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UNAPEN Extends Advanced Client Reporting Technology to Smaller Advisors with ClientRepLite
Wallingford, CT: June 1, 2009—UNAPEN, Inc. announces the release of ClientRepLite 3.8. ClientRepLite offers the same caliber of impressive graphical client statements, meeting packages and internal management reporting as UNAPEN’s full reporting product, ClientRep, at a price point that is affordable for smaller advisory firms. The gallery of reports included with the product allows firms to get up and running quickly, reduce costs and workload, and provide comprehensive wealth reporting from multiple data sources.
David Gemma, Managing Director at UNAPEN, says, “We typically begin to see advisors come to us for a reporting solution as they cross the $250 million under management mark. These wealth advisors and family offices have either outgrown the base reports from their portfolio accounting system or have simply become over-burdened by their manual reporting process, which can easily take over a month to complete as they cobble data together.”
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Version 3.8 was specifically designed to help smaller advisors achieve higher client communication standards in order to compete with their larger competitors in attracting and retaining clients. ClientRepLite quickly produces professional looking reports via paper statements or electronic delivery to a secure website that will truly impress ultra high net worth clientele.
David Hausler, Product Manager, says, “Since we have migrated ClientRepLite to the same platform as ClientRep, there is a smooth and simple upgrade path to the full version of the product at any point, ensuring that it is a good investment for your business both today and in the future.” Now, advisors can choose a reporting solution that fits their current level of reporting needs and know that their system will not only help them grow their business, but also will scale and adapt with them over time.
ClientRep and ClientRepLite both automate the integration of information from portfolio accounting systems such as Advent Axys® and Schwab Performance Technologies PortfolioCenter®, client relationship management systems such as Sage SalesLogix® or Act! 4 Advisors®, Microsoft Office documents and spreadsheets, investment policy statements, and any other third party data providers such as Morningstar, Thomson Reuters, or QuickBooks. Reports can be used out-of-the-box or customized to your exact needs.
About UNAPEN
UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting. Please contact David Gemma at (203) 269-6111 or sales@unapen.com for more information.
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