Welcome to the UNAPEN Blog

Categories

Stay in the Know!

Subscribe to the UNAPEN Blog

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.

January 23, 2006

Joseph Walker Speaking at the FRA 5th Annual Managed Accounts Technology & Operations Summit

UNAPEN CEO Joe Walker will speak at the FRA Annual Managed Accounts Technology & Operations Summit in Coral Gables, FL. about streamlining workflow in the SMA industry.

September 16, 2005

Joseph Walker Speaking at the FRA 4th Annual Managed Account Summit

UNAPEN CEO Joe Walker directing discussion on SMA Compliance in Boston. Focus will be on key compliance and regulatory issues affecting the SMA market including SEC oversight and audits, trade rotation, best execution and outsourcing back office functions.

September 6, 2005

Delivering Hope for the victims of Hurricane Katrina

Brian Kish of UNAPEN orchestrates a 1,500 mile trip to deliver 95,000 pounds relief supplies from CT to battered Hurricane Katrina victims in Bayou La Batre, AL.

September 29, 2004

UNAPEN Exhibiting at The Annual Money Management Institute 2004 Fall Conference

UNAPEN showing MMI attendees how ClientLogix CRM can improve SMA/UMA distribution channel management, sales tracking and relationship managment.

May 1, 2004

UNAPEN Co-Sponsors 3C Financial Partners’ Executive Seminars for Executives of Retail Separate Account

UNAPEN co-sponsoring SMA seminars by 3C Financial Partners in 6 cities across the USA this June.

February 23, 2004

UNAPEN CEO, Joseph Walker, Speaking at Tech-Ops 2004

Joe Walker discusses best practices and technology solutions/trends for Institutional client reporting as well as SMA Sales, Marketing and Administration at the New York FRA Tech-Ops conference.