Tag: crm investment management

April 9, 2012 UNAPEN Desk

What’s a UNAPEN? Strategic Consulting, IT Services and Software Solutions for investment management firms.

February 6, 2012 UPAdmin

UNAPEN products help you work smarter to drive growth, foster teamwork, increase profitability and ensure client satisfaction.

– ClientLogix – CRM & Mobility for Investment Advisors
– ClientRep – Client & Mgmt Reporting
– Business Automation