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  Client Profile

UNAPEN provides strategic consulting, workflow automation, custom solutions, products, and technology & operational services to asset management firms.
Our clients are Registered Investment Advisors and Broker Dealers ranging in Assets Under Management from $100 million to $100 billion.
UNAPEN has extensive expertise supporting and converting the following portfolio accounting systems: Advent AXYS, Schwab PortfolioCenter, Thomson Financial PORTIA, CheckFree (APL & GIM II), INDATA I.M.S., Princeton Financial PAM and SunGard PORT.
UNAPEN specialists work in all areas of asset management firms that work with Institutional, High Net Worth Individual, Separately Managed Accounts, Hedge Funds and Mutual Funds.
UNAPEN has employees and consultants located in 8 states servicing clients nationally.
           
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©2008 UNAPEN, Inc. • 2 Barnes Industrial Road South • Wallingford, CT 06492 • Sales: (203) 269-6111 • Main: (203) 269-2111