Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
Tag: wealth managers
Free eBook on how RIAs, Non-Profits and others can avoid downtime with effective BC planning. Additional advice and solutions for Cyber Security and Affordable Fixed-Cost Outsourced IT solutions also provided by UNAPEN.
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.
UNAPEN reduces workloads and manual errors by providing QuickBooks integration with Advent Axys, APX and SchwabPT PortfolioCenter, custom-tailored to the needs Family Offices and Wealth Mgmt firms.
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.