Category: ClientLogix CRM blog

ClientLogix – Enterprise CRM & Business Intelligence platform for Investment Management

December 17, 2020 David Gemma

Financial Services & Technology News for December 2020
New Tech – Business Analytics: Latest Dashboard Features in Microsoft Power BI
Happy Holidays – UNAPEN Donates to the Connecticut Food Bank
Cyber Security – FireEye Hacked: Breach at 1 of the Largest US Cyber Security Firms
Medical Tech – A NewAge Fountain of Youth
Tech Tips – Helping Family & Friends that may be Technologically Frustrated
Video – Mastering Break-Out Rooms with Microsoft Teams
IT Solution – Breaches Happen Every Day, Learn How to Protect Your Firm
Monthly Trivia – Ringing in the New Year around the Globe

December 9, 2020 David Gemma

It’s changed the lives and success of our clients! For an entry price of $10/month per user, no wonder PowerBI dashboards are taking over every industry. Over 97 percent of Fortune 500 companies use Power BI, with clients around the world who use 40 petabytes of data every month on a safe and secure platform.

November 25, 2020 David Gemma

Financial Services & Technology News for November 2020
Video – Good Cyber Hygiene: Keeping Your Cyber Hands Clean
CRM – Telephony Integration Resurgence to Boost Client Service
Webinar – Refinitiv Labs: Shaping the Future of Finance
Space Tech – 20 yrs of Discoveries on the International Space Station
Slideshow – Top 50 Thanksgiving Recipes with Yummy Looking Photos!
Cyber Attacks – Hackers Rely on Psychology More than Technology
MS Teams – Multi-Account Sign-In Support Coming in December
Product Spotlight – Personalized Client Reporting Designed to Exceed Expectations
Featured Service – Custom Software & Consulting Extends the Reach of Your Firm
Monthly Trivia – Some Fun Stats on the International Space Station

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?

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…

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…

February 29, 2020 David Gemma

Press Release – Koch Industries Agrees to Acquire All of Infor
NEW YORK – February 4, 2020 – Infor, a global leader in business cloud software specialized by industry, announced today that an affiliate of Koch Equity Development LLC has entered into a definitive agreement to acquire the remaining equity stake in Infor held by Golden Gate Capital.
Koch intends to quickly position Infor as one of the most well-capitalized companies in technology.
“Koch’s decision to acquire Infor is a strong endorsement of our product strategy…” said Kevin Samuelson, CEO of Infor.
See the entire release here

Note: UNAPEN’s ClientLogix CRM is built upon the Infor CRM Platform

February 27, 2020 David Gemma

Financial Services & Technology News
Industry Report – Refinitiv & Aite Group: 5 Transformational Trends in Wealth Management For 2020
Data Breach – 267 Million Facebook User Accounts Exposed on the Dark Web
CRM News – Koch Industries to Acquire All of Infor
CRM Solution – Nurture Existing Clients & Generate New Business
Cyber Security – Phishing Emails: Special Olympics “Communication System” Temporarily Hacked
IT News – Microsoft Windows End of Life – Now What?
Cyber Tips – The Importance of Building Better Passwords
Social Media – When was the Last Time You Looked at Your Privacy Settings?
Data Breach – Update on the Wawa Data Breach & a Letter from Their CEO
Monthly Trivia Question – What Mountain Peak is Furthest from the Center of the Earth’s Core?

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?

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?

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

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?

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

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.

April 5, 2017 David Gemma

CRM for Investment Advisors, Wealth Mgrs, & Family Offices Grow Assets, Not Overhead New eBook | Read it now › Better Client Service for More Clients with the Same Staff 15 years of providing CRM solutions integrated with Portfolio Accounting & Trading systems has taught us a lot of valuable lessons, interesting that many lessons…

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:

May 10, 2013 Joan Walker No comments exist

Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.

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™