Category: News

Latest UNAPEN News

April 17, 2024 David Gemma

UNAPEN, Inc. is a proud member and sponsor of the Greater New Haven Chamber of Commerce Technology Council, a consortium of vendors whose products and services help Connecticut businesses grow.
I hope you attend our panel discussion “Cyber Security Basics: Practical Ideas and Solutions for Your Organization” and come away with a better understanding of how to boost your cyber security stance on a budget.
This round table will be moderated by Joan Walker, UNAPEN COO/CFO and boasts a panel of experts in the field of Cyber Security, including me.
Thank you.
David Gemma, UNAPEN, Inc. CEO/CMO

Talk to the IT/CyberSecurity experts at UNAPEN.
Call us today!
203.269.6111

January 19, 2024 David Gemma

UNAPEN, Inc. is a proud member and sponsor of the Greater New Haven Chamber of Commerce Technology Council, a consortium of vendors whose products and services help Connecticut businesses grow.
I hope you attend our round table discussion “Beyond Buzzwords: Practical AI Applications for Business Excellence” and come away with a better understanding of how AI is and will be helping and also changing how business work.
This round table will be moderated by Joan Walker, UNAPEN COO/CFO and boasts a panel of experts in the field of AI.
Thank you.
David Gemma, UNAPEN, Inc. CEO/CMO

Talk to the IT/CyberSecurity experts at UNAPEN.
Call us today!
203.269.6111

September 15, 2023 David Gemma

UNAPEN, Inc. is a proud member and sponsor of the Greater New Haven Chamber of Commerce Technology Council, a consortium of vendors whose products and services help Connecticut businesses grow.
I hope you enjoy today’s webinar “ARTIFICIAL INTELLIGENCE: Using AI to Propel Your Organization’s Growth” and come away with a better understanding of the variety of solutions in the ever-growing landscape of AI.
And look for upcoming webinars on topics such as Cyber Security from the GNHCC Technology Council.
Thank you.
David Gemma, UNAPEN, Inc. CEO/CMO

Talk to the IT experts at UNAPEN.
Call us today!
203.269.6111

May 31, 2023 David Gemma

UNAPEN, Inc. is a proud member and sponsor of the Greater New Haven Chamber of Commerce Technology Council, a consortium of vendors whose products and services help Connecticut businesses grow.
I hope you enjoy today’s webinar “ARTIFICIAL INTELLIGENCE: From Origins to Horizons” and come away with a better understanding of the past, present and future landscape of AI.
And look for upcoming webinars on topics such as Cyber Security from the GNHCC Technology Council.
Thank you.
David Gemma, UNAPEN, Inc. CEO/CMO

Talk to the IT experts at UNAPEN.
Call us today!
203.269.6111

June 30, 2021 David Gemma

Financial Services & Technology News for June 2021
MS 365 & Azure – AXA Group Accelerates Digital Transformation with Microsoft Cloud
Solution – UNAPEN NetScan Cyber Security Suite Protects Your Firm from Inside & Outside Risk
Financial Crime – A Tough Balancing Act between Compliance and Client Service
Aero Tech – Check out this Nose-to-Tail Tour of the World’s Largest 747 Private Flying Mansion!!
Product Spotlight – Advent Axys & APX Users Now have a Choice for Automated Pricing & Reference Data!
China Tech Funds – The Rise of China Tech Evidenced by Strong Fund Flows
Cyber Security – Vishing: 7 Ways to Spot & Stop Phone Call Attacks & Scams
Monthly Trivia – Elon Musk: SNL, Tesla, SpaceX, Robotics, AI, Prosthetics, Tunnels, Solar, Crypto

February 1, 2021 David Gemma

Refinitiv’s integration with London Stock Exchange Group will provide investors better access to indices, ESG financing and emerging markets data, says LSEG’s David Craig, who is also the CEO of Refinitiv. UNAPEN provides Refinitiv pricing and reference data to Advent Axys & APX clients via its PriceFusion automated interface.

December 28, 2020 David Gemma

As we look forward to the New Year, the team at UNAPEN, Inc. would also like to express our gratitude for your support in 2020. Wishing you and yours a happy holiday season and a healthy, prosperous New Year!

October 22, 2020 David Gemma

Financial Services & Technology News for October 2020
SEC Investor Alert – Investment Scams May Seek to Exploit Natural Disasters
Tech – Digitalization of Wealth Management: Learning to Leverage More Digital Wealth Tools
Recorded Webinar – Constant Contact: Making Sense of Online Marketing for Nonprofits
Video – Microsoft’s Underwater Datacenters are Coming
Health – Halloween 2020: CDC Considerations & Supplemental Advice for the Holiday
Cyber Security – October as Cybersecurity Awareness Month, Get Resources & Info Here
Windows 10 Update – 5 of the Biggest Changes Users Should Expect to See
Product Spotlight – PriceFusion: Automated Pricing & Reference Data for Advent Axys/APX
Featured Service – ITComplete DataSafe: Advanced Back-up, Data Recovery & On-Demand Virtualization
Monthly Trivia – Technology Furthering Corruption in Organized Sports Betting

August 26, 2020 David Gemma

Financial Services & Technology News for August 2020
Refinitiv Webinar – Overcoming the Top 3 ESG Data Challenges Facing Investors
Video – Disaster Recovery: Protect Corporate PC’s with Automatic Datto Cloud Backup
Data Breach – Email Compromise at Illinois Healthcare Firm Reveals Personal Info
Gold is the Best – UNAPEN’s Microsoft Gold Partnership Drives Innovation
MS Teams – Expanded Teams’ Features Delivers New Blow to Zoom
Edison vs Tesla – Who was the Better Inventor?
Blog – Gen Z Introduces a Whole New Workforce Dynamic
Cyber Security – Teams/Zoom/GoToMeeting Virtual Conferencing Safety Tips
Video – Artificial Intelligence Elevates Decision-Making in Power BI
Product Spotlight – Pricing & Reference Data Delivery for Advent Axys/APX
Featured Service – Data Back-Up & Disaster Recovery
Cyber Security – Breaches Happen Every Day: Learn How to Protect Your Firm
Trivia – Thomas Edison’s Nearly Impossible Employment Test

July 22, 2020 David Gemma

Financial Services & Technology News for July 2020

Refinitiv Webinar – Managing Financial Crime in the Age of Digital Banking
Tech – Boost Productivity with New Features in Microsoft Edge Browser
Cyber Security – OCIE Cyber Security Risk Alert for Financial Services
Solution – Enhance Windows 10 & O365 Security with ITComplete
Bitcoin Scam – High Profile Twitter Users Targeted in Latest Scam
UNAPEN Solutions – Product Overview, Client Testimonials & Strategic Partners that Help Your Firm Succeed
MS Teams – “Together Mode” Meeting Rooms & Many More Exciting Features Coming Soon
Tech – 20 Cell Phone Features: Google vs Apple… and Who Swiped What from Whom
Blog – Staying Safe & Smart in the Internet-of-Things Era
Ransomware – Breaking Down this Costly Threat & Ways to Protect Against It
MS Power BI – T-Mobile Harnessing the Microsoft Power BI/Apps Platform Amid the Covid Pandemic
Product Spotlight – ClientLogix: Enterprise CRM Designed for the Financial Services Vertical
Featured Service – ITComplete: Worry-Free Managed IT & Professional Support
Monthly Trivia – What & Where is the Oldest Continually Operating Bank in the World?

June 25, 2020 David Gemma

Financial Services & Technology News for June 2020

Tech – Microsoft During the COVID-19 Pandemic, Growing Azure’s Capacity to Help Customers
InfoGraphic – Improve Productivity with Windows 10 & Microsoft 365 Business
eBook – Breakthrough Teamwork Tools: 4 Tips to Identify What Works for You!
FinServ Trends – How ESG Funds Managed to Outperform Other Market Sectors
Solution – Axys/APX Firms Drastically Cutting Monthly Overhead with PriceFusion/Refinitiv
Video – From Sand to Silicon, the Making of a Microchip
Kids – A Fun Science Experiment for Your Little Work-from-Home Helpers
Data Breach – Over 600 California School Districts Investigating Exposure
Cyber Security – 4 Tips to Strengthen Your Home Office
Video – How to Manage Meetings with Microsoft Teams
Solution – ITComplete All-in-One: Outsourced IT, BackUp, Disaster Recovery, Cyber Security
Monthly Trivia Question – Baseball Math Quiz

April 29, 2020 David Gemma

Financial Services & Technology News for April 2020
Tech – Microsoft TEAMS: Online Meeting Tips
Cyber Security – Safe & Secure Work From Home Computing Tips
Medical Tech – How 3-D Printers are Helping Fight the Coronavirus
FinServ Trends – Refinitiv Perspectives on the Growing Demand for ESG-Themed Products
Solution – Reduce Your Client Reporting Overhead and Frustrations
Hacked AGAIN – Marriott Suffers Second Breach in as Many Years
Video – Office 365 Renamed to Microsoft 365, Now Includes MS TEAMS, Same Low Monthly Price
SEC – Importance of Delivering Timely & Material Information to Investors
Tips – Do the Right Thing, Use Unique Passwords for Every Site with a Password Manager
Solution – A Complete Outsourced IT Suite that Flexes to Meet Every Budget
Trivia – The 4 C’s of Diamonds, the April Birthstone

April 7, 2020 David Gemma

PRESS RELEASE NEW YORK – April 6, 2020 – Koch Industries, Inc. announced that it has completed the acquisition of the remaining portion of Infor from Golden Gate Capital. Infor, a global leader in business cloud software specialized by industry, has been a key component of Koch’s technological transformation. Koch companies have made more than…

March 31, 2020 David Gemma

Register Today! COVID-19 Webinar: April 6th at 12:00 PM ET
The importance of accurate price valuations in the wake of unprecedented volatile markets.
COVID-19 is a pressing topic, however how is it likely to impact pricing evaluations?
Join this webinar to hear moderator, John Mason, Refinitiv’s Global Head of Pricing & Reference Data, panelists Jayme Fagas, Lisa Marks & Karl Mackelburg.
They will be discussing:
-The significance of independent evaluations in times of crisis and volatile markets
-How we stay in line with the market and market conventions
-How to continue to adhere to fair value requirements / obligations
-The importance of having access to an evaluator
#Refinitiv #PriceFusion

January 28, 2020 David Gemma

Financial Services & Technology News
Webinar – 10 Things U.S. Compliance Officers Need to Do in 2020
IT News – Support for Windows 7 & Server 2008/2008R2 has Ended
Press Release – 2020 Priorities for SEC Compliance Inspections & Exams
Solution – Embrace Custom Client Reporting Automation to Significantly Reduce Costs
Case Study – Client Reporting Improves Client Satisfaction & Drives Profitability
Data Breach – RING Home Security Cameras Hacked…Somebody is Watching!
Tech Tips – Windows 10: Keyboard Shortcuts
Cyber Security – Board of Education Suspects Phishing as Source of Attack
UNAPEN – Proud to Carry Microsoft GOLD Partner Status into Yet Another Decade!
Video – Unique Passwords, Complexity, Phrases and Password Management (1 min)
Guidance – Steps to Put a Digital Inheritance Plan in Place
Monthly Trivia Question – Something’s Missing from the Periodic Table of Elements

November 26, 2019 David Gemma

Financial Services & Technology News
News – SEC Honors Veterans & Service Members
Commentary – Thanksgiving for Wealth Advisors & Cotton Farmers
Question – Why Do Wealth Mgmt Firms Still Dread Quarter/Year End Processing & Reporting?
Solution – High-Margin Growth & Operational Efficiency for Wealth Mgrs

Video – Phishing Attacks in Greater Hartford,CT Area

Solution – Immediate Returns on IT & CyberSecurity Investments
Report – Money Market Fund Trends & Statistics
Tools – Investor.Gov Online Planning Tools
Society – Troubling Employment Stats for Recent College Grads
Cyber Security FAQ – Spotting Fake Tech Support Phone Scams
Warning – Fake Online Holiday Shopping Stores
Monthly Trivia Question – Macy’s Parade Floats & Helium

October 31, 2019 David Gemma

Financial Services & Technology News
Toolkit – National Cybersecurity Awareness Month 2019
Problem – Advisors are Wasting So Much Time Looking for Information Instead of Acting on It
Solution – UNAPEN Affinity™ SQL Data Repository for Advisors
Learning – Step-by-Step Guide to Hacking a Bank: Inside the Mind of a Hacker!
Solution – Overcome Your Client Reporting Struggles
Video – Easy Client Reporting for Wealth Managers
News – Police Department Credentials Exposed Through a Dark Web Share
News – Dominion National Exposes 2.9 Million People’s Credentials Over 9 Year Breach
Video – Flying Cars are Finally Taking Off!
Tips – FBI Cyber Security Tips
Monthly Trivia Question – Can You Name This Famous 1983 Hacker Movie?

September 27, 2019 David Gemma

Financial Services & Technology News
News – Focus on Socially Responsible Investing Due to Global Climate Strikes, the U.N. Climate Summit & Climate Week NYC
Solution – Refinitiv Enabling Financial Professionals to Differentiate Their Services with ESG Data
Data Breach – 3 Years of Monster.com Job Seeker Data Exposed
Technology – PriceFusion Provides Automated Axys/APX Data Bridge to Refinitiv DataScope Select
Video – Auto Industry Faces Uphill Battle to Secure Internet-Connected Cars
Disaster Recovery – World Class Data Protection Wealth Advisors Can Rely On
News – Fraudulent Gold Bars are Now Being Filtered into the Global Market
Cyber Security – Social Scams You Need to Know!
Monthly Trivia Question – Do you know what the Autumnal & Vernal Equinox Signifies?

August 29, 2019 David Gemma

Financial Services & Technology News
Google Study – Laziness Leading to Data Breach
Solution – ClientLogix CRM for HNWI, INSTIT, SMA/UMA
Technology – Microsoft Announces End-of-Life on Product Lines
Breach Report – Baseball Hall of Fame
Learning – Defend Your Digital Self Against Phishing Attacks/Scams
Tip – How to Make All Employees a Critical Line in Cyber Defense
Tip – Reducing the Risk of Data Exposure for Traveling Employees Accessing Public Wi-Fi
Monthly Trivia Question – 900 Million People Flew Last Year, Which Airline Came Out on Top?

July 31, 2019 David Gemma

Financial Services & Technology News
Video – Safe Web Browsing Techniques in 60 seconds!
Another Quarter End, Another Painful Client Reporting Fire Drill?
Solution – It’s Time for a Smart Reporting Solution to Help Your Firm!
Operations – Streamlining Client Service Operations
Tech Buzz Words in Financial Services that You Should Learn
CyberSecurity Impact on Markets – US Commodity Futures Trading Commission
Technology – Infor CEO Charles Phillips Talks Tech
Article – What are Virtual Private Networks (VPNs)?
Compliance – Tools & Guides in the FINRA Compliance Toolbox
Monthly Trivia Question – Most Dangerous Month of the Year for Stock Speculation

June 26, 2019 David Gemma

Financial Services & Technology News
UNAPEN Newsletter – June 2019
Spotlight – Why We Partner with Datto for Business Continuity
Regulatory Oversight Hits Facebook Again Over Libra Cryptocurrency
Downtime – Google Suffers Outages Twice in 2 Weeks!
Video – A Humorous Look at Real Scenarios That Can Take Down Your Firm
Data Breaches – Cetera Financial, Voya Financial and More
eBook – Safeguarding Your Business If Disaster Strikes
Future Tech – Future Bridges Include Robots, Cafes & Pedestrians
Article – What is the Dark Web & What Does it Mean to Me?
Awards – Best Market Data Provider Goes to Refinitiv Again!
Trivia – Let’s Talk Money

May 30, 2019 David Gemma

Financial Services & Technology News
UNAPEN Newsletter – May 2019
Video: What is Social Engineering? No, it is NOT a Facebook course!
Report – 2019 SEC Examination Priorities… with a Focus on CyberSecurity & Business Continuity
Solution – Getting Your Firm Well-prepared for Cyber Risk, Business Disruption & SEC Auditors
Cyber Security Awareness & Training For Wealth Management & Investment Advisory Firms
Hacked – Redtail CRM Exposes Confidential Data of Their Financial Services Clients
Video: Am I Using “Easy” Passwords – What is the Problem?
Wow – Kentucky Derby: That Never Happened in 145 Years
Report – Who, What, How in the 2019 Data Breach Investigations Report
Trivia – Rules for Flying the Flag on Memorial Day

April 30, 2019 David Gemma

Financial Services & Technology News
UNAPEN Newsletter – April 2019
Video – Tired of Wasting Time & Money on Client Reporting Cycles?
What does UNAPEN’s Microsoft Gold-Certified Partner Designation Mean to Our Clients?
Solution – ClientRep Reduces Custom Client Reporting Effort by Over 60%
News – Hackers Take Police Ransom in Albany & Atlanta!
Have you signed up for SEC updates related to Reporting, Compliance and More?
From Finance Firms to Factories — Technology Powers Industry Innovation
Case Study: Challenges & Solutions Encountered with Axys Custom Reporting
Tip – Simplifying Password Complexity
Trivia – Thermodynamics Behind the Stanley Cup

March 28, 2019 David Gemma

UNAPEN Newsletter – March 2019
What is the Dark Web and What Does it Mean to RIAs?
The History of the Internet.
How is GDPR Hindering the Fight Against Cyber-Criminals?
Video – How can Dark Web Monitoring Help RIA’s Prevent Corporate Data Breach?
Cyber Attacks: 1,2,3 Strikes, You’re Out!
The Founder of the Internet Reflects on the 30-Year Evolution.
Video – How Do Hackers Get Access to Our Employees’ Network Credentials?
Guidelines for Proper Disposal of Mobile Devices.
My Employees’ Credentials are Exposed on the Dark Web…What Should I Do Next?
Data Breaches – 21 Scariest of 2018!
SpotLight ID – Advanced Identity Theft & Fraud Protection
Monthly Trivia Question – The World Wide Web Turns 30

February 27, 2019 David Gemma

How can Advisers Grow AND Increase Profitability? Grow AUM without Increasing Staff!!
See how savvy firms accomplish this with ClientLogix!
Solutions – Business Automation, Business Intelligence & Business Management…All in One!
Win, Win, Win! – The Magic of ClientLogix CRM!
Operations, Compliance, Client Service, etc. – Serving More Clients AND Doing a Better Job at It!
Business Intelligence Disguised as CRM for Asset Managers
Malware Alert! – Bank of America Look-Alike
Massive Tech IPO – Koch and Golden Gate Capital Announce Infor Investment & IPO for 2020
Watch Out! – Hackers Personalizing the Scam
Data Breaches – 21 Scariest of 2018!
SpotLight ID – Advanced Identity Theft & Fraud Protection
Monthly Trivia Question – Groundhogs, Valentines & Presidents?

December 19, 2018 David Gemma

Online Holiday Shopping – Growing in Popularity, Exposing You to Identity Theft & Data Breaches!
UNAPEN Solution – Dark Web Monitoring & Identity Theft Protection
Marriott Data Breach – One of the Largest in History Impacting Over 500 Million People!
Artificial Intelligence – “Computer…What’s For Dinner?”
Hackers – Are Hackers Targeting You? YES, You Don’t Need to Be Rich or Famous
Monthly Trivia Question – New Year’s Rockefeller Center Tree

November 28, 2018 David Gemma

IT Vendors – Make Sure to Pick an IT Firm that Specializes in Financial Services!
UNAPEN Solution – Custom Client Reporting for Axys, APX & PortFolioCenter
Protect Your Firm – 3 Common Ways Data is Lost in the Cloud
Video – 2018 Ransomware Report: Real Statistics & 2019 Predictions
Cyber Security – Am I Hacked? The Question is Not If but Yet!
Monthly Trivia Question – The First Thanksgiving

October 30, 2018 David Gemma

October is both Halloween & National Cyber Security Awareness Month!
UNAPEN Solution – Free Cyber Security Audit
SEC Audits – How to be Proactive with ITComplete NetScan
New Tech – Boeing 737 Max: Insane Vertical Take-Off into Zero Gravity
Advice – Email Oops, & How to Avoid Them
Monthly Trivia Question – Halloween Candy

September 28, 2018 David Gemma

Check out the UNAPEN Newsletter – September 2018
eBook – How to Safeguard Your Firm from Coastal Storms & Hurricanes
Calculator – Estimate the Cost of Downtime for Your Firm
UNAPEN Solution – Data Backup and Disaster Recovery
Insight – How Cyber Criminals are Conducting Fraud & Impersonation Scams
IT Budgets – How Small & Medium Size Firms Afford the Best Large-Firm Solutions
Monthly Trivia Question – Amazon.com History

September 11, 2018 David Gemma

Driving down the highway on my way to work this morning, remembering those we lost, then noticed the dump truck in front of me…

August 23, 2018 David Gemma

Check out the UNAPEN Newsletter – August 2018
Summer is Over – Making “Back to Work” Easier
CyberSecurity Guidance – Avoid Unnecessary Business Disruptions & Headaches
UNAPEN Solution – ClientLogix: CRM, Business Mgmt & Business Intelligence for Asset Mgmt Firms
Productivity – Windows 10 Tips & Tricks
Technology – Smart Devices: Convenience vs. Security Exposure
Technology Guidance – How Can RIA Firms Afford CyberSecurity?
Monthly Trivia Question – Labor Day in Europe

July 26, 2018 David Gemma

Check out the UNAPEN Newsletter – July 2018
NY AUG Meeting – UNAPEN Sponsors June Meeting, Highlights PriceFusion Solution for Axys & APX
Institutional Investing – Read the ‘Future of Investment Research’ Report by Thomson Reuters & Greenwich Associates
ITComplete Security Solution – Fixed-Cost, Multi-Layered IT, Disaster Recovery & Cyber Security Services
Technology Advances – Cloud-Operated Public Buses
Cyber Security Warning – Avoiding Scams & Tactics Used by Hackers
UNAPEN Client Referral Program – Gift Cards, Service Discounts & Charitable Donations
Monthly Trivia Question – 2018 World Cup in Russia

June 27, 2018 David Gemma

Check out the UNAPEN Newsletter – June 2018
Solutions – Common Problem Areas in Asset Management Firms
CyberSecurity – Steps to Protect Your Firm from Malware
Client Reporting – Endless Challenges with Content, Processing & Overhead?
CRM – Tired of Sub-Standard CRM Bundled with Your Portfolio Accounting System?
Technology Advances – 3D Printing to Create Free Prosthetic Limbs for Children
CyberSecurity – Losing Time & Overspending on Security & Data Protection?
World Cup – Thomson Reuters Labs Crunch World Cup Data
Monthly Trivia Question – Hottest Place in the United States?

April 25, 2018 David Gemma

Check out the UNAPEN Newsletter – April 2018
UNAPEN Solution – Thomson Reuters Showcases DataScope Select & PriceFusion at AUG National Member Meeting
Thomson Reuters – Announces Eikon Product Enhancements
PriceFusion – Advent Axys & APX Firms Now Have a Choice in Pricing Vendors
Microsoft – Going Green in Silicon Valley
CyberSecurity – Protecting Your Firm from Phishing Scams
Monthly Trivia Question – Delaying Tax Day

March 28, 2018 David Gemma

Check out the UNAPEN Newsletter – March 2018
Artificial Intelligence – Thomson Reuters 2018 Digitalization of Wealth Management Report
Artificial Intelligence – Savvy Investment Managers Utilize AI to Drive Fund Sales
CyberSecurity – Top Tips to Securely Using Social Media
Ransomware – Attack on The City of Atlanta
UNAPEN Solution – Guaranteed Ransomware Protection
Video – Business Continuity in 30 Seconds
Video – Instant Virtualization Technology
Monthly Trivia Question – March Madness

February 27, 2018 David Gemma

Check out the UNAPEN Newsletter – February 2018
Gartner – Magic Quadrant for Intrusion Detection and Prevention Systems
Video – Advances in Spherical Car Tires are Incredible!
Wall Street Journal – The Dangers of the Hackable Car
UNAPEN Solution – ITComplete NetScan, Proactive Protection Against Hackers
CyberSecurity – Mobile Device Security
Trivia – Who Receives the Most Valentine’s Day Cards by Far?

January 25, 2018 David Gemma

Check out the UNAPEN Newsletter – January 2018
CRM Industry Study – 871% Realized Gains from CRM?
UNAPEN Solution – Strengthen, Grow and Renew Client Relationships in 2018 with ClientLogix CRM
Virtual Reality – Meet the Ford GT via HoloLens, an Immersive VR Experience from Microsoft
CyberSecurity – Security Awareness Tip of The Day
Monthly Trivia Question – SuperBowl Winners

November 30, 2017 David Gemma

Check out the UNAPEN Newsletter – November 2017
FinServ CRM – Elevating the Client Experience & Driving Results
CyberSecurity – Online Shopping for Cyber Monday & December Holidays
CRM Case Study – Lord Abbett Gains a Sales Edge with Infor Sales Intelligence for CRM
On-Demand Demo – Marketo Marketing Automation for Infor CRM
CyberSecurity – Netflix Users Beware
Monthly Trivia Question – How Did Thanksgiving Become a National Holiday?

October 26, 2017 David Gemma

Check out the UNAPEN Newsletter – October 2017
Never Heard of Infor? You Will!
Infor CRM Product Enhancements Over the Past Year
Ransomware Extorted MILLIONS…and Climbing!
Cyber 101: Sharing the Basics
Monthly Trivia Question – Baseball and the World Series

September 28, 2017 David Gemma

Check out the UNAPEN Newsletter – September 2017
Hackers & Hurricanes – How Your Firm can Survive Both Threats with a Single Solution
CyberSecurity – Download Datto’s 2nd Annual State of the Channel Ransomware Report
Ransomware – The Top 2 Ways to Protect Against this Growing Epidemic
Tech Giants – Microsoft and Amazon Collaborating
AUG, The Exchange – Wealth & Investment Industry Forum Offers Member Discounts on Industry Solutions
Password Madness – SANS Institute Offers Guidance on Selecting a Password Vault
Monthly Trivia Question – Citizenship Day and The Constitution

August 24, 2017 David Gemma

Check out the UNAPEN Newsletter – August 2017
Finding an IT Vendor that Specializes in FinServ
Case Studies – Client Reporting for PortfolioCenter & Axys Clients
Retrospect – Microsoft Timeline: Then-to-Now
Compliance Risk Alert – CyberSecurity OCIE Examinations
Business Continuity – Download the 2017 SANS Security Awareness Report
Monthly Trivia Question – The ‘New College’ Founded in 1636?

July 27, 2017 David Gemma

Check out the UNAPEN Newsletter – July 2017
ClientLogix – Infor CRM integrated with LinkedIn Sales Navigator
PriceFusion – Quarterly Bulletin for APX Clients
Matrix – Single & Multi-Family Office Reporting Technology
Asset Managers Gear Up for Growth
Advice for Parents of Online Gamers
Monthly Trivia Question – How did July(and all the other months) Get Its Name?

June 29, 2017 David Gemma

Check out the June 2017 UNAPEN Newsletter!
Multiple Significant Global Cyber Attacks in a Month’s Time
Top 3 things to Consider When Choosing Your CRM Solution
Client Reporting Case Study
Cyber Attacks: Lessons Learned
Monthly Trivia Question – July 4th & the Declaration of Independence

May 3, 2017 David Gemma

CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.

April 25, 2017 David Gemma

Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.

November 8, 2016 David Gemma

Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities. Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability…

May 15, 2014 David Gemma

Saleslogix, the CRM foundation for the ClientLogix CRM solution for wealth management, is proud to sponsor this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21, 2014! Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible! ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN.

May 13, 2014 David Gemma

ClientLogix CRM – the enterprise CRM solution for investment and wealth management – is now inside Microsoft Outlook. The new Xbar from SalesLogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix. – See more at: http://social.swiftpage.com/press-release/xbar#sthash.lk7JI2G9.dpuf

August 27, 2013 David Gemma No comments exist

Never have to say “Sorry, We’re Closed!“ Learn how the ITComplete DATASAFE data back-up and disaster recovery solution from UNAPEN can keep your firm resilient in the face of adversity.

Our proactive approach to providing Business Continuity solutions means that we don’t wait for something to go wrong, we work closely with you to plan out a multi-layered strategy that continuously protects your firm, your clients and your budget.

February 5, 2012 UPAdmin

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.

February 3, 2012 UPAdmin

When time is critical, you can count on UNAPEN’s in-house certified support team.

January 29, 2012 UPAdmin

UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.

January 20, 2012 UPAdmin

UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™

April 28, 2011 UPAdmin

UNAPEN announced today the appointment of Robert Harriss to the position of Application Services Manager. Mr. Harriss will be responsible for overseeing all aspects of the Application Services group that provides code construction, unit testing and release processes for custom development, R&D and release-based software products.

March 31, 2011 UPAdmin

UNAPEN was selected by the Advent Users Group as the sponsor spotlight for the month of April in order to help inform and educate their 300+ member firms about solution providers that focus on Advent platforms.

January 29, 2011 UPAdmin

For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.