Tag: financial services

June 26, 2017

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



February 25, 2015

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

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

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

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

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

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

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.