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  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

Wallingford, CT: May 23, 2008—UNAPEN, Inc. today announced that Ferguson Wellman Capital Management, a privately owned investment advisory firm based in Portland, Oregon has selected ClientLogix™ as its client relationship management platform. ClientLogix is the most comprehensive CRM in the asset management industry, easily adapting to the diverse needs of each business unit inside firms managing individual and/or institutional client assets.

Ferguson Wellman’s COO Steve Holwerda views ClientLogix as a critical tool that exemplifies his firm’s overall mission: “One of our firm’s long-standing core values is ‘Advocate innovation and manage change’—when we did our due diligence on ClientLogix, we saw an opportunity to embody that value to make our firm even better.”

Joe Walker, UNAPEN’s CEO, agrees that the value of an effective CRM in Financial Services extends far beyond standard client relationship management. “ClientLogix truly empowers asset managers by creating a single access point for all client, portfolio accounting and relationship information. The operational benefits and revenue-generating potential of this platform are unparalleled in today’s CRM marketplace.”

“We found ourselves being bottlenecked and stymied with our former CRM. We need true, configurable CRM functionality, putting the power and the data in the hands of our people, and giving us dashboards to guide our business processes as we continue to grow and evolve,” added Shawn Swagerty, Ferguson Wellman’s Director of Information Systems. “After evaluating our incumbent vendor's solutions and a dozen CRMs, we chose ClientLogix—it was simply the best fit.”

UNAPEN’s Managing Director/CMO David Gemma states that “Ferguson Wellman was an ideal match for ClientLogix because the firm runs multiple lines of business. ClientLogix centralizes and harnesses information about your firm and your clients at every level, providing a new way of dynamically presenting and pushing knowledge out to people, instead of making them go search for it.”

Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm, established in the Pacific Northwest. With more than 495 clients, the firm manages $2.6 billion in assets for institutions and families with portfolios of $2 million or more.

UNAPEN, Inc. has provided products, services, solutions and executive level consultation for asset managers since its inception in 1991.

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