Tag: crm asset management

May 10, 2013 Joan Walker No comments exist

Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.

April 9, 2012 UNAPEN Desk

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

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