Tag: investment management

April 20, 2016

UNAPEN’s unique combination of products, services and industry experience has provided a framework for success for firms of all sizes and types.

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

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

February 2, 2012

A thorough understanding of the Financial Services Industry and our absolute commitment to client satisfaction sets us apart.

– Strategic Data Management Solutions
– Systems Integration & Data Synchronization

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.