What Our Clients Are Saying

Client Support is Fundamental to Our Strategy

Much of our new business originates from referrals. 

At UNAPEN, we put a great deal of work into satisfying our clients. UNAPEN’s unique combination of products, services and industry experience has provided a framework for success for firms of all sizes and types.


IT, Disaster Recovery & Cyber Security Services


UNAPEN, ITComplete, UNAPEN ITComplete, Outsourced IT, Wealth Management IT Services, ITComplete DataSafe, ITComplete NetScan, Cyber Security, Dark Web Monitoring, UNAPEN Dark Web Monitoring, Ralph DiFiore, Chatsworth Securities"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



Edward Long, Partner, Avity Investment Management, Inc., a strong supporter and longtime user of the UNAPEN ITComplete Suite of IT, Disaster Recovery and Cyber Security services."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.




IT vendor in CT, IT vendor in Connecticut, Mullaney Keating & Wright, ITComplete Mullaney Keating & Wright, UNAPEN Mullaney Keating & Wright, ITComplete, ITComplete in CT"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.




IT vendor in CT, IT vendor in Connecticut, Arts & Ideas, ITComplete Arts & Ideas, UNAPEN Arts & Ideas, ITComplete, ITComplete in CT, International Festival of Arts & Ideas"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



UNAPEN, ITComplete, Outsourced IT, Wealth Management IT Services, ITComplete DataSafe, ITComplete NetScan, Cyber Security, Dark Web Monitoring, Maryann Ott, New Alliance Foundation, non-profit"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





PriceFusion Pricing & Reference Data for APX



Vinnie Ribeiro, MBA, Partner, Hollander Asset Management, UNAPEN PriceFusion client, Refinitiv, DataScope Select, APX, Axys, Pricing and reference data

"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.”

- Vinnie Ribeiro, MBA, Partner, Hollander Asset Management




"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."

- Terrina Williams, Performance Analyst, GOFEN AND GLOSSBERG, LLC



"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




UNAPEN, PriceFusion, Pricing and Reference Data, Refinitiv, Thomson Reuters, DataScope Select, DataStream, Doug Goebel, Principal, Quest Investment Management, ICE Data Services

"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!




"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



ClientLogix 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



Anchor Capital Advisors, Dan Carr, UNAPEN, ClientLogix, CRM, Advent APX CRM, ClientLogix APX CRM

"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 Client/Investor Reports & Meeting Packages



UNAPEN, ClientRep, Client Reporting, Wealth Management Reporting, Investment Management Reporting, Institutional Reporting, Axys custom reporting, APX custom reporting, Brian Baylis, SS&C, SS&C Advent, Advent Axys, Advent APX, Bell Investment Advisors

"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.”

- Brian Baylis, Chief Operations Officer, Chief Compliance Officer, BELL INVESTMENT ADVISORS




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Advent Axys, Advent Portfolio Exchange, and Advent APX are a registered trademarks of SS&C.