Tag: financial services

May 5, 2020 David Gemma

As a financial firm, your clients depend on your guidance to help them make the most out of their fiscal decisions. These relationships require trust, often built over time. What would happen if that trust was broken? How long could you keep your clients at ease if you couldn’t execute trades, generate client statements or…

March 25, 2020 David Gemma

Financial Services & Technology News for March 2020
Cyber Security – Breaches Happen Every Day. Learn How To Protect Your Firm
Health – How to Boost Your Immune System During an Outbreak
Silver Lining – Coronavirus Guidance for Financial Advisors
Report – SEC 2020 Cyber Security & Data Report
Tips – Employees are Your Biggest Risk! 4 Tips for Safe ‘Work From Home’ Computing
Tech – The Earth’s Fastest Supercomputer vs.The Coronavirus
Solution – Quick, Secure, Affordable Cyber Security Risk Reduction
Tech – Lacking the Tools to Effectively Work from Home?
History – The 1918 Philadelphia Parade wasn’t Cancelled Due to Pandemic, the Results were Devastating.
Advice – Keeping Kids Safe Online During School Closure
CDC Feed – Information and Updates on the COVID-19 Pandemic
Solution – Already Suffered Ransomware? Try ITComplete with Guaranteed Ransomware Protection
Trivia – St Patrick’s Day & Corned Beef

October 31, 2019 David Gemma

Financial Services & Technology News
Toolkit – National Cybersecurity Awareness Month 2019
Problem – Advisors are Wasting So Much Time Looking for Information Instead of Acting on It
Solution – UNAPEN Affinity™ SQL Data Repository for Advisors
Learning – Step-by-Step Guide to Hacking a Bank: Inside the Mind of a Hacker!
Solution – Overcome Your Client Reporting Struggles
Video – Easy Client Reporting for Wealth Managers
News – Police Department Credentials Exposed Through a Dark Web Share
News – Dominion National Exposes 2.9 Million People’s Credentials Over 9 Year Breach
Video – Flying Cars are Finally Taking Off!
Tips – FBI Cyber Security Tips
Monthly Trivia Question – Can You Name This Famous 1983 Hacker Movie?

July 31, 2019 David Gemma

Financial Services & Technology News
Video – Safe Web Browsing Techniques in 60 seconds!
Another Quarter End, Another Painful Client Reporting Fire Drill?
Solution – It’s Time for a Smart Reporting Solution to Help Your Firm!
Operations – Streamlining Client Service Operations
Tech Buzz Words in Financial Services that You Should Learn
CyberSecurity Impact on Markets – US Commodity Futures Trading Commission
Technology – Infor CEO Charles Phillips Talks Tech
Article – What are Virtual Private Networks (VPNs)?
Compliance – Tools & Guides in the FINRA Compliance Toolbox
Monthly Trivia Question – Most Dangerous Month of the Year for Stock Speculation

June 26, 2017 David Gemma

Joe Walker discusses how things we receive “free” online must be balanced with the sacrifice of personal privacy and more.

February 25, 2015 David Gemma

Savvy asset mgmt. firms are finding better IT providers that specialize in Financial Services, and technology allows them to look across a broader geographical area for those providers. UNAPEN ITComplete blends extensive IT knowledge with experience in Financial Services.

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

Protect your data and maintain your critical systems. With UNAPEN, you can take the stress out of running your IT systems. The ITComplete Suite consists of the following:

– Managed IT Services
– Business Continuity & Disaster Recovery
– CyberSecurity

February 5, 2012 UPAdmin

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.

February 1, 2012 UPAdmin

Our Financial Services and Technology professionals truly know your business, industry and the infrastructure you depend on.

– Strategic Business Consulting
– Process Consulting

January 29, 2012 UPAdmin

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.

January 29, 2011 UPAdmin

For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.