*VIDEO – Affinity Data Repository for Investment Advisors

May 21, 2020 David Gemma

Are you tired of constantly searching for information that's scattered across multiple systems?

How much time and money would your Advisory firm save if you had one central portal

to find and maintain all client, prospect and 3rd party information?


Advisors are wasting so much time these days looking for information instead of acting on it:

  • Portfolio accounting,
  • financial planning,
  • custodian platforms,
  • broker/dealer info,
  • sponsor downloads,
  • flat file or excel downloads with funds and alternatives from a mix of on-premise and external sources...

What a time-consuming mess!


Calculate the actual dollars you're burning with all that time and effort and you'll be shocked!


Solution - UNAPEN Affinity™ SQL Data Repository for Advisors


Affinity centralizes all these sources in a single, aggregated Wealth Advisor portal

and then proactively delivers the information you need

via CRM, Client & Mgmt Reporting, & Advisor Dashboards.

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Don't Go Looking for Data, Let Information Find You!

What used to take hours or days to discover and process can now be accomplished in

minutes using a straightforward and easy-to-use set of Excel-like grids and dashboards.

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting,

all your key information is effortlessly at your fingertips. 



Streamline & Reduce Effort for Managing Current Business.

Allow for the Next Stage of Asset Growth & Profitability.

Significantly Reduce Your Workload & Overhead.

Call us today to find out how!