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October 18, 2017

UNAPEN Newsletter – September 2017

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

September 6, 2017

Ransomware – How a New Form of Locky is Spreading via Spam

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.

August 24, 2017

UNAPEN Newsletter – August 2017

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?

July 27, 2017

UNAPEN Newsletter – July 2017

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?

July 17, 2017

How Predictive Analytics Boosts Internal & External Wholesaling Effectiveness

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.

July 13, 2017

Affordable, Reliable Pricing & Reference Data for the Advent Community

PriceFusion Quarterly Bulletin – Product Features & Updates – Pricing & Reference Data Interface Connects Advent Portfolio Exchange® (APX) to Thomson Reuters DataScope Select

July 12, 2017

Infor and LinkedIn Partner to Help Boost Sales Productivity

LinkedIn Sales Navigator for Infor CRM – the foundation for ClientLogix CRM for Wealth Mgmt – Poised to Help Deliver Client Relational Insight to the Enterprise

June 29, 2017

UNAPEN Newsletter – June 2017

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

June 28, 2017

Info on the latest Ransomware Outbreak in Europe and the US

There is a new variant of Ransomware wreaking havoc in Europe and the US dubbed Petya, Ken Rode of UNAPEN offers advice on prevention.

June 26, 2017

Why I Hate Free Stuff

Joe Walker discusses how things we receive “free” online must be balanced with the sacrifice of personal privacy and more.

May 26, 2017

CRM in FinServ – Client Relationship Management, Change Risk Management or Both?

UNAPEN’s Joan Walker talks about the difference between CRM and Change Risk Mgmt for asset mgrs in Financial Services.

May 23, 2017

UNAPEN Newsletter – May 2017

Check out the May 2017 UNAPEN Newsletter!

May 15, 2017

Why would anyone WannaCry? Ransomware should be a thing of the past!

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.

May 5, 2017

Free Report – Datto’s Ransomware Report 2016

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.

May 3, 2017

CRM – Addressing the needs of the Wrap/SMA Industry

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.

April 25, 2017

Infor to Acquire Birst

Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.

April 20, 2017

UNAPEN Newsletter – April 2017

Check out the April 2017 UNAPEN Newsletter!

April 5, 2017

CRM in Financial Services – Grow Assets without Increasing Staff

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

March 23, 2017

UNAPEN Newsletter – March 2017

Check out the March 2017 UNAPEN Newsletter!

March 8, 2017

Marketo® and Infor Partner to Transform Customer Experience for Global Enterprises

Infor and Marketo announce strategic partnership to provide broad, seamless digital engagement solutions to power the Engagement Economy

February 16, 2017

UNAPEN Newsletter – February 2017

Check out the February 2017 UNAPEN Newsletter!

January 24, 2017

UNAPEN, Inc. Integrates Laser App Software to Advance Asset Manager Work Flow

UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow

January 16, 2017

UNAPEN Newsletter – January 2017

Check out the January 2017 UNAPEN Newsletter!

December 16, 2016

UNAPEN Newsletter – December 2016

Check out the December 2016 UNAPEN Newsletter

November 17, 2016

UNAPEN Newsletter – November 2016

Check out the UNAPEN November 2016 Newsletter

November 8, 2016

Infor Recognized as Leader in CRM Value Matrix by Nucleus Research

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

October 26, 2016

UNAPEN Newsletter – October 2016

Check out the UNAPEN October 2016 Newsletter

October 5, 2016

Data Maturity in the Investment Advisory Community

Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.

September 13, 2016

What Can RIAs Expect from a System Conversion – Part 4

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.

August 2, 2016

Free eBook – Financial Services Firms: Add Business Continuity to Your Bottom Line

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.

July 6, 2016

UNAPEN Joins the Infor Partner Network to Deliver Enterprise CRM to FinServ

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.

June 22, 2016

3 Ways to Prevent the Latest, Sneaky Hacker Threats

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.

June 10, 2016

Free eBook – The Business Guide to Ransomware

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.

May 31, 2016

UNAPEN Newsletter – May 2016

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!

May 24, 2016

Free eBook – Make CRM Stick – 8 Ways to Increase CRM Adoption

UNAPEN & Infor define 8 ways to make sure that your CRM solution makes the greatest possible impact on your firm’s success and growth.

May 18, 2016

Two Factor Hack – Why Your Clients Might Not Be As Safe As You Think They Are

Ken Rode from UNAPEN reveals weaknesses with 2 factor authentication and Gmail

April 20, 2016

What Our Clients Are Saying

UNAPEN’s unique combination of products, services and industry experience has provided a framework for success for firms of all sizes and types.

March 27, 2016

Free eBook – The 4 Business Continuity Planning Essentials

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.

January 28, 2016

CRM – 6 Steps to Ensuring a Culture of Compliance

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.

December 15, 2015

Infor CRM Receives Top Scores vs. 80 Competitors – SelectHub

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

August 27, 2015

What Can RIAs Expect from a System Conversion – Part 3

Part 3 of “What Can RIAs Expect from a System Conversion” discusses the importance of Communication. By Joan Walker of UNAPEN, Inc.

June 30, 2015

What Can RIAs Expect from a System Conversion – Part 2

Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2

May 8, 2015

SEC Offers CyberSecurity Guidance for RIAs & Funds – April 2015

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.

April 30, 2015

What Can RIAs Expect from a System Conversion? – Part 1

Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1

April 2, 2015

How Can RIA Firms Afford CyberSecurity?

Budget vs. Risk – RIA firms must decide between Network Vulnerability Scanning and Penetration Testing to protect from CyberAttacks.

February 25, 2015

Why is a Local IT Provider Perceived as So Important?

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.

January 27, 2015

Windows 10 – The Desktop is Back!

The new Windows 10 looks like it will be something that Windows 8 wasn’t, a real platform for business users.

October 24, 2014

Computer Security Alert: CryptoWall Malware Lurking on Major Websites

CryptoWall malware lurking on major websites like match.com, yahoo, msn, and fantasy sport sites.

October 10, 2014

Is Outsourcing IT Services the Answer to Saving Money?

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.

October 2, 2014

Nucleus Research 2014 – Infor CRM takes Leadership Position with Saleslogix Acquisition

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.