UNAPEN ClientRep – UNAPEN.com

Tag: UNAPEN ClientRep

*Newsletter – Video: Manage MS Teams Meetings, Protect Mental Health While WFH, UNAPEN Power BI Solutions, Mitigate Malware/Data Breaches, Refinitiv: Fund Mgmt After COVID-19

May 27, 2020 David Gemma

Financial Services & Technology News for May 2020

Video – How to Manage Meetings with Microsoft Teams
Tips – Taking Measures to Protect Your Mental Health While Working at Home
Video Tour – How High Performance Laptops are Built
Insight – The NFL Draft was Forced to Change Their Game Plan Due to Coronavirus
Tech – How UNAPEN is Building Better Solutions with Microsoft Power BI & SQL Server
Report – Discover, Remediate & Mitigate the Impact of Malware & Data Breaches
Industry Trends – Refinitiv Explores Fund Management After COVID-19
Ransomware – Over 750GB of Client Data Stolen from NYC Celebrity Law Firm
Prevention – The Importance of Consistent Software Updates for Phones, Computers, Devices
Advisor Solution – ClientRep: Automated, Flexible & Personalized Client Reporting
Trivia – A Flower Worth More than Gold

*Video – Quarterly Client Reporting is a Waste of Time & Money

April 24, 2019 David Gemma

Custom client reporting for Advent Axys & APX is a waste of time and money. What if you could reduce your effort by over 60%? The ClientRep wealth management reporting solution from UNAPEN can save you all that time and effort.