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:
• Outsourced IT Services
• Disaster Recovery
• Cyber Security
• Pricing & Reference Data Interfaces for Advent Axys & APX
• Custom Client Reporting
• CRM for Wealth Mgmt
• Advisor Data Aggregation/Repository
• Custom Development & Interfaces
• BI & Dashboards