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Check out the UNAPEN Newsletter – September 2017
Hackers & Hurricanes – How Your Firm can Survive Both Threats with a Single Solution
CyberSecurity – Download Datto’s 2nd Annual State of the Channel Ransomware Report
Ransomware – The Top 2 Ways to Protect Against this Growing Epidemic
Tech Giants – Microsoft and Amazon Collaborating
AUG, The Exchange – Wealth & Investment Industry Forum Offers Member Discounts on Industry Solutions
Password Madness – SANS Institute Offers Guidance on Selecting a Password Vault
Monthly Trivia Question – Citizenship Day and The Constitution
In one of the largest malware attacks this year, a new form of Locky ransomware has surfaced, spreading over 23 million phishing emails in a single day.
Check out the UNAPEN Newsletter – August 2017
Finding an IT Vendor that Specializes in FinServ
Case Studies – Client Reporting for PortfolioCenter & Axys Clients
Retrospect – Microsoft Timeline: Then-to-Now
Compliance Risk Alert – CyberSecurity OCIE Examinations
Business Continuity – Download the 2017 SANS Security Awareness Report
Monthly Trivia Question – The ‘New College’ Founded in 1636?
Check out the UNAPEN Newsletter – July 2017
ClientLogix – Infor CRM integrated with LinkedIn Sales Navigator
PriceFusion – Quarterly Bulletin for APX Clients
Matrix – Single & Multi-Family Office Reporting Technology
Asset Managers Gear Up for Growth
Advice for Parents of Online Gamers
Monthly Trivia Question – How did July(and all the other months) Get Its Name?
Cesar Pereira discusses how Tier one Asset Managers are already starting to adopt predictive analytics as part of an effort to increase internal and external wholesaling effectiveness. UNAPEN ClientLogix CRM combined with Sales Intelligence for Infor CRM creates a powerful predictive analytics solution for internal and external wholesalers to sell funds and enhance client interactions.
PriceFusion Quarterly Bulletin – Product Features & Updates – Pricing & Reference Data Interface Connects Advent Portfolio Exchange® (APX) to Thomson Reuters DataScope Select
LinkedIn Sales Navigator for Infor CRM – the foundation for ClientLogix CRM for Wealth Mgmt – Poised to Help Deliver Client Relational Insight to the Enterprise
Check out the June 2017 UNAPEN Newsletter!
Multiple Significant Global Cyber Attacks in a Month’s Time
Top 3 things to Consider When Choosing Your CRM Solution
Client Reporting Case Study
Cyber Attacks: Lessons Learned
Monthly Trivia Question – July 4th & the Declaration of Independence
There is a new variant of Ransomware wreaking havoc in Europe and the US dubbed Petya, Ken Rode of UNAPEN offers advice on prevention.
Joe Walker discusses how things we receive “free” online must be balanced with the sacrifice of personal privacy and more.
UNAPEN’s Joan Walker talks about the difference between CRM and Change Risk Mgmt for asset mgrs in Financial Services.
Check out the May 2017 UNAPEN Newsletter!
Personally, it amazes me that cyber attacks like WannaCry are even still an issue for any reputable company as the protections are reasonably affordable and are essentially a baseline that any firm should have.
Datto surveyed 1,100 MSPs about ransomware and cybersecurity and published the key findings in this
report. We aim to provide the Channel perspective on this growing epidemic and highlight the current
prevalence of the malware, its behavior, its target, and its impact within the global small business community.
In the end, we’ll provide best practices and solutions for businesses looking to ensure total data protection,
business continuity and disaster recovery.
CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.
Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.
Check out the April 2017 UNAPEN Newsletter!
CRM for Investment Advisors, Wealth Mgrs, & Family Offices Grow Assets, Not Overhead New eBook | Read it now Better Client Service for More Clients with the Same Staff 15 years of providing CRM solutions integrated with Portfolio Accounting & Trading systems has taught us a lot of valuable lessons, interesting that many lessons …
Check out the March 2017 UNAPEN Newsletter!
Infor and Marketo announce strategic partnership to provide broad, seamless digital engagement solutions to power the Engagement Economy
Check out the February 2017 UNAPEN Newsletter!
UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow
Check out the January 2017 UNAPEN Newsletter!
Check out the December 2016 UNAPEN Newsletter
Check out the UNAPEN November 2016 Newsletter
Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities. Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability …
Check out the UNAPEN October 2016 Newsletter
Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
Part 4 of “What Can RIAs Expect from a System Conversion” discusses the importance of a unified vision for the project across the firm and how to manage change orders. By Joan Walker of UNAPEN, Inc.
Business Continuity planning in Financial Services is evolving as the SEC proposes new rules for RIA firms. Many RIAs have taken shortcuts in this area due to budgetary constraints, but new advances in technology have created an affordable pathway for firms to meet the challenge.
UNAPEN’s 25 years of Asset Management expertise to drive expansion of Infor CRM platform to aggressively expand in the specialized Financial Services vertical. The comprehensive ClientLogix™ CRM Suite is poised to tackle competitors from Microsoft and SalesForce.com.
Like lions picking off the weakest gazelles in a herd, hackers are compromising weak systems in order to obtain passwords and then using those passwords in an attempt to access more secure systems.
Ken Rode, Dir of IT Services at UNAPEN, explains how these multi-stage cyber attacks are structured and the top 3 ways to prevent them from happening to your business.
UNAPEN and Datto team up to help businesses avoid Ransomware by proactively protecting systems with security patches, email filtering, data backup, disaster recovery and cyber security via ITComplete, ITComplete DataSafe and ITComplete NetScan.
Welcome to the UNAPEN Newsletter – May 2016, In This Edition: • Who’s Decoding the Body? Gamers are! • Short Passwords Lead to Millions of Compromised Accounts • Experts Predict the Future of Data Analytics & Visualization
• Anbot, the World’s First Armed Police Robot (Video) and Much More!
UNAPEN & Infor define 8 ways to make sure that your CRM solution makes the greatest possible impact on your firm’s success and growth.
Ken Rode from UNAPEN reveals weaknesses with 2 factor authentication and Gmail
UNAPEN’s unique combination of products, services and industry experience has provided a framework for success for firms of all sizes and types.
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.
The right CRM in Investment Advisory firms can foster human collaboration in tandem with automated Compliance monitoring to significantly benefit the firm and its clients.
Newly released SelectHub Leaderboard ranks top CRM systems across 20 key user and business requirements – Infor CRM receives top scores vs. 80 CRM competitors, ClientLogix adapts Infor CRM for Financial Services
Part 3 of “What Can RIAs Expect from a System Conversion” discusses the importance of Communication. By Joan Walker of UNAPEN, Inc.
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2
The SEC is recommending that RIAs and Funds be proactive in identifying CyberSecurity risks and threats, but firms are finding that this is an expensive proposition that isn’t in the budget.
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1
Budget vs. Risk – RIA firms must decide between Network Vulnerability Scanning and Penetration Testing to protect from CyberAttacks.
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.
The new Windows 10 looks like it will be something that Windows 8 wasn’t, a real platform for business users.
CryptoWall malware lurking on major websites like match.com, yahoo, msn, and fantasy sport sites.
With so much focus on reducing costs and increasing profits, many small to medium sized businesses are looking at ways they can achieve the highest profitability.
Infor CRM, the foundation for ClientLogix CRM for Investment/Wealth Mgmt, was rated as a Leader in the CRM industry for the 2nd Half of 2014 by Nucleus Research vendor report.