IT, Disaster Recovery & Cyber Security Services

“Fast, Intelligent, & Knowledgeable Team, Provide Terrific Advice, You Will Not Be Disappointed!”

 “UNAPEN is a fast, intelligent and knowledgeable team that understands our systems and computers.  We’ve never had a problem   getting something fixed and the people are always pleasant and easy to get along with when solving issues with our computers.

 They have great understanding of our needs and provide terrific advice regarding how to install the best equipment and systems to handle and grow our business.

My advice is to select UNAPEN for all your IT needs… you will not be disappointed!”

– Ralph R. DiFiore, CFA, Senior Managing Director, Chatsworth Securities LLC

“Experienced, Valuable Advice, Within Our Budget, Excellent Service!”

“One of the biggest benefits working with UNAPEN has been their experience and ability to offer valuable advice, as well as helping implement improvements to our IT infrastructure which has allowed us to focus on our mission and the services we provide.

UNAPEN was instrumental in making our network more secure and reliable while staying within our budget. I would highly recommend UNAPEN. Their skilled employees’ commitment to excellent service is exceptional!”

– Pat Ladner, Chief Financial Officer, Kuhn Employment Opportunities

“Consistency in knowing all our IT questions and concerns will always be addressed!”

 “The UNAPEN team does a great job communicating tech solutions so business leaders can understand what is needed and works best.

I would tell prospective partners that UNAPEN is a big enough firm to take care out your technology needs but not too big where you get lost or put aside.”

 – Edward Long, Partner, Avity Investment Management Inc.

“UNAPEN understands us and our needs…the ITComplete program is the best we have seen.”

“We have been with UNAPEN for four years now.  After unsatisfactory experiences with two other local IT consulting firms, we decided to try UNAPEN and are very happy that we did. UNAPEN understands us and our needs and we feel like they really care about us.

We subscribe to their ITComplete and NetScan services and have great peace of mind that UNAPEN is monitoring our network 24/7 to ensure it is up-to-date, functioning properly and as safe as we can reasonably make it. On those rare occasions when we have a problem, UNAPEN’s engineers are on the phone or on-site quickly to resolve it.”

– Tony Lynch, CIO, Mullaney, Keating & Wright, Inc.

“The vCISO’s expertise was far greater than other assessments we’ve received in the past.”

“The cyber assessment was extremely thorough. I was impressed and grateful that their vCISO had a very clear vision of how the process should be managed. Meetings were on time, on topic, and fluid into the next. The vCISO’s expertise was far greater than other assessments we’ve received in the past.

The reporting not only left us with results but all the tools, timelines, and roadmaps to build our program out even further. It was well documented and easy to follow.”

– Single Family Office in Ohio in the Wealth Management Industry

“Not only are they capable, but also a pleasure to speak with. We have not had an IT situation that UNAPEN has been unable to assist us with. Great team!”

One of the most significant benefits has been our ability to work from within our office and beyond with confidence thanks to the ITComplete support team from UNAPEN. The security and privacy of our clients’ data is of the utmost importance to us, with UNAPEN on the team, we are taking steps every day to protect those interests.

We have found that when compared to other providers, UNAPEN has been better equipped to help us through our SEC compliance process.

Another point worth mentioning, is that when we pick up the phone to call in for support, there is always someone capable of assisting on the other side. Not only are they capable, but also a pleasure to speak with. We have not had an IT situation that UNAPEN has been unable to assist us with. Great team!

 -Noah Hannon, Chief Operating Officer, ABS Legacy Partners

“Dependable, fast service…We always feel taken care of.”

“UNAPEN has consistently provided dependable, fast service for our technology and network security needs.  We always feel taken care of, our systems work well, and their staff quickly and efficiently helps us through all manner of technology wrinkles and bumps.  The Festival is happy to be working with UNAPEN.”

– International Festival of Arts & Ideas

“We were able to access our systems within hours, not days or weeks.”

“It is no longer just a luxury to have a solid solution for back-up and recovery of data.  UNAPEN’s ITComplete DATASAFE is not only affordable but during a recent emergency, we were able to access our systems within hours, not days or weeks.”

– CEO, Hynes, Himmelreich, Glennon & Company

“They have been fantastic!…exemplary customer service…wholeheartedly recommend them to any non-profit!”

“When NewAlliance Foundation was looking for a responsible company to manage our technology needs, we asked around for recommendations from peer organizations. UNAPEN came to our attention, and we ultimately selected them, because of rave reviews from their other clients.

They have been fantastic! Not only did they set up all our technology start-up needs with great efficiency and cost effectiveness, they have maintained exemplary customer service throughout our contact with them.

We have been very pleased and wholeheartedly recommend them to any non-profit seeking reasonably-priced, generous and conscientious technology support.”

– Maryann Ott, Associate Director, NewAlliance Foundation

“They Really Care…Cost Effective IT Support…Almost Like They Work Right Along Side You In Your Office!

“UNAPEN’S ITComplete Managed IT Services provides cost effective IT support for our small company here in Connecticut!

UNAPEN brings a personal touch to all they do; we get real email communication and phone calls from real people. We are not just an account to them; they treat us like they really care how things are going and what our challenges are.

UNAPEN will make sure you have one (or maybe 2!) team members who will learn your IT needs inside and out – almost like they work right along side you in your office! They offer recommendations and solutions pro-actively.”

– Juliet Cavanaugh, Broker, Cavanaugh & Company, LLC

“Highly Qualified…Spectacular Customer Service…Know Their Clients…Trusted, Flexible and Easy to Work With!

“There are many benefits of partnering with UNAPEN for their ITComplete Managed services.  I think that the peace of mind we have knowing that UNAPEN is monitoring our systems and that they are just a phone call away if we have a question or if we encounter any type of IT issue.

UNAPEN’s team is highly qualified and they offer spectacular customer service.  They do a great job getting to know their clients so that they can recommend the best services to meet their clients’ needs.  They are trusted, flexible and easy to work with.

As small business leaders, we wear many hats.  Knowing that UNAPEN has our backs, and provides valuable advice (for example, the upcoming changes to Microsoft), we can focus on running our business.  They are a trusted local business that is active and supportive of their community.”

– Rosanne Ford, Chamber President, Midstate Chamber of Commerce

“Always There…Critical for Our Very Small Nonprofit…Expertise of a Large IT Support Company…Affordable Price Tag!

“UNAPEN is always there when we need them which is critical for our very small nonprofit organization.

Anytime we have an issue or a question, we have the expertise of a large IT support company with an affordable price tag.

Thank you UNAPEN for keeping us up and running everyday!“

– Angela Crocker, Executive Director, The Parmenter Foundation

PriceFusion Securities Pricing & Reference Data

for SS&C Advent APX

“Automation of Tasks & Solid Integration with APX!”

“Hands down this has been the most important benefit since we moved to using PriceFusion. We now have several pre-scheduled jobs that are kicked off automatically and incorporated directly into our financial software without wasting time and checking for errors.

I believe that UNAPEN’s customer service is what sets them apart from other solution providers.  From negotiations to implementation, UNAPEN has been by our side.  Transitioning from one system to another is a daunting task, but the UNAPEN team was exceptionally helpful and on top of it.

Post-sale support is unlike any other in the industry.  Don’t waste your time debating the switch any longer.  If the service meets your budget, there is no downside.”

– Partner of a Wealth Management firm in Miami, FL

“Reliable Data, Affordable APX Pricing, Responsive & Knowledgeable Support Team!“

“Two factors – Our confidence in the data and the affordability of the PriceFusion/DataScope Select solution – have allowed us to move from monthly to daily downloading of prices and indices.

Compared to other solution providers, the staff on their support team is responsive, knowledgeable and friendly. UNAPEN’s willingness to put the customer first was evidenced during our install and their team’s approach to issue resolution is consistent and reliable.

Our due diligence convinced us that PriceFusion was a great alternative and ultimate replacement for our data provider, but favorable customer feedback greatly influenced the final decision.  Potential clients should also look at the UNAPEN website where they share their mission statement, accomplishments and goals.”

– Performance Analyst of an Investment Advisory firm in Chicago 

“Top Notch Client Service, Very Helpful Quarterly Enhancements, Easily Target Data Points for Our APX System”

“UNAPEN’s client service is top notch.  They are always quick to answer any questions or provide training on their software.  If issues arise, the UNAPEN team addresses them immediately.

They provide a quarterly update of their PriceFusion software free of charge which has included some very helpful enhancements that my firm has requested.  This has allowed us to really target the data points that we want and prevent unnecessary data from cluttering our APX system.”

 – Manager of Portfolio Administration, Boston-based Institutional & Private Wealth Management firm

“Reliability, Flexibility, Continuous Product Improvement, and the Technical Support has been Great – All at a Lower Monthly Cost!”

“We wanted to switch our pricing service and our Thomson Reuters sales person made us aware of UNAPEN’s PriceFusion solution that integrates and delivers DataScope Select pricing data into Advent APX. While the lower cost was the driver of our move to DataScope/PriceFusion, I believe the biggest benefit of PriceFusion is the reliability of the application to run in an automated fashion overnight.

I have also been impressed by the upgrades that UNAPEN has made to PriceFusion in the last 2 years as they have provided additional flexibility and customization for our specific needs. Plus, the technical support has been great, and in the rare instance when there has been an issue, support has always been immediately available and solved the issue in a timely manner.

For anyone that’s hesitant to make the move to another content solution/vendor, all I have to say is…IT WORKS!“

– Principal of an Investment Advisory firm in Oregon

“Decades of experience, Tremendous Product, Intra-day & End-of-day – It’s Really Paid Off!”

“PriceFusion has automated several tedious yet business-critical tasks and has been a tremendous product for our firm. We worked with UNAPEN during implementation to configure PriceFusion to update our APX system both intra-day and end-of-day and their decades of experience in integrating with Advent portfolio accounting systems really paid off!”

– Kentucky-based Multi-Strategy Institutional Investment Management Firm

CRM for Advisors

“There was a lot of customization needed for SalesForce.com at a considerable cost relative to the ClientLogix solution to get the result I needed.”

“We’ve been using the ClientLogix software as our sales/marketing CRM. It integrates the three major channels we focus on for our marketing efforts as well as giving us the ability to breakout certain channels for custom marketing campaigns. It has clearly given us a platform upon which our daily business activities can be recorded, tracked, and reported in a concise and user friendly manner.”

– Vice President, Director of Marketing, Investment Management firm in Boston

“Combining Teamwork and Product Flexibility to Tackle Big Tasks Across the Firm – All Within a Single Solution!”

“ClientLogix has allowed us to marry our account-level managed account data with our sales and marketing efforts. ClientLogix is the tool that enables us to easily organize and maintain roughly 25,000 accounts across 17 sponsor firms and countless financial advisors.  ClientLogix has also allowed us to house data from APX and our 3 distinct divisions in one place for the first time.

We’ve also had an excellent experience working together with the team at UNAPEN to create solutions. When we find something that “would work better like this” or “maybe we could try it like that” UNAPEN is always available to talk through issues and offer ideas. There is no cumbersome formal process for enhancements or changes, just person to person conversation and resolution.

I only have positive things to say based on my experiences and I have found UNAPEN extremely easy to work with. I think that when it comes to technology, it is often difficult for those with advanced knowledge to effectively communicate with someone not as familiar or just learning.  In my experience, everyone at UNAPEN is very good at simplifying the task at hand and exhibiting a good deal of patience working through problems.”

– Dan Carr, VP, Internal Wholesaler, ANCHOR CAPITAL ADVISORS, LLC

“CRM Customizable to Meet Our Current Needs and Workflows, Supported by a Knowledgeable Team to Help Us Evolve!”

“The biggest advantage ClientLogix delivers to our firm is the ability to customize the interface. As our internal needs change, we can have the CRM modified as necessary, this allows the CRM to grow and evolve along with our firm.

It is nice that the UNAPEN team members have stayed so consistent.  It’s a great comfort to know that everyone there is knowledgeable about our firm and knows the individual customizations we have deployed through the years.

In my opinion, ClientLogix makes the most sense for those firms who need their Advent portfolio information accessible through their CRM, and also have nuanced workflows where customized data capture becomes critical to their processes.”

– Director of Operations, Wealth Mgmt firm in Utah

ClientRep Custom Client/Investor Reports, Meeting Packages & Invoices 

“Completely Customized Reports, Adapted to Our Needs and Workflows – with Service that was Fast and As Promised!“

“The UNAPEN ClientRep solution was compelling because it allowed us to have a client statement that looked exactly the way we wanted – completely customized. With other providers, we needed to fit within their solution. UNAPEN was unique in that they fit their solution and workflow to our needs.

For anyone considering an upgrade to their Client Reporting processes and packages, I’d recommend UNAPEN because their service was fast and as promised. The few troubleshooting issues we had were fixed usually within hours, and we were always able to reach someone and get a quick response.”

– Chief Operations Officer, Chief Compliance Officer, Investment Management & Financial Planning firm in San Francisco Bay Area 

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