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March 17, 2014

ByAllAccounts Webinar – The Latest in Disaster Recovery Solutions

UNAPEN ITComplete DATASAFE, the evolution of technology over the past several decades leads us to today’s highly scalable and affordable solutions for Disaster Recovery.

March 6, 2014

Family Office Solution – QuickBooks/Advent Axys Integration

Family Offices are struggling to manually keep data synchronized between key systems. This process is time consuming and can introduce errors. Here’s how automation can save the day.

October 22, 2013

QuickBooks Integration with PortfolioCenter, Axys & APX

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.

October 7, 2013

Complimentary 45-min Webinar: Exclusive Survey of Wealthy Consumers

Webinar and Whitepaper on the lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ income.

August 27, 2013

Complimentary 30-min Webinar: ITComplete DATASAFE

Never have to say “Sorry, We’re Closed!“ Learn how the ITComplete DATASAFE data back-up and disaster recovery solution from UNAPEN can keep your firm resilient in the face of adversity.

Our proactive approach to providing Business Continuity solutions means that we don’t wait for something to go wrong, we work closely with you to plan out a multi-layered strategy that continuously protects your firm, your clients and your budget.

August 15, 2013

Announcing the Newest CRM Release – ClientLogix v.5

The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.

August 1, 2013

Perspective on Using Windows 8 and 8.1 Preview in a Business Environment

Ken Rode of UNAPEN reviews Windows 8 and 8.1 from the perspective of business users.

July 22, 2013

Complimentary Whitepaper – The Data Automation Imperative – 10 Solid Gold Tips for Keeping Management, Operations and Compliance In the Know

Today, we are in the era of Big Data. The amount of data that flows through a financial advisory firm on a daily basis is increasing exponentially. And yet, many data functions at these firms are still handled manually—and stubborn manual data entry and retrieval bottlenecks continue to hinder operations.

June 17, 2013

UNAPEN Warning to our Financial Services Clients and the Industry at Large

UNAPEN Warning – Hackers using stolen AOL and Gmail info to send seemingly legitimate wire transfer requests to financial services firms is on the rise.

June 3, 2013

Business Continuity Webinar – ITComplete DATASAFE this Thursday June 6, 2013

UNAPEN webinar on Disaster Recovery solution ITComplete DATASAFE Thurs June 6, 2013 11am – 12 EST.

May 10, 2013

5 Keys to Success – CRM Implementations for an RIA

Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.

April 4, 2013

Financial Services Firms are under attack – Are you prepared?

DDoS or Distributed Denial of Service attacks are becoming more prevalent in Financial Services, especially large US banks. Here are 5 common areas that are exploited by these Hacktivists.

September 25, 2012

Project Mgmt Series – Part 3 – The importance of good communication – Project Team

Part 3 of the UNAPEN Project Mgmt Series covers the importance of good communication

August 17, 2012

UNAPEN Receives 2012 Best of Madison Award (Press Release)

Press Release – UNAPEN receives recognition for Systems Integration Services in Financial Services, Education and Non-Profit Organizations by the 2012 Madison Award Program.

August 17, 2012

UNAPEN Receives Honors in the 2012 Madison Award Program

UNAPEN recognized for Systems Integration Services in Financial Services, Education and Non-Profit Organizations by the 2012 Madison Award Program.

July 23, 2012

Sage SalesLogix given CRM “leader” status by Forrester Research

ClientLogix integrates portfolio acounting data with SalesLogix to create an investment management CRM and Business Intelligence platform that is powerful and easy to use. New dashboards, created without any coding required, extend these benefits to the entire firm.

July 16, 2012

Project Mgmt Series – Part 2 – How to Measure Project Success

Blog series on project mgmt – here we looked at success factors and the importance of preparation.

July 12, 2012

The crux in finding the right IT/Business Continuity service provider

UNAPEN offers insight into a layered approach to IT security and business continuity for investment mgrs based upon our 17 years of experience – read the article in Family Wealth Report.

July 9, 2012

How most CRM solutions fall down when trying to tackle Wrap/Separately Managed Account relationships.

Wrap/SMA managers are often dissappointed with CRM options, ClientLogix is tailored for these managers.

July 2, 2012

How can a CRM like ClientLogix drive asset growth and retention?

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.

June 29, 2012

4 Stages to Making Your Technology Work Harder for You

UNAPEN provides products and services that help you make the most of your technology dollars. Here are some guidelines to on how to get started.

June 14, 2012

How can Investment Management Firms keep up with Big Data?

Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.

June 11, 2012

Aren’t all IT providers the same?

Questions and tips that will help you find an IT provider that is right for your specific business and industry.

June 1, 2012

10 things you should always ask your IT Service Provider

There are thousands of IT service providers out there but very few are probably right for your business, here are some tips to help you through the selection process.

May 24, 2012

Managed IT Services for Nonprofit Organizations

UNAPEN ITComplete is a Managed IT service offering that helps nonprofit organizations lower IT costs and improve the security and reliability of their computer systems.

May 16, 2012

Insights from the Advent Users Group meeting – Chicago 5-9-12

Getting data out of Advent Axys and APX can be complex and challenging, ClientLogix from UNAPEN helps users get easy access to that information plus much more. UNAPEN also specializes in creating APX SSRS custom reports.

April 10, 2012

Project Mgmt Series – Part 1 – What exactly is project management?

What exactly is project management? This is the first in a series on project management, specific to delivering complex solutions to financial services firms as well as on a broader spectrum.

April 9, 2012

What’s a UNAPEN?

What’s a UNAPEN? Strategic Consulting, IT Services and Software Solutions for investment managment firms.

February 6, 2012

CRM & Client Reporting

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 6, 2012

IT for the Financial World

Protect your data and maintain your critical systems. With UNAPEN, you can take the stress out of running your IT systems. The ITComplete Suite consists of the following:

– Managed IT Services
– Business Continuity & Disaster Recovery
– CyberSecurity

February 5, 2012

Unlock The Potential

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

February 3, 2012

24x7x365 Support

When time is critical, you can count on UNAPEN’s in-house certified support team.

February 2, 2012

Custom Solutions For Your Business

A thorough understanding of the Financial Services Industry and our absolute commitment to client satisfaction sets us apart.

– Strategic Data Management Solutions
– Systems Integration & Data Synchronization


February 1, 2012

Business Planning & IT Consulting

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

People. Process. Technology.

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

January 27, 2012

A Look Into Managed IT Services

Who is minding your IT store? UNAPEN’s managed IT services is the answer you have been searching for.

January 24, 2012

ClientLogix CRM key to bank’s growth strategy

UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.

January 20, 2012

Has Your Firm Outgrown Simple Contact Management?

UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™

April 28, 2011

UNAPEN Promotes Robert Harriss

UNAPEN announced today the appointment of Robert Harriss to the position of Application Services Manager. Mr. Harriss will be responsible for overseeing all aspects of the Application Services group that provides code construction, unit testing and release processes for custom development, R&D and release-based software products.

March 31, 2011

Advent Users Group Spotlights UNAPEN

UNAPEN was selected by the Advent Users Group as the sponsor spotlight for the month of April in order to help inform and educate their 300+ member firms about solution providers that focus on Advent platforms.

January 29, 2011

People. Process. Technology.

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.

April 19, 2010

UNAPEN, Inc. to host Advent Users Group San Francisco Member Meeting in April

UNAPEN hosting the Advent Userss Group meeting in San Francisco, showing members how to get the most value from their Advent Axys and APX products.

June 12, 2009

Washington Trust Commences Second Phase of ClientLogix Integration

Washington Trust Wealth Management announces enterprise rollout of UNAPEN’s ClientLogix CRM integrated with Advent APX. Smartleaf’s portfolio rebalancing and Concord Wealth Management’s investment platform to drive asset growth.

March 25, 2009

Boost Client Retention and Growth with New Release of UNAPEN product ClientLogix™ 4.0

Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.

November 14, 2008

UNAPEN CEO to speak at Redi2 2008 Annual Client Conference in Florida

UNAPEN CEO Joe Walker addresses billing standards and practices in the investment management industry at the Redi2 conference in Coral Gables, FL.

October 1, 2008

UNAPEN CFO to Speak at the Holy Cross Women in Business Conference

UNAPEN CFO Joan Walker speaking at Holy Cross Women in Business Conference about successfully starting and running your own business.

February 26, 2008

Asset Managers Rate UNAPEN’s ITComplete™ a “Buy”

ITComplete is a Managed IT services offering from UNAPEN to help investment managment and wealth management firms save money on IT costs.

October 23, 2007

UNAPEN CEO to Co-Chair the 2007 Wealth Management Technology & Operations Summit

Mr. Walker will share contemporary insight on how the successful mix of technology and business processes are elevating forward-thinking wealth managers above the rest in the competition for new clients and increasing client retention.


May 4, 2006

Retirement, Boomers and Systems

UNAPEN CEO Joe Walker predicts a substantial economic mandate that will demand that most of the service agents in financial services implement a modern set of business practices – a mix of operational workflow, information management standards and systems architecture – that will allow a cost-effective business model for servicing a huge volume of very discerning customers (baby boomers).

May 1, 2006

UNAPEN Announces ITComplete™

UNAPEN announces the availability of ITComplete – remotely managed IT service model – for Financial Services industry.