Solution Suite for Financial Services

Our products are tailored to boost profitability, improve employee productivity, streamline internal systems and increase client satisfaction.

Working Together to Help You Work Smarter

Affinity SQL Data Repository - The Operational Platform for Savvy Advisors

The hub for all Advisor data that turns disparate data into Business Insight


Affinity Data Repository for Advisors™ is a centralized SQL data hub that helps your firm streamline operations, reduce workload & overhead, & drive scalable growth.


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Now APX & Axys Users Have a Choice in Data Vendors

PriceFusion™ is an automated data bridge between Refinitiv DataScope Select and Advent Portfolio Exchange® (APX) and Advent Axys®, delivering high quality data at highly competitive price points and eliminating surprises in your monthly data costs.

The type and frequency of data updates are very flexible, reliable and the ability to pre-schedule all your data updates makes the whole process effortless.

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Client Data at Your Fingertips

UNAPEN ClientLogix Financial SoftwareClientLogix™ CRM and Business Intelligence solution for investment/wealth managers enables your firm to grow assets, minimize overhead and improve client service to provide you with a competitive edge.

We start by aggregating portfolio data with other key data sources, streamlining operational workflows across your entire organization to help your employees work as a unified team.

Then we provide easy access to that information using modern CRM, Business Intelligence and Dashboard/Reporting tools all within a single, centralized portal.


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Mass Production of Client Reporting with Personalization

UNAPEN ClientLogix Financial SoftwareClientRep™ Portfolio Reporting solution integrates and incorporates data from multiple sources, then automatically creates client statements, meeting packages and internal management reports that look like they were produced by a dedicated marketing and graphics team—all this in a fraction of the time it used to take.

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Business Intelligence with Power BI

UNAPEN ClientLogix Financial SoftwarePower BI is a set of business analytics tools designed to provide insight into your Advisory firm

Data visualizations provide a quick and intuitive way to analyze information and share insights to create a cohesive team across Executive Management, Client Service, Operations, Business Development, Compliance, Billing and more!

Proactively monitor your firm and get answers quickly with enriched dashboards available on every device.


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Custom Client Solutions

UNAPEN Custom Financial SoftwareOur first choice is always to find you the most cost effective pre-built options. However, when your business needs more, our Analysts and Project Managers are here to help build you the best platform for your needs.
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Business Consulting

UNAPEN Business ConsultingSenior Business Analysts at UNAPEN can partner with you to ensure your Portfolio Accounting or Trading System is the right application for your business.
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Unlock the Potential with UNAPEN Software Solutions!

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