Financial Services & Technology News for Jan/Feb 2023
– UNAPEN & MS Dynamics 365 CRM,
– PriceFusion for SS&C Advent APX,
– Power BI & Teams,
– Do I Need CyberSecurity Software, LSEG Banking & Trading Summit
February 28, 2023 David GemmaTag: Trading
February 28, 2023 David Gemma
September 30, 2021 David GemmaFinancial Services & Technology News for September 2021
– Understanding Cloud Data Breaches
– White Paper: How can firms protect clients from account takeover (ATO) attacks?
– eBook: Outsourcing Your IT
– VIDEO: Security Beyond Microsoft Products – with Microsoft 365 & UNAPEN
– Solution Spotlight: Wondering If & How Your Firm Should OutSource Your IT?
– How & Why to Disable These Windows 10 Settings Immediately!
– Refinitiv Trading & Banking Summit 2021
– These 10 Cybersecurity Statistics Can Help You Understand Your Data Breach Risk
– Cybersecurity Statistics About the Primary Causes of Cloud Data Breaches
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1
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.
Saleslogix, the CRM foundation for the ClientLogix CRM solution for wealth management, is proud to sponsor this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21, 2014! 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.
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
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.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
February 2, 2012 UPAdminA 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
UNAPEN was selected by the Advent Users Group as the sponsor spotlight for the month of April in order to help inform and educate their 300+ member firms about solution providers that focus on Advent platforms.
UNAPEN CEO Joe Walker will speak at the FRA Annual Managed Accounts Technology & Operations Summit in Coral Gables, FL. about streamlining workflow in the SMA industry.