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
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
Protect your data and maintain your critical systems. With UNAPEN, you can take the stress out of running your IT systems. The ITComplete Suite consists of the following:
– Managed IT Services
– Business Continuity & Disaster Recovery
– CyberSecurity
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.
Our Financial Services and Technology professionals truly know your business, industry and the infrastructure you depend on.
– Strategic Business Consulting
– Process Consulting
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the Financial Services Industry.
Who is minding your IT store? UNAPEN’s managed IT services is the answer you have been searching for.
UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™
For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.
UNAPEN hosting the Advent Users Group meeting in San Francisco, showing members how to get the most value from their Advent Axys and APX products.
Washington Trust Wealth Management announces enterprise rollout of UNAPEN’s ClientLogix CRM integrated with Advent APX. Smartleaf’s portfolio rebalancing and Concord Wealth Management’s investment platform to drive asset growth.
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.
UNAPEN CEO Joe Walker addresses billing standards and practices in the investment management industry at the Redi2 conference in Coral Gables, FL.
UNAPEN CFO Joan Walker speaking at Holy Cross Women in Business Conference about successfully starting and running your own business.
ITComplete is a Managed IT services offering from UNAPEN to help investment management and wealth management firms save money on IT costs.
Mr. Walker will share contemporary insight on how the successful mix of technology and business processes are elevating forward-thinking wealth managers above the rest in the competition for new clients and increasing client retention.
UNAPEN CEO Joe Walker predicts a substantial economic mandate that will demand that most of the service agents in financial services implement a modern set of business practices – a mix of operational workflow, information management standards and systems architecture – that will allow a cost-effective business model for servicing a huge volume of very discerning customers (baby boomers).
UNAPEN announces the availability of ITComplete – remotely managed IT service model – for Financial Services industry.
UNAPEN CEO Joe Walker will speak at the FRA Annual Managed Accounts Technology & Operations Summit in Coral Gables, FL. about streamlining workflow in the SMA industry.
UNAPEN CEO Joe Walker directing discussion on SMA Compliance in Boston. Focus will be on key compliance and regulatory issues affecting the SMA market including SEC oversight and audits, trade rotation, best execution and outsourcing back office functions.
Brian Kish of UNAPEN orchestrates a 1,500 mile trip to deliver 95,000 pounds relief supplies from CT to battered Hurricane Katrina victims in Bayou La Batre, AL.
UNAPEN showing MMI attendees how ClientLogix CRM can improve SMA/UMA distribution channel management, sales tracking and relationship management.
UNAPEN co-sponsoring SMA seminars by 3C Financial Partners in 6 cities across the USA this June.
Joe Walker discusses best practices and technology solutions/trends for Institutional client reporting as well as SMA Sales, Marketing and Administration at the New York FRA Tech-Ops conference.