Press Room
Principals of UNAPEN are available for interviews, articles or speaking engagements. Send requests to media@unapen.com.
UUNAPEN CEO to speak at Redi2 2008 Annual Client Conference in Florida
UNAPEN CEO will discuss “Ride the Tide: Shoring up your Firm’s Finances with Best-in-Class Fee Billing” from November 20–22, 2008.
UNAPEN CFO to Speak at the Holy Cross Women in Business Conference
Joan Walker will join fellow alumnae to discuss strategies that help women succeed in business.
Advent Users Group Spotlights UNAPEN for the Month of June 2008
UNAPEN products, services & solutions for the Advent community—highlights plus client testimonials.
Ferguson Wellman Capital Management Navigates CRM Maze—Selects ClientLogix™ by UNAPEN
Sees ClientLogix as a single solution for both individual/family wealth management and institutional business.
Asset Managers Rate UNAPEN’s ITComplete a “Buy”
UNAPEN, Inc. announces the nationwide launch of its second generation suite of remote managed IT services, ITComplete™.
Sage SalesLogix Receives SearchCRM.com 2007 Product of the Year Award In CRM Suite—SMB Category
Judges recognize Sage SalesLogix for distancing itself from competitors with functionality, ease of use, innovation, and value.
UNAPEN CEO to Speak on Two Panels at Third Annual Managed Accounts Conference
UNAPEN CEO will address “SMAs, UMAs and Beyond: Understanding the Latest Developments in the Managed Accounts Industry” on January 22, 2008 in New York City.
UNAPEN CEO to Co-Chair the 2007 Wealth Management Technology & Operations Summit
Joseph Walker will illuminate how trends in technology and business processes are providing a critical, competitive edge to visionary wealth managers allowing them to win and retain clients in Las Vegas on November 15th & 16th, 2007.
UNAPEN Announces Its Membership in the Microsoft Gold Certified Partner Program
A combination of customer satisfaction and competence in Microsoft technologies for business solutions.
The Rise, Fall, and Resuscitation of CRM By Brian Kish
Don’t Let History Repeat Itself.
CRM: The UNAPEN Strategy By Brian Kish
A Best-of-Breed Approach.
UNAPEN Releases Next Generation of Client Relationship Management Software, ClientLogix™ 3.6
By Valerie Solli
ClientLogix™ 3.6 introduces dashboard technology, mobile capabilities, improved Portfolio Accounting System integration, and greater user-customization.
SMA Pioneer Joins Board of Directors By David Gemma
Jamie Waller, founder of Security APL (CheckFree Investment Systems), has joined the UNAPEN Board of Directors. He joins Vincent LePore as an outside director of the firm.
Retirement, Boomers and Systems By Joseph Walker
TowerGroup predicts massive retooling of Back Office will be required.
Are Smart Phones The Right Choice For Your Practice? By David L. Lawrence
A communications system that fits in your hand.
Sage Software Announces New Sage CRM SalesLogix Marketing Capabilities
Full-scale marketing tools designed to shorten sales cycles by capturing and managing leads, segmenting customer groups and coordinating campaign resources.
Forrester's SFA Wave Reveals Changing Tides
Sage CRM SalesLogix is listed as a leader in both the midmarket and small business categories; analyst says this market will continue to merge its deployment models. By Colin Beasty, Editorial Assistant, CRM Magazine Copyright 2004, CRM magazine/destinationCRM.com
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