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Client Profile
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Client Profile
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UNAPEN provides strategic consulting, workflow automation, custom solutions, products, and technology & operational services to asset management firms. |
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Our clients are Registered Investment Advisors and Broker Dealers ranging in Assets Under Management from $100 million to $100 billion. |
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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. |
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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. |
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UNAPEN has employees and consultants located in 8 states servicing clients nationally. |
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