*MAR/APR 2022 Newsletter – LSEG/Russia News, UNAPEN in San Antonio, Video Demo of Power BI, Refinitiv Wealth Mgmt Report, Top 3 Social Media Scams

by David Gemma | Apr 27, 2022 | IT, UNAPEN Blog, UNAPEN Newsletter

Financial Services & Technology News Read the March/April 2022 Newsletter > Don't get our newsletter?  Subscribe here!   Aggregate all your clients' assets and present a powerful visual story with Affinity Data Repository for Advisors and Power BI...

*JAN/FEB 2022 Newsletter – MS Power Platform, Spot & Stop Smishing Attacks, Global Sanctions Compliance, SEC Cyber Update, PriceFusion for Advent APX & Axys

by David Gemma | Feb 25, 2022 | IT, UNAPEN Blog, UNAPEN Newsletter

Financial Services & Technology News Read the January/February 2022 Newsletter > Don't get our newsletter?  Subscribe here! PriceFusion for Advent APX   Aggregate all your clients' assets and present a powerful visual story with Affinity Data Repository for...

*NOV/DEC 2021 Newsletter – Celebrating Our 30th Anniversary!! Digitalization of Wealth Mgmt, Shop Online Securely, Tech & Ops Trends in Wealth Mgmt, Phishing Attacks Guide, Avoid These CyberSecurity Pitfalls, Affinity Data Repository for Financial Advisors

by David Gemma | Dec 9, 2021 | IT, UNAPEN Blog, UNAPEN Newsletter

Financial Services & Technology News Read the November/December 2021 Newsletter > Don't get our newsletter?  Subscribe here! Tech & Ops Trends in Wealth Mgmt   Aggregate all your clients' assets and present a powerful visual story with Affinity Data...

*OCT 2021 Newsletter – Franklin Templeton on M365 & Power BI, What Sets 10% of the Top 100 Financial Advisory Firms Apart, eBook: Protecting Data from Insider Risk, One-Handed Phone Tools & Tricks

by David Gemma | Oct 29, 2021 | IT, Disaster Recovery, CyberSecurity blog, UNAPEN Blog, UNAPEN Newsletter

Financial Services & Technology News Read the October 2021 Newsletter > Don't get our newsletter?  Subscribe here!   Aggregate all your clients' assets and present a powerful visual story with Affinity Data Repository for Advisors and Power BI...

*SEP 2021 Newsletter – Understanding Cloud Data Breaches, eBook: Outsourcing Your IT, Refinitiv Trading & Banking Summit, White Paper: Protect Clients from Account Takeover (ATO) Attacks

by David Gemma | Sep 30, 2021 | IT, IT, Disaster Recovery, CyberSecurity blog, News, UNAPEN Blog, UNAPEN Newsletter

Financial Services & Technology News Read the September 2021 Newsletter > Don't get our newsletter?  Subscribe here!     Affinity™ Data Repository for Advisors Business Insight from One Centralized Portal! Don't Go Looking for Data, Let Information Find...

*AUG 2021 Newsletter – Stop Typing & Dictate to Windows 10, Affordable & Impressive Client Reporting, T-Mobile Breach: 30 million SS#s, 2021 “Best of” Tech Lists, The Ultimate Disaster Recovery Checklist

by David Gemma | Aug 31, 2021 | IT, IT, Disaster Recovery, CyberSecurity blog, UNAPEN Blog, UNAPEN Newsletter

Financial Services & Technology News Read the August 2021 Newsletter > Don't get our newsletter? Subscribe here! Affordable & Impressive Client Reporting   Affinity™ Data Repository for Advisors Business Insight from One Centralized Portal! Don't Go...