Tag: Wealth Management

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 5, 2012

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.

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.