Tag: Joseph Walker

May 3, 2017 David Gemma

CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.

April 28, 2011 UPAdmin

UNAPEN announced today the appointment of Robert Harriss to the position of Application Services Manager. Mr. Harriss will be responsible for overseeing all aspects of the Application Services group that provides code construction, unit testing and release processes for custom development, R&D and release-based software products.

March 31, 2011 UPAdmin

UNAPEN was selected by the Advent Users Group as the sponsor spotlight for the month of April in order to help inform and educate their 300+ member firms about solution providers that focus on Advent platforms.