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   ClientLogix

   ClientRep

  UNAPEN Product Suite

UNAPEN's products work independently or together to help you boost profitability
and increase employee and client satisfaction in all areas of your business.

  UNAPEN's Products: Working Together to help you Work Smarter.

ClientLogix is a CRM system tailored for financial services. Built on Sage SalesLogix®, it consolidates your portfolio accounting data and other critical information with your client relationship management to create a business intelligence platform for your industry.

ClientRep automates the production of your client statements by integrating your portfolio accounting system and other data sources. It also allows you to create professional, graphical reports that your clients will understand and appreciate.

Implementing ClientLogix and ClientRep side by side streamlines operations by bringing all of your information into a central database and allowing access to that data from both products.

ITComplete™, UNAPEN's managed IT services solution, has a product level that comes bundled with both ClientLogix and ClientRep. This level provides remote monitoring to proactively support and maintain the servers and hardware used with UNAPEN products.

For information on ITComplete as a managed IT services solution for your office, click here.