Check out the March 2017 UNAPEN Newsletter!
Tag: family office
Check out the February 2017 UNAPEN Newsletter!
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1
UNAPEN reduces workloads and manual errors by providing QuickBooks integration with Advent Axys, APX and SchwabPT PortfolioCenter, custom-tailored to the needs Family Offices and Wealth Mgmt firms.