no IT staff at all
• frustration with current IT provider
• a need to update outdated technology
• outgrowing current IT resources
• a budget that doesn’t allow for year round full time coverage of IT needs
Perhaps the most compelling reason to consider outsourcing your IT is, the more time you spend trying to get your technology to work, the less time you have to focus on growing your business.

A good managed IT services provider will align your goals with theirs and help you move away from the trap of only addressing problems when it is too late. They will take a proactive versus reactive approach to your network. By doing this, it takes the distraction of computer issues out of your job and allows you to finally focus on what you were hired to do. Your days will no longer be filled with delays due to computer problems. With computers running smoothly and virus free, you can accomplish your work with greater efficiency.

What’s my first step?

If you are ready for a change and want to stop second guessing whether your infrastructure is secure and well cared for, the first step is to find a good managed services provider. How do you do this? It is important to know what your company’s IT needs are. It is also important to understand what is included in the managed services you are looking to purchase. You will want to evaluate what the true cost of your downtime is. You also need to know that all managed services providers are not created equally. It is important to get recent references and to research the type of services they provide in detail. Some managed services companies provide a fixed cost option which would allow you to contain your IT costs and still benefit from the expertise that you want and need. Doing this research will help ensure that you truly understand what you are purchasing and that it matches your needs. You have no doubt grown to rely on your technology. If it is not working and the person or company you hired is not responding, your business is going to be affected.

Why not just hire someone?

So you may be asking yourself, “why not just hire my own employee?” You may think that if someone works for your company directly that will give you better control over things and an accountability that may not exist when you outsource your IT services. That may be true on some levels however, what do you give up in order to achieve that accountability?

• Access to a resource pool with a broad range of expertise
• Coverage regardless of vacation schedules/sick days
• Freedom from the impact of staff turnover
• Freedom from the cost of benefits/fully burdened salaries

If any of these items are things you currently struggle with, it may be time to consider managed IT services. Managed IT service is no longer a “nice to have”. It affords you greater advantages and fewer drawbacks regarding your IT network. Quite simply, it is the right way to handle your IT needs.

About UNAPEN and ITCOMPLETE™
UNAPEN, founded in 1991, has been providing IT support and services for a wide variety of companies throughout the country. In 2001, UNAPEN began to move toward a more managed service model of providing IT support. ITCOMPLETE, with automated processes and remotely managed support, was first released in 2006. UNAPEN’s technology experts specialize in streamlining operations and workflow across organizations to help your business grow, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN also offers client relationship management and automated client reporting software tailored for firms in the financial services industry. For more information, visit www.myitcomplete.com or call (203) 269-6111.

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January 29, 2011 UPAdmin

UNAPEN has a 100% Success Rate

UNAPEN has been a steadfast source of up-to-the minute information for our clients for over 20 years. We believe in People. Process. Technology. Our intimate knowledge of technology, asset management, contemporary software vendors, and industry trends makes us a sage guide for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.

UNAPEN has a 100% success rate in selecting and migrating our clients across all major portfolio accounting systems, including Advent Axys® and APX®, CheckFree®, SunGard®, INDATA®, Princeton Financial®, Schwab Performance Technologies®, Albridge®, and Thomson Reuters®.

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March 25, 2009 David Gemma No comments exist

  ClientLogix™ — Asset Gathering and Retention Tool for the SMA and RIA Communities

Wallingford, CT: March 25, 2009—UNAPEN, Inc. is proud to announce the general release of ClientLogix™ 4.0, a coordinated business intelligence portal and client relationship management solution tailored for financial services. “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,” says David Gemma, Principal and co-founder of UNAPEN.

ClientLogix™ is a best-of-breed solution that combines the might of Sage Software’s world-renowned SalesLogix CRM 7.5 platform with UNAPEN’s extensive expertise in integrating portfolio accounting, partnership accounting, compliance, trading, billing, performance attribution and document management systems. The result is a central foundation upon which to grow an asset management firm with higher operational efficiency, increasing margins, controlled overhead and a more satisfied clientele.

RIA’s typically have a contact or relationship management system that provides a limited amount of fairly static and isolated data. These firms are likely to encounter significant client attrition rates as these systems fail to keep pace with the increased needs of institutional and high net worth clients. Mr. Gemma adds, “Our clients enjoy a significant strategic advantage because ClientLogix™ has helped them evolve to the point where they can easily access and manage holistic wealth management information in one unified application instead of four or five different applications.”

The new functionality in version 4.0 enhances the benefits to executive management, compliance officers, traders, portfolio managers, sales, marketing and operations personnel, with the added ability to quickly personalize the way information is organized and processes are defined to benefit each specific job function in an asset management firm.

  About UNAPEN, Inc.

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers business intelligence solutions and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting. For more information, visit http://www.unapen.com/ or call (203) 269-6111.

September 6, 2005 David Gemma No comments exist

Brian Kish from UNAPEN mobilizes a relief team for the victims of Hurricane Katrina in an extraordinary display of humanitarianism

Wallingford, CT: September 6, 2005—When Rob Harris from Connecticut Governor Jodi Rell’s office put out the call for help for the victim’s of Hurricane Katrina there were many Connecticut residents who sprang to action. Brian Kish, UNAPEN’s Vice President of Application Services was one of them. Brian has been a volunteer for the Red Cross/Salvation Army for some time now but never has he rallied the spirit of hope, compassion, and charity as he did this past weekend.

Brian Kish’s affiliation with the United Check Cashing/Major Motion Racing Team gave him access to a 52ft. trailer that is normally used to transport racecars. Originally, the governor’s office requested that the trailer, once loaded, be driven to Bradley International Airport in Hartford so the supplies could be loaded onto planes. Brian Kish went the extra mile, or rather 1500 miles. With the help of his son, some friends, professional drivers, and the National Guard, Brian loaded up the trailer with donated goods and drove non-stop to the areas most devastated by the colossal hurricane. Kish said, “I knew the need was urgent and it would take only 24 hours to get the crucial supplies to people who had been suffering for nearly a week.”

On Saturday, September 3rd, there were 95,000 pounds of supplies including toilet paper, diapers, baby food, batteries, tents, water, peanut butter, jelly, sheets, comforters, toothbrushes, and much more that were squeezed onto every available square foot of the trailer from the Hartford Armory. Even as the trailer was being loaded, generous citizens were still bringing their donations—loading them directly from their cars into the stuffed trailer. Others, such as Joan Walker, the CFO of UNAPEN, gave financial donations to help with the huge cost of gas to transport the relief.

At about 9:00 AM on Monday, the relief team rolled into the town of Bayou La Batre, one of Alabama’s hardest hit areas. Floodwaters following Katrina reached 11 feet in some places in southern Alabama, while about 718,000 homes and businesses in Mobile were left without power for days. Kish and the other volunteers along with military personnel unloaded the aid at an abandoned farm turned makeshift relief center where victims of the hurricane lined up all day to get the items they most needed. Before Kish’s crew arrived, the only items being handed out were MRE’s and ice.

Exhausted and exhilarated from three days of loading, driving, and unloading, Kish and his companions were offered a place to stay from one of the volunteers that they met in Bayou La Batre. On Tuesday morning, they began the long trek back to Connecticut. Kish’s ability to corral the resources and manpower was a big part of this operation. However, his “get up go” attitude, his willingness to help others and use every muscle in his body, his sacrifice of time, sweat, and energy are what really make a difference.