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July 5, 2023

*MAY/JUN 2023 Newsletter – Artificial Intelligence Webinar presented by UNAPEN, Cloud Migration eBook, Disaster Recovery vs Business Continuity, MS Dynamics CRM

Tech Solutions for Financial Services & Small/Medium Businesses including Process Automation, Systems Integration, Cloud Migration, CRM, IT & Cyber Security Services

UNAPEN celebrating 30 yrs as a trusted solution provider UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the May/June 2023 Newsletter >

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UNAPEN Endpoint detection and response (EDR/XDR/MDR) solutions cover all endpoint monitoring and activity through threat hunting, data analysis, and remediation to stop a range of cyberattacks.

Organizations with Sensitive Data are Activating

EDR/XDR/MDR Solutions!

Adoption has been rapid as more and more firms AND 3rd party service platforms

(including Cyber Insurance providers)

are making EDR/XDR/MDR a standard, and in some cases, 

an outright requirement of doing business!

 

ITComplete EndPoint Detection & Response

is  provided by UNAPEN,

expert providers of IT/Cyber Security

& Business Continuity solutions since 1995!

May 31, 2023

*AI Webinar On-Demand: UNAPEN Sponsors “ARTIFICIAL INTELLIGENCE: From Origins to Horizons”, hosted by the Technology Council of the Greater New Haven Chamber of Commerce

“ARTIFICIAL INTELLIGENCE: From Origins to Horizons”

Are you curious about the fascinating world of Artificial Intelligence (AI)?

Join us for a high-level presentation that is perfect for anyone who wants to learn more about this cutting-edge technology!

May 31, 2023 UNAPEN, Inc. is a proud member and sponsor of the Technology Council of the Greater New Haven Chamber of Commerce, the host of today’s webinar “Artificial Intelligence: From Origins to Horizons”, with guest speaker and AI expert Dr. Chetan Jaiswal, Computer Science, School of Computing & Engineering, Quinnipiac University.
  • Our expert speaker will take you on a journey through the history of AI, from its early beginnings to the present day.
  • You’ll learn about the different types of AI and how they work, including machine learning, neural networks, and deep learning.
  • We’ll explore the many industries that are being impacted by AI, from healthcare and finance to retail and manufacturing.
  • You’ll learn about the incredible potential of AI to transform these industries and create new opportunities for innovation and growth AND you’ll get the opportunity to try AI for yourself!

View the on-demand webinar here  “ARTIFICIAL INTELLIGENCE: From Origins to Horizons”

David Gemma, UNAPEN CEO/CMO says, “Thank you all for joining us today for our webinar on Artificial Intelligence hosted by the Technology Council of the Greater New Haven Chamber of Commerce.David Gemma, UNAPEN

I’m David Gemma, CEO of UNAPEN, and we’re a proud sponsor of the Technology Council, a consortium of vendors whose products and services help Connecticut businesses grow.

UNAPEN is a Connecticut high tech firm that, over the past 30+ years, has been helping Connecticut businesses go faster, safer.

Go faster – means Operational Efficiency, we integrate key systems, centralize data, automate workflows and reduce manual effort so businesses can scale.

Go safer – means protect your business with IT services, Disaster Recovery and Cyber Security services to make sure your systems are available and running smoothly and securely

And AI is helping to improve these efforts behind the scenes.

AI sifts thru mountains of data quicker and with more accuracy than prior technologies.

Healthcare is a great example of how researchers and doctors can now scan thru millions of permutations to find new ways to create better antibiotics, or scan thru test results so doctors can begin treatments sooner and with fewer errors.

Cyber security tools identify and detect attacks in real-time and help our IT experts identify trends and threats that enable them to take preventative action.

For decades, UNAPEN has recognized that businesses across many industries can’t keep up with the ever growing mountains of data.

So we’ve applied software technology to automatically search and proactively present key information to the right people at the right time, making everyone more efficient and effective.

I hope you enjoy today’s webinar and come away with a better understanding of the past, present and future landscape of AI.

Thank you.”


View the on-demand webinar here  “ARTIFICIAL INTELLIGENCE: From Origins to Horizons”

 

Learn more here & reach out if you’d like to talk to the IT experts at UNAPEN, a Gold Certified Microsoft Partner.

Call us today!

203.269.6111

UNAPEN ITComplete Suite of Services

A multi-layered IT strategy that protects your firm, your clients & your budget!

Local & Cloud Data Backup,

Business Continuity

Disaster Recovery

Outsourced IT Services

Network Monitoring

Cloud Migration

Digital Transformation

Network Cyber Security Assessments

Cyber Health Reports with Risk Scores

Dark  Web Monitoring

Employee Cyber Security Awareness Training

May 3, 2023

*MAR/APR 2023 Newsletter – FBI Cyber Warning on Juice Jacking, Non-Profit News, NextGen AI from Microsoft CoPilot, 2 Solutions to Grow Your Business

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services, SMB Process Automation, IT Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the March/April 2023 Newsletter >

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ITComplete NETSCAN™ is an

Advanced Network Security Analysis,

Dark Web Monitoring, and

Employee Cyber Training service

provided by UNAPEN,

expert providers of IT/Cyber Security

& Business Continuity solutions since 1995!

March 4, 2023

*UNAPEN Participates in IT & Computer Science Career Panel for 8th grade & High School Students

UNAPEN Participates in IT and Computer Science Career Panel for 8th grade and High School Students

UNAPEN is dedicated and committed to providing authentic career exploration activities for students. 

Recently, we offered the opportunity for students to hear an in-person panel discussion from professionals in the Computer Science/IT Services field.

As part of this experience, we are participating in an ongoing Computer Science Career Panel that helps to encourage 8th grade and High School students to consider taking classes in these areas when they select their schedules for next year.  The panel aims to assist in students hearing the career journey and passion from professionals in these fields.

David Gemma, UNAPEN CEO/CMO says, “UNAPEN is happy to provide guidance to these students on Computer Science and IT Services to help them explore and select their future careers!”

https://www.linkedin.com/feed/update/urn:li:activity:7040035694764793856

 

Learn more here & reach out if you’d like to talk to the IT experts at UNAPEN, a Gold Certified Microsoft Partner.

Call us today!

203.269.6111

Microsoft Power Platform, Power Apps, Power BI, Power Automate from UNAPEN for Financial Services, Non-Profits, Schools, Educational Institutions, HealthCare, Manufacturing
March 2, 2023

*UNAPEN, Inc. Awarded “Best IT Services Provider in Connecticut 2022” by UpCity!

Jan 2024 UPDATE – UNAPEN has been awarded Best IT Services Provider again in 2023!

UNAPEN awarded Best IT Services Provider in Connecticut 2023 by UpCity, a subsidiary of Gartner. UNAPEN is an MSP with its ITComplete suite of IT Support, Disaster Recovery and Cyber Security services.

PRESS RELEASE

MERIDEN, Conn., Feb. 22, 2023 /PRNewswire/ — “We’re pleased to announce that the ITComplete team at UNAPEN has received recognition for their hard work, client dedication and superior performance. Thank you to UpCity for recognizing us as a 2022 Best of Award winner and thank you to our amazing clients.”
– David Gemma, CEO/CMO, UNAPEN

The UpCity “Best of” Awards commemorate the top B2B providers in each U.S. state and Canadian province, and highlight the tremendous work being done in their local area. We are proud to reveal that UNAPEN, Inc. has been recognized as a Best of Connecticut Award winner by UpCity!

Awards are based upon the UpCity Recommendability Rating, which determine a B2B service provider’s credibility and trustworthiness, giving UpCity the confidence to recommend and connect businesses with high-quality service providers.

UpCity is a B2B online marketplace connecting businesses to trustworthy service providers. With 70,000+ listed providers-from IT Service providers, consulting firms, software development specialists, and many more-over 1.5 million businesses have used UpCity to find exceptional partners for their needs.

Joe Banks had this to say about UNAPEN, Inc.:

“The UNAPEN team embraces their unique skillset of in-depth business knowledge, combined with unparalleled technological expertise and service delivery capability. This is an extremely talented team, and we’re thrilled to present them with a 2022 Best of Award.”
– Joe Banks, SVP of Engineering, UpCity

This recognition was driven in large part by UNAPEN’s 4.9-starred reviews on UpCity. Here is some feedback we’ve received from UNAPEN’s incredible clients:

“We’ve been with UNAPEN for over a decade and their team never fails to help us. Not only are they quick at rectifying problems with our computers, they are on top of issues like cybersecurity threats. When we need to acquire additional equipment, they are very helpful in advising us on the best equipment for our needs and where to find the best prices. Also, management is always available to discuss any issues. I receive frequent invitations to switch firms but I can’t think why I would.”
– Ralph DiFiore, CFA, Senior Managing Director, Chatsworth Securities LLC 
     August 2022

ABOUT UNAPEN, INC.

Since 1991, UNAPEN, Inc. has been the premier provider of IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA/UMA business. Our MSP experts also specialize in Non-Profit Organizations, Educational Institutions, Attorneys, HealthCare and Manufacturing. UNAPEN is a long-standing Microsoft Gold Certified Partner.

The expertise of UNAPEN’s seasoned IT, Business Analyst, and Software Development professionals uniquely positions them to advise clients on the value of technology. Our goal is to solidify and protect your IT infrastructure, perform cloud migrations, enhance cyber security, streamline operations and workflow, centralize data, and automate highly complex manual tasks to make your firm more successful and competitive. For more information, visit https://unapen.com.

David Gemma

CEO/CMO, UNAPEN, Inc.

203.303.6002

david.gemma@unapen.com

SOURCE UNAPEN, Inc.

# # #

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Find out more about ITComplete from the industry experts at UNAPEN

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February 28, 2023

*JAN/FEB 2023 Newsletter – UNAPEN & MS Dynamics 365 CRM, PriceFusion for SS&C Advent APX, Power BI & Teams, Do I Need CyberSecurity Software, LSEG Banking & Trading Summit

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the January/February 2023 Newsletter >

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Our Microsoft Gold Certified Dynamics professionals will show you how digital transformation utilizing Dynamics will give your firm a competitive edge!

November 14, 2022

*UNAPEN Sponsoring & Exhibiting at the BIG CONNECT BUSINESS EXPO on Thursday Nov 17 in New Haven, CT

UNAPEN Sponsoring & Exhibiting at the BIG CONNECT BUSINESS EXPO on Thursday Nov 17

Join us at the Omni New Haven Hotel on THURSDAY, NOVEMBER 17th as we exhibit at the BIG CONNECT BUSINESS EXPO, hosted by the Greater New Haven Chamber of Commerce!

This year’s theme is: Ignite! Harnessing the Power of Connections & Resources to Accelerate your Business. Join the regional business community for a full day of networking, connections, workshops, and more!

  • Visit over 70 exhibitors
  • Attend the Nonprofit Stars Align Awards Breakfast
  • Attend panels & workshops with over 30 industry experts
  • Sample delectable food at The Big Taste, the 14th annual food tasting event with amazing restaurants
  • Network at the Collaborative Connecticut cocktail & social hour

The expo takes place from 7a.m. to 7p.m. at the Omni New Haven Hotel at Yale, 155 Temple Street in New Haven, CT.

Learn more and register for FREE here: https://gnhcc-14559358.hs-sites.com/big-connect-2022

UNAPEN New Client Discount: 10% Off All IT, Disaster Recovery & Cyber Security Services for Non-Profit Organizations

Financial Services Firms: Stop by Our Booth to See How UNAPEN’s 30 Years of Expertise can Help Streamline Your Operations to Make Your Firm More Competitive, Profitable, and Successful!

UpCity MarketPlace has Certified UNAPEN, Inc. as the 2022 Best IT Services Provider in Connecticut

October 31, 2022

*SEPT/OCT 2022 Newsletter – 2022 Top 50 Financial Advisors, UNAPEN Named Best IT Provider in Connecticut, Digital Onboarding for Wealth Mgrs, EndPoint Backup Solutions

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the September/October 2022 Newsletter >

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Aggregate all your clients’ assets and present a powerful visual story with Affinity Data Repository for Advisors  and Power BI Dashboards!

August 31, 2022

*JUL/AUG 2022 Newsletter – Apple Security Flaws, Hybrid Work Guide for Leaders, 5 Urgent Business Trends, Charity & Disaster Scams, Gartner Magic Quadrant for BI/Analytics

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the July/August 2022 Newsletter >

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Aggregate all your clients’ assets and present a powerful visual story with Affinity Data Repository for Advisors  and Power BI Dashboards!

June 30, 2022

*MAY/JUN 2022 Newsletter – Users are a Ticking Cyber Bomb, Enhance the Wealth Client Experience, Quantum Computers, User Security Awareness Training, MS Teams for Small Business

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the May/June 2022 Newsletter >

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Aggregate all your clients’ assets and present a powerful visual story with Affinity Data Repository for Advisors  and Power BI Dashboards!

April 27, 2022

*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

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the March/April 2022 Newsletter >

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Aggregate all your clients’ assets and present a powerful visual story with Affinity Data Repository for Advisors and Power BI Dashboards!

February 25, 2022

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

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the January/February 2022 Newsletter >

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Aggregate all your clients’ assets and present a powerful visual story with Affinity Data Repository for Advisors and Power BI Dashboards!

December 9, 2021

*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 Advisors

UNAPEN celebrating 30 yrs as a trusted solution provider

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the November/December 2021 Newsletter >

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Aggregate all your clients’ assets and present a powerful visual story with Affinity Data Repository for Advisors  and Power BI Dashboards!

October 29, 2021

*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

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the October 2021 Newsletter >

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Aggregate all your clients’ assets and present a powerful visual story with Affinity Data Repository for Advisors and Power BI Dashboards!

September 30, 2021

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

Financial Services & Technology News

Read the September 2021 Newsletter >

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Affinity™ Data Repository for Advisors

Business Insight from One Centralized Portal!

Don’t Go Looking for Data, Let Information Find You!

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

August 31, 2021

*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

Financial Services & Technology News

Read the August 2021 Newsletter >

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Affinity™ Data Repository for Advisors

Business Insight from One Centralized Portal!

Don’t Go Looking for Data, Let Information Find You!

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

July 28, 2021

*Jul 2021 Newsletter – SEC Wrap Fee Alert, Put All Your Apps in Teams, WiFi Security Checklist, Power BI Drives Quick Confident Decisions, Lock Down M365 from Hackers

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the July 2021 Newsletter >

NewsLetter Highlights

Solution – Not Sure How to Migrate Your Firm to the Cloud?

Compliance – SEC Raises Alarm about Wrap Fee Program Deficiencies

MS Teams – Integrate All Your Apps in Teams

CyberSecurity – WiFi Security Checklist for Security-Minded, Small Business Owners

Dashboards – Power BI Drives Quick, Confident Decisions

CyberSecurity – 5 Ways to Lock Down M365 from Hackers

CyberSecurity – Windows 10 Security Defaults that Foil Hackers

Monthly Trivia – The Basics You Should, but Probably Don’t Know, about the Olympics

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Affinity™ Data Repository for Advisors

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

June 30, 2021

*Jun 2021 Newsletter – AXA Group Moves to MS 365 & Azure, UNAPEN NetScan Cyber Security Suite, Rise of China Tech, Halting Vishing Attacks, Financial Crime Hurting Client Service

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the June 2021 Newsletter >

NewsLetter Highlights

MS 365 & Azure – AXA Group Accelerates Digital Transformation with Microsoft Cloud

Solution – UNAPEN NetScan Cyber Security Suite Protects Your Firm from Risk Inside & Out

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…PriceFusion!

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

Subscribe here!

 

 

Affinity™ Data Repository for Advisors

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

April 29, 2021

*Apr Newsletter – UNAPEN Cloud Migration for Wealth Mgrs, Why Clients are Changing Advisors, MS Cloud for Financial Services, Protect Your Digital Privacy, Wearable Robotics

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the April 2021 Newsletter >

NewsLetter Highlights

Report – How Financial Services Firms Drive Digital Transformation with Cloud Technologies

Solution – UNAPEN Helps Migrate On-premise Applications & Infrastructure to the Cloud

Report – Digitalization of Wealth Mgmt: Why are Wealth Mgmt Clients Switching Advisors?

Tech News – Microsoft Cloud for Financial Services Drives Sustainable Growth

Solution – New Custom On-premise & Web Applications, Plus Power BI Dashboards & Reports

Bio Tech – Wearable Robotics: a Smart AI-driven Knee Brace for Everyday Use

CyberSecurity – Privacy: 7 Steps to Help Protect Your Digital Footprint

Monthly Trivia – The Genesis of the Dow Jones Industrial Average

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Affinity™ Data Repository for Advisors

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

March 31, 2021

*Mar Newsletter – Virtual Reality Business Meetings, Free Workflow Automation Tool from Microsoft, Outlook/Teams Tip, Dashboard Analytics & Reporting

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the March 2021 Newsletter >

NewsLetter Highlights

Tech Tip – Outlook Users Can Drag & Drop Files into Microsoft Teams

Solution – Local & Cloud Backups, Rapid Recovery & Virtual Replication

Dashboards – Embrace MS Power BI Analytics & Reporting

Microsoft Mesh – New Business Meetings in Virtual Reality

Non-Profits – Extended Deadline for Technology Grant Program

Cyber Security – Identity Theft Education: Prevention & Victim Action Items

Free – Workflow Automation Tool “Power Automate Desktop” for Windows 10 Users

Monthly Trivia – March Madness Brackets

Subscribe here!

 

 

Affinity™ Data Repository for Advisors

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

February 24, 2021

*Feb Newsletter – Microsoft Power BI, Non-Profit Grant Program, Hacked Action Items, AI Tech vs Covid, RansomWare Protection

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner

Financial Services & Technology News

Read the February 2021 Newsletter >

NewsLetter Highlights

Videos – What is the Microsoft Power BI Platform & How to Get Started

Non-Profit Orgs – New Grant Program Offering $50k in Technology Improvements

Cyber Solution – Keep Your Data Safe & Protected with ITComplete DataSafe

Windows 10 – New Features to Boost PC Security & Privacy

Covid-19 Update – New Artificial Intelligence Tool to Thwart Covid-19

MS Teams – Rolling Out Customizable Branded Lobbies & More

Cyber Response – Have I Been Hacked? Signs & Actions Items

IT – Business Intelligence Begins with Your Trusted Microsoft Gold Partner & Ends with Intelligent Business Solutions

Cyber Security – Learn How to Protect Your Firm

Monthly Trivia – This Firm has had Several Names Over 25 Yrs & is in the News

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Flexible, Affordable, Impressive

The reports you send to your clients are one of the most significant and visible representations of your firm. With a few simple mouse clicks, ClientRep launches a full production run of professional-looking and easy-to-read reports.

February 1, 2021

*Video – David Craig, CEO of UNAPEN partner Refinitiv, discusses Thomson Reuters sale of Refinitiv to London Stock Exchange Group

Watch Here – David Craig’s 2021 Data Industry Outlook

January 27, 2021

*Jan Newsletter – Top Execs Targeted by Cyber-Gangs, Aggregate All Your Clients’ Assets with UNAPEN Affinity & Present a Powerful Visual Story with Power BI, New MS Teams Email Integration

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the January 2021 Newsletter >

NewsLetter Highlights

Solution – Aggregate All Your Clients’ Assets & Present a Powerful Visual Story with Affinity & Power BI

Webinar – Refinitiv: Navigating Sanctions During 2021 and Beyond

CyberSecurity – Don’t Be a Victim! Protect Your Firm & Your Clients with ITComplete DataSafe

Tech News – Top Execs Relentlessly Targeted for Extortion by Ransomware Cyber-Gangs

2020 – What Now? How about a Negative Leap Year!

MS Teams – New Email Integration Feature Expected to Result in Serious Time Savings!

CyberSecurity – Home Network Wi-Fi Security Tips

Blog – Power BI Dashboard Tips for Consumers, Creators & Developers

Monthly Trivia – Planets with the Longest & Shortest Days in Our Solar System

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Affinity™ Data Repository for Advisors

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

Find out more about Affinity Here >
December 17, 2020

*Dec Newsletter – Latest Power BI Dashboard Features, UNAPEN Charitable Giving to CT Food Bank, Huge FireEye Cyber Hack, Protect Your Firm from Data Breach, NewAge Fountain of Youth

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the December 2020 Newsletter >

NewsLetter Highlights

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

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A multi-layered strategy that protects your firm,

your clients and your budget!

 

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December 7, 2020

*UNAPEN Charitable Giving for the Holidays

MAKING AN IMPACT

This is how UNAPEN is contributing, please consider helping those who are really in need this year and make a difference in your community.

 

November 25, 2020

*Nov Newsletter – Cyber Hygiene, CRM/Telephony Integration Boosts Client Service, The Future of Finance, Hackers Attack with Psychology, Custom Software for Wealth Mgmt

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the November 2020 Newsletter >

NewsLetter Highlights

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

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October 22, 2020

*Oct Newsletter – SEC Investor Alert, Digitalization of Wealth Mgmt, CyberSecurity Awareness, Marketing for Nonprofits, Biggest Changes in Win 10 Update

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the October 2020 Newsletter >

NewsLetter Highlights

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

 

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September 30, 2020

*Sept Newsletter – Tesla Ransomware, Online Security Tips for Kids, Stop the Pandemic Cyber Criminals, Personalized Client Reporting, New MS 365 Features

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the September 2020 Newsletter >

NewsLetter Highlights

Ransomware – Tesla Targeted in a Bribery-Fueled Attack Last Month

New Tech – Microsoft 365: New Features & Functionality

Webinar – Deal Making in Uncertain Times with Refinitiv

Covid-19 – New Battery Powered Air-Purifying Face Mask

Fun – Board Games are Making a Comeback in a Big Way

Child Safety – Online Security Tips for Kids

Blog – How to Stop Cybercriminals During the Pandemic & Remote Work

Product Spotlight – Personalized Client Reporting Designed to Exceed Expectations

Featured Service – Multi-Stage CyberSecurity Protection & Proactive Detection

Monthly Trivia – The Science of Autumn Foliage

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And ClientRep has the most unique pricing model in the industry!

August 26, 2020

*Aug Newsletter – Top 3 ESG Data Challenges, Video – Protect Corporate PC’s, MS Teams vs. Zoom, UNAPEN Digs Microsoft Gold, AI for Power BI, PriceFusion Delivers for Axys/APX

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

Read the August 2020 Newsletter >

NewsLetter Highlights

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

Monthly Trivia Question – Thomas Edison’s Nearly Impossible Employment Test

 

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Read More about Dark Web Compromise & Remediation Here >

July 22, 2020

*Jul Newsletter – Managing Financial Crime, FinServ OCIE Cyber Alert, T-Mobile Harnesses MS Power BI Amid Pandemic, ClientLogix CRM for Private Client, Institutional, & SMA/UMA

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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NewsLetter Highlights

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 Question – What & Where is the Oldest Continually Operating Bank in the World?

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Read More about Dark Web Compromise & Remediation Here >

July 11, 2020

*SEC OCIE Releases Cyber Security Risk Alert to Financial Services

June 25, 2020

*Jun Newsletter – ESG Fund Trends, Bolster Home Cyber Security, PriceFusion for Axys/APX, Resource Collaboration Tools & Tips, Fun Experiment at Home

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

UNAPEN, Microsoft Gold Partner, UNAPEN is a Microsoft Gold Partner Read the Jun 2020 Newsletter >

NewsLetter Highlights

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

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Read More Here about ITComplete Cyber Security Training & Defense for Your Employees >

June 23, 2020

*Axys & APX Firms Slashing Monthly Overhead by 30% – 60%, Find Out How!

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, ADVENT AXYS, QED, QED FINANCIAL SYSTEMS, ADVENT APX, APX, CUSTOM REPORTING

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Savvy Advent Axys & APX Firms are Reducing Operational Costs and Eliminating Billing Surprises for 2020 by Switching to PriceFusion!

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May 27, 2020

*Newsletter – Video: Manage MS Teams Meetings, Protect Mental Health While WFH, UNAPEN Power BI Solutions, Mitigate Malware/Data Breaches, Refinitiv: Fund Mgmt After COVID-19

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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NewsLetter Highlights

Video – How to Manage Meetings with Microsoft Teams
Tips – Taking Measures to Protect Your Mental Health While Working at Home
Video Tour – How High Performance Laptops are Built
Insight – The NFL Draft was Forced to Change Their Game Plan Due to Coronavirus
Tech – How UNAPEN is Building Better Solutions with Microsoft Power BI & SQL Server
Report – Discover, Remediate & Mitigate the Impact of Malware & Data Breaches
Industry Trends – Refinitiv Explores Fund Management After COVID-19
Ransomware – Over 750GB of Client Data Stolen from NYC Celebrity Law Firm
Prevention – The Importance of Consistent Software Updates for Phones, Computers, Devices
Advisor Solution – ClientRep: Automated, Flexible & Personalized Client Reporting
Monthly Trivia Question – A Flower Worth More than Gold?

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May 22, 2020

*Cyber Security Update – COVID-19 Attacks Near 200,000 Per Week

As if the global health crisis hasn’t impacted the business community enough,

bad actors continue to exploit businesses.
 
Here’s a roundup of some top cybersecurity news from the past week,

thanks to our partners at Datto.

Read the Story Here >

UNAPEN, ITComplete, Outsourced IT, Wealth Management IT Services, ITComplete DataSafe, ITComplete NetScan, Cyber Security, Dark Web Monitoring, Mark Briggs, Briggs Wealth Management, Employee Cyber Security Training, Connecticut, Massachusetts, CT, MA, Cyber security experts in Connecticut, Cyber security experts in CT, Cyber security experts in MA

April 29, 2020

*Newsletter – MS Teams Tips, Optimized Client Reporting, 3-D Printers Fight the Coronavirus, Secure Work From Home Tips, Refinitiv on Growing Demand for ESG Products

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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NewsLetter Highlights

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
Monthly Trivia Question – The 4 C’s of Diamonds, the April Birthstone

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Read More about Dark Web Compromise & Remediation Here >

April 7, 2020

*Koch Industries Completes Acquisition of Infor

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 $26 billion in technology-related investments in the past six years, transforming a global portfolio of businesses spanning multiple industries. In addition to being an Infor investor since 2017, Koch has been a key customer, implementing Infor solutions across its businesses in areas like enterprise resource planning, human resources, supply chain, asset management and finance.

The acquisition brings new key capabilities to Koch to accelerate digital transformation, while providing Infor with resources and industry knowledge to continue growing its expertise in mission critical software for industries like manufacturing, retail and distribution, among others. Additionally, Infor’s industry-leading Healthcare Operations Platform and Interoperability Solutions extend Koch’s involvement in healthcare, where Koch companies are already engaged in connected device manufacturing, medical product purification, and hospital supplies.

Infor is now a standalone subsidiary of Koch Industries, and continues to operate under the company’s current management team from its headquarters in New York City. The acquisition positions Infor as one of the most well-capitalized companies in technology. Infor has invested approximately $4 billion in product design and development to deliver industry-specific CloudSuites that solve the most challenging operational issues for over 68,000 customers around the globe.

“Joining Koch Industries is an exciting new chapter in Infor’s history,” said Kevin Samuelson, CEO of Infor. “It allows us to take a long-term approach, focused on developing industry-specific solutions that help customers modernize and drive immediate, tangible impact.”

“It’s been clear from day one that Infor’s unique approach and innovative team are truly bringing value to the market,” said Jim Hannan, executive vice president and CEO of Enterprises for Koch Industries. “We want to thank Golden Gate Capital for such a productive partnership and welcome Infor’s 17,000 global employees to Koch Industries.”

“We are proud to have founded and grown Infor into an industry leader over the past 18 years,” said David Dominik, co-founder of Golden Gate Capital. Golden Gate Capital Managing Director Rishi Chandna added, “We have enjoyed our partnership with management and Koch Industries, and wish the Infor team well in the company’s next era of growth.”

Terms of the deal were not disclosed. Goldman Sachs & Co. LLC, Rothschild, Inc. and Citigroup Global Market, Inc. served as financial advisors to Koch, and Jones Day served as legal advisor to Koch. Morgan Stanley, BofA Securities and Credit Suisse served as financial advisors to Golden Gate Capital, and Kirkland & Ellis LLP and Nob Hill Law Group, P.C. served as legal advisors to Golden Gate Capital.

About Infor

Infor is a global leader in business cloud software specialized by industry. With over 68,000 customers worldwide, Infor is transforming the way businesses operate through best-in-class technology, expertise, and customer-centricity. To learn more, please visit www.infor.com.

Infor customers include:

  • The top 20 aerospace companies
  • 9 of the top 10 high tech companies
  • 14 of the 25 largest U.S. healthcare delivery networks
  • 19 of the 20 largest U.S. cities
  • 18 of the top 20 automotive suppliers
  • 14 of the top 20 industrial distributors
  • 13 of the top 20 global retailers
  • 4 of the top 5 brewers
  • 17 of the top 20 global banks
  • 9 of the 10 largest global hotel brands
  • 7 of the top 10 global luxury brands

About Koch Industries, Inc.

Based in Wichita, Kansas, Koch Industries, Inc. is one of the largest private companies in America, with estimated annual revenues as high as $110 billion, according to Forbes. It owns a diverse group of companies involved in refining, chemicals, and biofuels; forest and consumer products; fertilizers; polymers and fibers; process and pollution control systems; electronics, software and data analytics; minerals; glass; automotive components; ranching; commodity trading; and investments. Since 2003, Koch companies have invested nearly $120 billion in growth and improvements. For more news and information, visit www.KOCHind.com.

About Koch Equity Development LLC (KED)

With offices in Wichita and London, KED focuses its efforts on strategic acquisitions and industry agnostic principal investments. Significant principal investments completed include Getty Images, Global Medical Response, Meredith/Time Inc., Solera Holdings Inc., The ADT Corporation, and Transaction Network Services. Since 2012, KED has invested more than $15 billion of equity in principal investments.

About Golden Gate Capital

Golden Gate Capital is a San Francisco-based private equity investment firm with over $15 billion of committed capital. The principals of Golden Gate Capital have a long and successful history of investing across a wide range of industries and transaction types, including going-privates, corporate divestitures, and recapitalizations, as well as debt and public equity investments. Other notable software investments sponsored by Golden Gate Capital include BMC Software, Vector Solutions, Neustar, Ensemble Health Partners, and 2020 Technologies. For more information, visit www.goldengatecap.com.

Contact Information
Sharon Sulc
Infor
614.537.6634
sharon.sulc@infor.com Rob Carlton
Koch Communications and Marketing
316.828.4070
Rob.Carlton@kochcm.com Jenny Gore | David Isaacs
Golden Gate Capital | Sard Verbinnen & Co.
312.895.4700 | 415.618.8750
JGore@SARDVERB.com | DIsaacs@SARDVERB.com

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of securities laws. The forward-looking statements are made in reliance upon the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The words “believe,” “expect,” “anticipate,” “intend,” “plan,” “estimate,” “forecast,” “project,” “should” and similar expressions are intended to identify “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on certain assumptions that we have made in light of our experience in the industry as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate in these circumstances. The forward-looking statements are subject to certain risks and uncertainties that could cause our actual results to differ materially from those anticipated in the forward-looking statements; including those that are discussed under Risk Factors in documents we have filed with the U.S. Securities and Exchange Commission, including our Annual Report on Form 10-K for our fiscal year ended April 30, 2019, filed with the SEC on June 25, 2019.

Given these risks and uncertainties, you are cautioned not to place undue reliance on the forward-looking statements included in this press release. The forward-looking statements included in this press release reflect management’s opinions only as of the date hereof. We undertake no obligation to revise or publicly release the results of any revision to these forward-looking statements, whether as a result of new information, future events or otherwise. Readers should carefully review the risk factors described in our Annual Report on Form 10-K and in other documents that we file from time to time with the SEC including our Quarterly Reports on Form 10-Q.

# # #

CRM, Wealth management crm, asset management crm, investment management crm, satuit crm, salentica crm, wealthbox crm, salesforce crm, Advent crm, APX crm, Advent APX crm, Advent Axys crm, Axys crm

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ClientLogix extends the Infor CRM platform specifically for Wealth & Investment Management Find out more from the industry experts at UNAPEN.
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March 31, 2020

*Register Today! Refinitiv Webinar: COVID-19 & the Importance of Accurate Price Valuations in Volatile Markets – April 6th at 12:00 PM EST

Refinitiv Webinar: #COVID-19: April 6th at 12:00 PM EST
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, and panelists Jayme Fagas, Lisa Marks and Karl Mackelburg.

Register Now

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
  • Speakers

    Moderator:
    John Mason, Global Head of Pricing & Reference Data
    Panelist:
    Jayme Fagas, Head of Valuations and Transparency Propositions
    Panelist:
    Lisa Marks, Head of Evaluated Pricing Operations
    Panelist:
    Karl Mackelburg, Director of Fixed Income Evaluations

#Refinitiv #PriceFusion

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Axys & APX Firms are Now Saving on Pricing & Reference Data!

Video – PriceFusion: Now You Have a Choice in Pricing Vendors!
0:45 seconds
March 26, 2020

*The Fastest Supercomputer on Earth Is Being Deployed Against CoronaVirus

Tech Warriors Ready for Duty
Read The Article and Check Out the Video About Modern SuperComputer Warfare on Viruses.

The video in this article summarizes the work scientists have done using the Summit supercomputer. Thanks to the Summit, researchers screened 8,000 compounds in a matter of days and identified 77 potentially beneficial small-molecule compounds that show evidence of inhibiting Covid-19.

Imagine the lives saved by finding a beneficial compound weeks/months/years sooner…

UNAPEN software solutions like ClientLogix work the same way, instead of making Investment Managers search through mountains of data looking for key data, ClientLogix proactively does the searching and presents key information and insights far sooner and with no manual effort.  This is how technology is changing the shape of the modern workplace.

ClientLogix – Complex Business Simplified

#SuperComputer #CoronaVirus

Read More…

March 25, 2020

*Newsletter – CoronaVirus Guidance for Financial Advisors, SEC 2020 Cyber Security Report, Guaranteed Ransomware Protection, Tools to Effectively Work from Home

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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“Keeps Our Firm Secure, Excels in Customer Service and Responsiveness, Specializes in Financial Services!”

UNAPEN, PriceFusion, Pricing and Reference Data, Refinitiv, Thomson Reuters, DataScope Select, DataStream, Mark Briggs, Briggs Wealth Management, IDC, ICE Data Services

 

“With the ITComplete Services from UNAPEN, I know that our firm is protected because our critical security systems are up-to-date and our data is being backed up.

The UNAPEN team provides us with very good customer service and they are very responsive when we need them.

When you’re looking for the right firm to handle something as important as your IT infrastructure and business security, don’t just focus on costs.  Make sure to evaluate the benefits of finding a Managed Service Provider that not only knows technology but also has extensive expertise in providing IT solutions within the Financial Services industry.”

– Mark Briggs, Founding Principal, BRIGGS WEALTH MANAGEMENT, INC.

Read the March 2020 Newsletter >

NewsLetter Highlights

Cyber Security – Breaches Happen Every Day. Learn How To Protect Your Firm
Health – How to Boost Your Immune System During an Outbreak
Silver Lining – CoronaVirus Guidance for Financial Advisors
Report – SEC 2020 Cyber Security & Data Report
Tips – Employees are Your Biggest Risk! 4 Tips for Safe ‘Work From Home’ Computing
Tech – The Earth’s Fastest Supercomputer vs.The CoronaVirus
Solution – Quick, Secure, Affordable Cyber Security Risk Reduction
Tech – Lacking the Tools to Effectively Work from Home?
History – The 1918 Philadelphia Parade Wasn’t Cancelled Due to Pandemic, the Results were Devastating.
Advice – Keeping Kids Safe Online During School Closure
CDC Feed – Information & Updates on the COVID-19 Pandemic
Solution – Already Suffered Ransomware? Try ITComplete with Guaranteed Ransomware Protection
Monthly Trivia Question – St Patrick’s Day & Corned Beef

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March 24, 2020

*Register Today! 20/20 vision: COVID-19 & Future outlook of high yield municipal bonds Web Seminar – March 25, 2 pm – 3pm, ET

There’s still time to register! | COVID-19 & future outlook of high yield muni bonds.
During this webinar, you’ll learn: • Why investors in search of alpha are increasingly turning towards high yield funds
• Factors around how growing demand is outpacing muni bond supply and driving down yields
• The risks and challenges in assessing future high yield muni bond performance This webinar is brought to you by Refinitiv and moderated by, John Hallacy, Contributing Editor,
The Bond Buyer.

Register today to join us.

Read More…

March 18, 2020

*SEC OCIE Releases Risk Mgmt, Cyber & Mobile Security Guidance

February 29, 2020

*Koch Industries Agrees to Acquire All of Infor

Remaining equity stake will be purchased from Golden Gate Capital

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, the investment and acquisition subsidiary of Koch Industries, Inc., has entered into a definitive agreement to acquire the remaining equity stake in Infor held by Golden Gate Capital. At the close of the transaction, Infor will become a standalone subsidiary of Koch Industries, and will continue to be operated by the company’s current management team from its headquarters in New York City.

In addition to being a key enterprise customer, Koch has been an investor in Infor since 2017. With the strength of its balance sheet and a AA corporate credit rating, Koch intends to quickly position Infor as one of the most well-capitalized companies in technology. Koch companies have made more than $26 billion in technology-related investments in the past six years, transforming a global portfolio of businesses spanning multiple industries.

“Koch’s decision to acquire Infor is a strong endorsement of our product strategy and focus on creating innovative solutions for our customers,” said Kevin Samuelson, CEO of Infor. “As a subsidiary of a $110 billion+ revenue company that re-invests 90% of earnings back into its businesses, we will be in the unique position to drive digital transformation in the markets we serve.

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

Read More…

February 27, 2020

*Newsletter – 2020 Wealth Management Trends, Koch Industries Acquires Infor, Social Privacy Tips, Building Better Passwords

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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NewsLetter Highlights

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?

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January 28, 2020

*Newsletter – SEC 2020 Exam Priorities, LIVE Compliance Webinar, Windows Support Deadlines, Custom Client Reporting

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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NewsLetter Highlights

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

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November 26, 2019

*Newsletter – SEC Honors Veterans, Growth & Operational Efficiency for Wealth Mgrs, Dreading Quarter/Year End Processing & Reporting

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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REQUEST A FREE REPORTING ANALYSIS TODAY! Read the November 2019 Newsletter >

NewsLetter Highlights

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

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ClientRep Cuts Quarter/Year End Reporting Effort & Time By Over 60%

 

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October 31, 2019

*Time-Saving Advisor Portal, Easy Client Reporting, FBI Cyber Tips & Most Wanted, Guide to Hacking a Bank

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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NewsLetter Highlights

Toolkit & Tips – National Cybersecurity Awareness Month 2019
Problem – Advisors are Wasting Too Much Time Looking for Information Instead of Acting on It!
Solution – UNAPEN Affinity™ SQL Data Repository for Advisors
Technology – 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!
Monthly Trivia Question – Can You Name This Famous 1983 Hacker Movie?

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Affinity™ Data Repository for Advisors

An Integrated Solution that Blends the Stability of Legacy Systems with the Power of Leading-Edge Tools!

One central portal to quickly find all client, prospect and 3rd party information.

 

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September 27, 2019

*Socially Responsible Investing, Refinitiv ESG Data, Disaster Recovery for Wealth Advisors

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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REQUEST A FREE SCAN TODAY! Read the September 2019 Newsletter >

NewsLetter Highlights

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?

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August 29, 2019

*ClientLogix CRM for HNWI, Institutional & SMA/UMA, Defend Against Cyber Attacks

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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REQUEST A FREE SCAN TODAY! Read the August 2019 Newsletter >

NewsLetter Highlights

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?

 

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July 31, 2019

*Smart Client Reporting, Cyber Security Impact, FINRA Compliance Tools

UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

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REQUEST INFO Read the July 2019 Newsletter >

NewsLetter Highlights

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

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