One Business Partner
Many Technology Solutions

Designed Specifically
for Financial Services

Client Relationship Management
  A business intelligence portal supporting the client and
  portfolio lifecycle

Reporting Automation & Custom Reporting
  Holistic reporting for both clients and executive management

Business Continuity
Planning, site design and hosting

Managed IT Services
Multi-level service options to remotely monitor and maintain your critical systems

Custom Development & Interfaces
Automate data flows & centralize in a data repository, then leverage that information in a customized solution

Strategic Consulting
Starting a new firm or restructuring your existing firm for growth and efficiency

UNAPEN Promotes Robert Harriss to Application Services Manager Advent Users Group Spotlights UNAPEN for the Month of April 2011 Has Your Firm Outgrown Simple Contact Management? UNAPEN is Offering Discounts on Upgrades from Basic Contact Management UNAPEN Client uses ClientLogix™ as a Central Element of a Business Intelligence Platform Washington Trust Commences Second Phase of New Business Intelligence Platform Rollout UNAPEN Extends Advanced Client Reporting Technology to Smaller Advisors with ClientRepLite Boost Client Retention and Growth with New Release of UNAPEN product ClientLogix™ 4.0 MORE NEWS