Tag: FL

May 15, 2014 David Gemma

Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible!

ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL®  etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN. (more…)

November 14, 2008 David Gemma No comments exist

UNAPEN CEO will discuss “Ride the Tide: Shoring up your Firm’s Finances with Best-in-Class Fee Billing” from November 20–22, 2008

Wallingford, CT: November 14, 2008—Joseph Walker, CEO of UNAPEN, Inc. will participate in the Partner Panel during the upcoming Redi2 Annual Client Conference, to be held at the Biltmore Hotel in Coral Gables, Florida. The panel will address billing practices and standards while exploring how Redi2 fee billing software can help firms navigate today’s turbulent market currents. The conference will also discuss new features and functionalities of Redi2 Revenue Manager™ and share how clients are using Revenue Manager to directly impact their firm’s finances and operations.

UNAPEN has seen a steadily growing stream of requests for help in tackling challenges related to fee billing and revenue management for Institutional and High Net Worth clients. Walker will share his insight on moving from passive revenue collection to active revenue management and how integrating revenue analysis with ClientLogix provides a truly comprehensive way of seeing and managing your clients and distribution channels. The resulting knowledge and insight enables firms to focus on their most important channels and relationships for asset growth and retention.