The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.
UNAPEN 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 announced today the appointment of Robert Harriss to the position of Application Services Manager. 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.
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.
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.