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Complex Business Simplified

ClientLogix is a Client Relationship & Business Management solution that simplifies the daily challenges of Investment Advisors, Wealth Managers, & Family Offices

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Find out more about ClientLogix from the industry experts at UNAPEN

Whether You Manage $1 billion or $100 billion, ClientLogix CRM Delivers!

Don't be forced into adapting your business to fit your CRM.  ClientLogix is personalized for each employee to maximize efficiency and user adoption.

ClientLogix also empowers your Compliance Team with the right tools.
In order to keep up with the changing regulatory landscape, firms need to have the resources and technological framework in place to build compliance practices into their everyday workflow.

Combining Teamwork and Product Flexibility to Tackle Big Tasks Across the Firm – All Within a Single Solution!

Anchor Capital Advisors, Dan Carr, UNAPEN, ClientLogix, CRM, Advent APX CRM, ClientLogix APX CRM


"ClientLogix has allowed us to marry our account-level managed account data with our sales and marketing efforts. ClientLogix is the tool that enables us to easily organize and maintain roughly 25,000 accounts across 17 sponsor firms and countless financial advisors.  ClientLogix has also allowed us to house data from APX and our 3 distinct divisions in one place for the first time.

We’ve also had an excellent experience working together with the team at UNAPEN to create solutions. When we find something that “would work better like this” or “maybe we could try it like that” UNAPEN is always available to talk through issues and offer ideas. There is no cumbersome formal process for enhancements or changes, just person to person conversation and resolution.

I only have positive things to say based on my experiences and I have found UNAPEN extremely easy to work with. I think that when it comes to technology, it is often difficult for those with advanced knowledge to effectively communicate with someone not as familiar or just learning.  In my experience, everyone at UNAPEN is very good at simplifying the task at hand and exhibiting a good deal of patience working through problems.”

- Dan Carr, VP, Internal Wholesaler, ANCHOR CAPITAL ADVISORS, LLC

ClientLogix Positions Your Firm for the Next Stage of Asset Growth!

Enterprise CRM & Business Management for Advisors

ClientLogix Adapts to the Way YOU do Business!

Private Client/Institutional


One solution that is built to handle the very distinct differences  in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business

Portfolio Accounting Integration

One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with bi-directional interface to many portfolio accounting systems, plus flexible import from  sponsor platforms

CRM Inside of Outlook

Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more

Anywhere Access:

Power Desktop/Web/Mobile Client & Xbar

One license allows users access via all 4 so they can work how and where they want 

Download Infor CRM Mobile.pdf

Proactive Compliance Monitoring & Alerts

There's no way to track everything manually, automated alerts and reports tell you when and where to look


Read more about ClientLogix Compliance

User-Configurable Dashboards & Grids

User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices

Social Media Integration

Insight into social interaction helps drive client relationships and referrals


Telephony Integration

Know who's calling and have their account information up before you even answer the phone for first class client service

ClientLogix Featured Modules

ClientLogix Empowers Your Whole Team with the Right Tools!

Compliance Tools, Monitoring & Alerts

In order to keep up with the changing regulatory landscape, firms need to have the resources and technological framework in place to build compliance practices into their everyday workflow.

Integrating Marketing Automation Solutions

Unleash the marketing automation solution that's right for your firm, your goals and your budget to help drive AUM growth without adding to staff.

CRM Customizable to Meet Our Current Needs and Workflows, Supported by a Knowledgeable Team to Help Us Evolve!



"The biggest advantage ClientLogix delivers to our firm is the ability to customize the interface. As our internal needs change, we can have the CRM modified as necessary, this allows the CRM to grow and evolve along with our firm.

It is nice that the UNAPEN team members have stayed so consistent.  It’s a great comfort to know that everyone there is knowledgeable about our firm and knows the individual customizations we have deployed through the years.

In my opinion, ClientLogix makes the most sense for those firms who need their Advent portfolio information accessible through their CRM, and also have nuanced workflows where customized data capture becomes critical to their processes.”

- Director of Operations, Wealth Mgmt firm in Utah

ClientLogix CRM Videos


CRM Inside of Microsoft Outlook!

(90 seconds)

Infor CRM Overview!

Work Anywhere!

(2 minutes)



Tired of Searching for Information?

ClientLogix™ turns complex data located across multiple disparate systems into business insight in one centralized portal.  What used to take hours or days to figure out can now be done in minutes using a straightforward and easy-to-use dashboard interface that is extraordinarily powerful and flexible.

Built on the world-renown Infor CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services...


"There was a lot of customization needed for at a considerable cost relative to the ClientLogix solution to get the result I needed."

“We've been using the ClientLogix software as our sales/marketing CRM. It integrates the three major channels we focus on for our marketing efforts as well as giving us the ability to breakout certain channels for custom marketing campaigns.

It has clearly given us a platform upon which our daily business activities can be recorded, tracked, and reported in a concise and user friendly manner."

- Vice President, Director of Marketing, Investment Management firm in Boston



Free eBook

Make CRM Stick

UNAPEN & Infor (the third largest private technology company in the world) define 8 ways to make sure that your CRM solution makes the greatest possible impact on your firm's success and growth.

Blending the 25 years of Financial Services expertise at UNAPEN with the modern and flexible Infor CRM platform results in ClientLogix, an enterprise CRM solution specifically designed for Financial Services.

CRM Mobile - a Rich, Flexible User Experience Without the Learning Curve!

Easy to learn and use, Infor CRM Mobile has an attractive, task-oriented user interface that’s been designed to put detailed customer information at your fingertips and enable you to perform key actions quickly. Interaction with native device functions such as mapping, dialing, and email further streamlines the user experience. Infor CRM Mobile is optimized for use on today’s smartphones and tablets, can be easily customized and configured.

Infor CRM Mobile
Infor CRM Mobile - Work How and Where You Want

Alleviate the pain and frustration of users trying to find critical information.  Now anyone from executive management, client service, business development, portfolio management, compliance, marketing and operations personnel can access the information they need, when and where they need it.

ClientLogix relieves the burden on IT and Operations personnel by enabling users to self-serve their business information needs, in the office and on the road with our mobility solution that supports HTML5 devices like iPhone, iPad, and Android .

UNAPEN, CRM, ClientLogix CRM

CRM Designed for Asset Management

With ClientLogix, you can see and act on client & portfolio data in one application. ClientLogix allows you to control all aspects of the portfolio life cycle process, as well as enabling you to comprehensively track communications, business generation, producers, performance & marketing effectiveness.

UNAPEN can also integrate ClientLogix with your Trading system, Billing system, Document Imaging Technology, MMD and Nelson’s or other industry data providers for an even more holistic view of the information you need to effectively manage your firm and increase client satisfaction.

From investment performance and client reporting to compliance and sales tracking,

ClientLogix extends the power of Infor CRM, tailoring the system for:

Investment Advisors,

Wealth Managers,

Single and Multi-Family Offices,

Private Equity Firms,

Hedge Funds and Fund of Funds,

Bank & Trusts.


       Check out the following case study:

          Case Study: "10 Ways to Ensure Successful Implementation & User Adoption of a CRM."


       and related blog articles:

          5 Keys to Success – CRM Implementations for an RIA

          What Can RIAs Expect from a System Conversion? – Part 1

          What Can RIAs Expect from a System Conversion? – Part 2


Unlock the Potential with ClientLogix CRM Today!

Call UNAPEN, Inc.


Request More Information


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