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UNAPEN Newsletter

*SEPT/OCT 2022 Newsletter – 2022 Top 50 Financial Advisors, UNAPEN Named Best IT Provider in Connecticut, Digital Onboarding for Wealth Mgrs, EndPoint Backup Solutions

October 31, 2022
UNAPEN ITComplete DataSafe provides Datto Endpoint Security and Backup to Cloud

*eBook – Choosing the Right Endpoint Backup Solution for Your Business: Why 5 Misconceptions about Endpoint Backup Leave You at a Higher Risk

October 19, 2022
UNAPEN products and services help financial advisors improve client service and make their firms more efficient, scalable, profitable, and competitive.

*What Sets 14% of the CNBC Top 50 Financial Advisory Firms of 2022 Apart from the Other 39,000? They’ve Relied on UNAPEN Solutions to Get Them There!

October 10, 2022
UNAPEN Newsletter, News and trends in Financial Services

*JUL/AUG 2022 Newsletter – Apple Security Flaws, Hybrid Work Guide for Leaders, 5 Urgent Business Trends, Charity & Disaster Scams, Gartner Magic Quadrant for BI/Analytics

August 31, 2022
UNAPEN Newsletter, News and trends in Financial Services

*MAY/JUN 2022 Newsletter – Users are a Ticking Cyber Bomb, Enhance the Wealth Client Experience, Quantum Computers, User Security Awareness Training, MS Teams for Small Business

June 30, 2022
Refinitiv, DataScope Select and UNAPEN PriceFusion - CONNECTED DATA: A DEEP DIVE INTO THE IMPACT OF DATA CULTURE CHALLENGES ON MARKET DATA STRATEGIES

*eBook – Connected Data Across the Front, Middle & Back Office: Opportunities for Financial Services Firms to Use Market & Reference Data in New Ways to Help Create a More Holistic Approach to Data

May 17, 2022
UNAPEN Newsletter, News and trends in Financial Services

*MAR/APR 2022 Newsletter – LSEG/Russia News, UNAPEN in San Antonio, Video Demo of Power BI, Refinitiv Wealth Mgmt Report, Top 3 Social Media Scams

April 27, 2022
example of Power BI for Wealth Management and Investment Management firms from UNAPEN

*Experience Your Data with Power BI

March 29, 2022
UNAPEN Newsletter

*JAN/FEB 2022 Newsletter – MS Power Platform, Spot & Stop Smishing Attacks, Global Sanctions Compliance, SEC Cyber Update, PriceFusion for Advent Axys & APX

February 25, 2022
UNAPEN celebrating 30 yrs as a trusted solution provider

*NOV/DEC 2021 Newsletter – Celebrating Our 30th Anniversary!! Digitalization of Wealth Mgmt, Shop Online Securely, Tech & Ops Trends in Wealth Mgmt, Phishing Attacks Guide, Avoid These CyberSecurity Pitfalls, Affinity Data Repository for Advisors

December 9, 2021
phishing attacks, ITComplete NetScan Cyber Security Suite

*Download Guide – Phishing Attacks: How to Recognize Them & Keep Your Business Safe

December 8, 2021
UNAPEN Newsletter for Investment Management

*OCT 2021 Newsletter – Franklin Templeton on M365 & Power BI, What Sets 10% of the Top 100 Financial Advisory Firms Apart, eBook: Protecting Data from Insider Risk, One-Handed Phone Tools & Tricks

October 29, 2021
UNAPEN products and services help financial advisors improve client service and make their firms more efficient, scalable, profitable, and competitive.

*What Sets 10% of the CNBC Top 100 Financial Advisory Firms of 2021 (with 2 in the Top 10) Apart from the Rest? They Rely on UNAPEN Solutions!

October 16, 2021
UNAPEN Newsletter for Investment Management

*AUG 2021 Newsletter – Stop Typing & Dictate to Windows 10, Affordable & Impressive Client Reporting, T-Mobile Breach: 30 million SS#s, 2021 “Best of” Tech Lists, The Ultimate Disaster Recovery Checklist

August 31, 2021

*The Ultimate Disaster Recovery Checklist

August 24, 2021
VIDEO: Security Beyond Microsoft Products - with Microsoft365 & UNAPEN, Security can be Simple Once Again.

*VIDEO: Security Beyond Microsoft Products – with Microsoft365 & UNAPEN, Security can be Simple Once Again.

August 17, 2021
UNAPEN newsletter

*Jul 2021 Newsletter – SEC Wrap Fee Alert, Put All Your Apps in Teams, WiFi Security Checklist, Power BI Drives Quick Confident Decisions, Lock Down M365 from Hackers

July 28, 2021