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

October 23, 2007 David Gemma

Joseph Walker will illuminate how trends in technology and business processes are providing a critical, competitive edge to visionary wealth managers allowing them to win and retain clients – Las Vegas, November 15th & 16th, 2007

Wallingford, CT: October 23, 2007—Joseph Walker, CEO and a founding partner of UNAPEN, Inc., will be the Co-Chair presiding over the 2007 Wealth Management Technology & Operations Summit on November 15th & 16th, 2007 at The Paris Hotel in Las Vegas.

The summit, hosted by Financial Research Associates, will concentrate on today’s vital issues and solutions for wealth managers as they strive to be more profitable and successful. Summit topics will focus on technology trends, best practices in account aggregation & data consolidation, operational issues related to asset gathering/retention, reporting, accounting, billing, tax and compliance.

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.

  About UNAPEN

UNAPEN, Inc. is a nationally recognized consulting and software development firm that has delivered functional excellence to the asset management community since 1991. Our mission is to partner with our clients to overcome the business and technical challenges in today’s financial services industry. The firm offers a seasoned team of industry experts that have provided professional guidance to some of the most successful wealth managers and service providers in the industry. In addition to these professional services UNAPEN offers two flagship platforms, ClientRep™ and ClientLogix™. These platforms provide powerful solutions for production client reporting and relationship management that also centralize and aggregate data from major portfolio accounting systems and 3rd party data providers. UNAPEN paves the way for profitable growth by streamlining and automating front, middle and back-office tasks and data flow allowing firms to aggressively grow assets without proportionately adding staff.

  About FRA, its Divisions and Events

Financial Research Associates and its divisions, Pharmaceutical Education Associates and Legal Education Associates, provide access to timely and focused business information and networking opportunities through top-level, executive summits, conferences and seminars. Offering highly targeted events, FRA positions itself as a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities in:

Legal Education

For additional information on Financial Research Associates visit: http://www.frallc.com/.

1 Comment on “UNAPEN CEO to Co-Chair the 2007 Wealth Management Technology & Operations Summit

  1. Attended the last program in June-July 2010, very professional and informative. Excellent instructors with extensive experience and knowlege in their fields. Great program for both the experienced and novice within the operational field. Would recommend this program to anyone who has commited to a more streamline, effecient and effective operational business model .

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