Boost Your Organization’s Efficiency & Revenue, Then Protect What You’ve Built.
IT Services, CyberSecurity,
Custom Software, Systems Integration,
AI Workflow & Process Automation
that Streamline & Protect Your Business
Celebrating over 30 years as a Trusted Provider Serving Financial Services,
Non-Profit Organizations, Attorneys, Educational Institutions and a Broad Spectrum of Small & Midsize Businesses!
Business Process Analysis & AI Workflow Automation:
Our goal is to solidify & protect your IT infrastructure, enhance cyber security, streamline operations & workflow, centralize data, & automate highly complex, manual tasks to make your company more successful & competitive.
IT/CyberSecurity Managed Services
Take the Stress & Expense Out of Managing Your IT
with Services Specifically Tailored to Your Organization
Harden Your Infrastructure for Security & Reliability
Protect Your Business, Your Clients & Your Budget
Modernize to Be More Competitive and Successful
IT Service & Support
ITComplete™ provides remote monitoring and proactive support, ensuring that your systems are available and reliable. Control IT costs as your business grows and avoid budget surprises.
Data Backup & Disaster Recovery
ITComplete DATASAFE™ is an advanced Data Backup and Disaster Recovery service provided by UNAPEN. Your data is replicated to hardened, bi-coastal repositories and ready to restore in minutes.
Business Continuity
Do you have a Business Continuity Plan (BCP) and Business Continuity Site(BCS)? We evaluate your needs, build a plan, and implement an offsite infrastructure to keep your business running.
Cyber Security
ITComplete NETSCAN™ is Comprehensive Cyber Crime Prevention & Protection via Vulnerability Assessments, Proactive Monitoring & Employee Cyber Training with Fully Documented Monthly/Quarterly Reports.
vCISO Cyber Assessments
Engaging an Experienced vCISO(virtual Chief Information Security Officer) Offers Critical Protection for Your Business & Client Data by Designing & Implementing a Robust CyberSecurity Strategy Tailored to Your Specific Needs & Budget.
Digital Transformation & Cloud Migration
Senior IT Personnel at UNAPEN will Recommend & Help Guide You to Transform Your Firm with an End-to-End Approach to Cloud Migration, from Strategy to Implementation & Ongoing Support.
With any one of our fixed-cost Managed IT Services packages, you can run your business every day knowing that your IT infrastructure is secure, stable and available.
“Our type of business requires a lot of focus and attention to the business itself, so as much time as we can free up from issues like IT so that we may be more closely tuned into financial markets and our clients, the better...The more time you can put into your business, the better chance you have of being prosperous...ITComplete allows us to do that.”
H. Park Duncan, Partner at Avity Investment Management, Inc.
Software Solutions for Investment/Wealth Managers
Custom Solutions to Meet Your Unique Needs & Budget
Application & Database Development Tailored to Drive Efficiency
Systems Integration to Reduce Workload & Manual Errors
Streamline Operations to Create Scalability
Advisor Dashboards
Improve Your Business Insight & Decision-making with Microsoft Power BI Business Analytics Dashboards & Reports from UNAPEN.
Client/Investor Reporting
Effortless Personalized Client/Investor Reporting, Client Meeting Packages & Invoices. ClientRep Completely Automates Reporting so that it’s, Delivered Sooner, without Expensive Recurring Monthly Fees!
Affinity SQL Database Repository for Advisors
Streamline Operations & Drive Scalable Growth with the Affinity Centralized SQL Data Hub, a Single Portal for All Advisor Data.
Securities Pricing & Reference Data
Significantly Cut Monthly Costs with the PriceFusion Pricing and Reference Data Interface that Connects SS&C Advent Portfolio Exchange® (APX) to LSEG® DataScope Select!
Process Analysis & AI Workflow Automation
Quickly Streamline & Adapt Your Business & Become More Competitive By Implementing Modern Tools & Processes, Integrating Systems & Creating Efficient Workflows.
CRM
Our Microsoft Gold Certified Dynamics professionals will show you how digital transformation utilizing Microsoft Dynamics 365 CRM will give your firm a competitive edge.
Our solutions are tailored to boost profitability, improve employee productivity and operational efficiency, streamline internal systems, bolster client service and increase client satisfaction.
“The business knowledge and technical abilities they provide have been a great fit for our organization. Many of our projects require custom programming, SQL database management and support, as well as system integration. We've been partnered with UNAPEN for 20+ years, our satisfaction is very high.”
Sr. VP of Operations, Wealth Management firm in Massachusetts
Let’s Get Started!
or 📞 Call Us at 203.269.6111
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