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   ClientLogix

   ClientRep

  ClientLogix — Client Relationship Management (CRM)

  The true value of CRM comes when it is tailored for your industry.

  A CRM designed for you and your industry makes your job easier.

Built on top of the world-renown Sage SalesLogix® CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services.

CLIENTLOGIX integrates SalesLogix with portfolio accounting packages such as Advent AXYS® and APX®, Schwab PortfolioCenter®, Thomson Financial PORTIA®, CheckFree APL® and others. Individual, institutional and fund portfolios can be reviewed, tracked and acted on directly from within the CRM.

  With ClientLogix, you can see and act on customer & portfolio data in one application.

ClientLogix allows you to control all aspects of the portfolio life cycle process. When you can view asset classes, ROR, market values, holdings & transactions alongside client information, you are able to comprehensively track communications, business generation, producers, performance & marketing effectiveness. UNAPEN can also integrate ClientLogix with your document imaging technology, MMD and Nelson’s or other industry data providers for an even more holistic view of the information you need to effectively manage your firm.

  From investment performance and client reporting to
  compliance and sales tracking, ClientLogix extends the
  power of SalesLogix, tailoring the system for investment
  advisors, wealth managers, institutional managers and bank
  and trusts.

For more information about SalesLogix, click here.

  KnowledgeSync

Management, clients, staff in research, portfolio-management, operations and client service need to be kept in the loop when critical, time-sensitive information comes to light.

  KnowledgeSync is a “Business Activity Monitoring” application that automatically monitors
  business information for critical, time-sensitive conditions of data across an organization
  and to respond to those conditions in a timely and intelligent manner.

KnowledgeSync monitors ClientLogix and other software applications for critical, time-sensitive business “events.” Once an event is detected, alert messages are sent out to users, clients, and business partners. KnowledgeSync also monitors select e-mail accounts for important incoming messages. Once an e-mail is identified, an automated response is sent to the sender of the message, and the appropriate members of your staff are alerted. These alerts can be sent via e-mail, fax, pager, PDA, cellular phone, and/or web browser. KnowledgeSync also updates the underlying applications with the details of the event and updates the underlying client record with the content of the incoming mail message.

KnowledgeSync automatically generates and distributes Crystal Reports on a scheduled, “data-triggered” or on-request basis. Reports can be distributed via e-mail, fax, FTP, and web browser.

For more information about KnowledgeSync, click here.