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UNAPEN, Inc.

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Overview

Since 1991, UNAPEN, Inc. has provided IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA business, as well as Non-Profit Organizations and Educational Institutions.

UNAPEN is comprised of seasoned professionals whose expertise in the securities industry uniquely positions them to advise clients on the value of technology. Our goal is to solidify and protect your IT infrastructure, enhance cyber security, streamline operations and workflow, centralize data, and automate highly complex manual tasks to make your firm more successful and competitive.

Our solutions fall into the following categories:

• Strategic Process Consulting

• Custom Client Statements, Meeting Packages & Management Reporting

• Custom Software Development - Applications & Interfaces - On-Premise, Web & Mobile

• Create/Upgrade Custom Excel, Power Apps, Power BI, MS Access, SQL Server, & .NET Applications

• Streamlining & Automating Operations Workflows

• Pricing & Reference Data Interfaces for Advent Axys & APX

• CRM for Investment Advisers, Wealth Mgrs, Family Offices, Banking

• CRM Sales Intelligence & Predictive Analytics

• Data Warehousing & Data Aggregation

• Affinity SQL Data Repository for Advisors

• Business Intelligence & Business Management Tools

• Digital Transformation & Cloud Migration

• Outsourced IT Services

• Data Backup, Disaster Recovery & Business Continuity Planning & Site

• CyberSecurity - Advanced Network Analysis & Security Threat Reporting

• CyberSecurity - Dark Web Monitoring & Alerts on Compromised Employee Credentials

• CyberSecurity - Employee CyberSecurity Awareness Training

• Ransomware Protection

As a service provider and partner in your success, UNAPEN brings to bear a unique skill set comprised of in-depth business knowledge specific to asset management, combined with unparalleled technological expertise and service delivery capability.

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