Tag: SunGard

August 15, 2013 Robert Harriss No comments exist

Rollout of ClientLogix 5.0

The release of ClientLogix 5.0 powered by latest  8.0 version of Saleslogix has been very exciting and well received by new clients as well as those existing asset managers that have begun upgrading. As Application Services Manager, I am directly responsible for overseeing, implementing and enhancing the ClientLogix product to not only service the Investment Industry but also take full advantage of the core benefits that the underlying Saleslogix platform has to offer.  

Hybrid Implementation – LAN, Web & Mobile

Over the past year, Swiftpage has heavily focused efforts on bringing the Saleslogix Web and Mobile platforms to the next level, allowing users more options than ever to access data in real time – from anywhere at any time. 

In turn, ClientLogix is rewarding users with (more…)

January 20, 2012 UPAdmin

 UNAPEN is Offering Discounts on Upgrades from Basic Contact Management

 
UNAPEN, Inc. is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™. UNAPEN’s ClientLogix CRM system facilitates asset growth and client acquisition, helping you work smarter and more efficiently instead of falling victim to an overload of information. As your firm grows, or gears up for growth, it is important to be able to handle all the new client information. Upgrading from basic contact management to a full CRM system specifically designed for investment management is instrumental to your continued success because it allows you to manage the complete client and portfolio lifecycle.

ClientLogix, built on the world renowned Swiftpage Saleslogix®, tailors your CRM for the financial services industry by integrating your portfolio accounting system and other critical information with your clients’ demographics and communications history. This allows you to have a truly holistic view of your clients’ relationships and their portfolios—in a single, unified application. No longer do you have to ask IT to run several reports when you need a single piece of information. You can be proactively notified about critical information or simply look up what you need in ClientLogix, allowing you to quickly answer questions over the phone or find all of the necessary information to send an informed email or letter to your client in a timely manner.

Call (203) 269-6111 or Email today to see how valuable ClientLogix will be to your firm with its ability to offer you insight-not just hindsight-into your business, your clients and their assets.

About UNAPEN

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting.

 

Unlock The Potential!

Call UNAPEN, Inc. Today
203.269.6111
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April 28, 2011 UPAdmin

 UNAPEN announces Robert Harriss as Application Services Manager

 
Wallingford, CT: Thursday, April 28, 2011—UNAPEN Inc., a nationally recognized consulting and software development firm specializing in financial services—announced today the appointment of Robert Harriss to the position of Application Services Manager.

In his new role, Mr. Harriss will be responsible for overseeing all aspects of the Application Services group that provides code construction, unit testing and release processes for custom development, R&D and release-based software products. He will provide direction and management to teams of software developers and Business Analysts. Additionally, he will oversee UNAPEN’s Project Management Office (PMO) which coordinates the allocation, scheduling and reporting related to resources for all projects.

Joseph Walker, UNAPEN’s Founder and Chief Executive Officer, stated “Rob has grown into a seasoned professional, a leader respected by our clients and his peers. This promotion will benefit both our clients and the company, as UNAPEN continues to experience strong growth in both its market reach and product offerings.”

Mr. Harriss has been with UNAPEN for over twelve years and has held several positions within the company including his most recent position of Lead Project Manager. In that role, he was responsible for many successful ClientLogix™ CRM and ClientRep™ Reporting product implementations integrated with major portfolio accounting systems from Fiserv, SunGard, Advent Software, Schwab Performance Technologies and Thomson Reuters.

Mr. Harriss commented that, “This is an exciting time for me, UNAPEN and the entire technology industry. Assuming a more prominent role within such a premier solution provider for financial services is really an honor and I’m looking forward to helping guide and nurture the truly innovative atmosphere at UNAPEN.”

UNAPEN, founded in 1991, provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting.

 

Unlock The Potential!

Call UNAPEN, Inc. Today
203.269.6111
Email

January 29, 2011 UPAdmin

UNAPEN has a 100% Success Rate

UNAPEN has been a steadfast source of up-to-the minute information for our clients for over 20 years. We believe in People. Process. Technology. Our intimate knowledge of technology, asset management, contemporary software vendors, and industry trends makes us a sage guide for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.

UNAPEN has a 100% success rate in selecting and migrating our clients across all major portfolio accounting systems, including Advent Axys® and APX®, CheckFree®, SunGard®, INDATA®, Princeton Financial®, Schwab Performance Technologies®, Albridge®, and Thomson Reuters®.

[button link=”http://unapen.com/about-unapen”] Read More: About UNAPEN[/button]

Unlock The Potential!

Call Today

203.269.6111

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March 25, 2009 David Gemma No comments exist

  ClientLogix™ — Asset Gathering and Retention Tool for the SMA and RIA Communities

Wallingford, CT: March 25, 2009—UNAPEN, Inc. is proud to announce the general release of ClientLogix™ 4.0, a coordinated business intelligence portal and client relationship management solution tailored for financial services. “Advisors using ClientLogix™ are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort,” says David Gemma, Principal and co-founder of UNAPEN.

ClientLogix™ is a best-of-breed solution that combines the might of Sage Software’s world-renowned SalesLogix CRM 7.5 platform with UNAPEN’s extensive expertise in integrating portfolio accounting, partnership accounting, compliance, trading, billing, performance attribution and document management systems. The result is a central foundation upon which to grow an asset management firm with higher operational efficiency, increasing margins, controlled overhead and a more satisfied clientele.

RIA’s typically have a contact or relationship management system that provides a limited amount of fairly static and isolated data. These firms are likely to encounter significant client attrition rates as these systems fail to keep pace with the increased needs of institutional and high net worth clients. Mr. Gemma adds, “Our clients enjoy a significant strategic advantage because ClientLogix™ has helped them evolve to the point where they can easily access and manage holistic wealth management information in one unified application instead of four or five different applications.”

The new functionality in version 4.0 enhances the benefits to executive management, compliance officers, traders, portfolio managers, sales, marketing and operations personnel, with the added ability to quickly personalize the way information is organized and processes are defined to benefit each specific job function in an asset management firm.

  About UNAPEN, Inc.

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers business intelligence solutions and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting. For more information, visit http://www.unapen.com/ or call (203) 269-6111.