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UNAPEN specializes in offering development, consulting and networking solutions targeted at asset managers working with the following types of business:

Institutional Hedge Funds
Separately Managed Mutual Funds
High Net Worth Overlay Managers

Every business need in Financial Services has its own set of unique characteristics. That is why the first UNAPEN individual you will meet is one of our seasoned Business Analysts. After conducting a preliminary assessment we select and tailor a project model that best suits the nature of the engagement. Our solutions range from simple custom reports to complex billing systems, workflow automation, portfolio optimization, data warehousing and numerous interfaces to major data providers and portfolio accounting systems.

You will be assigned one of our Project Managers from within our Project Office. We will leverage industry proven best practices throughout the project lifecycle. Every activity is tracked, risks are mitigated, and critical path items are identified. We will bring to bear professionals and their specialized core competencies for each phase of the project. And most important will achieve agreed upon success criteria.

We are committed to your complete success and want to be your partner as you face the challenges inherent in your operation. Let us empower you and free you to focus on what is important—the future.

Reduce risk by leveraging UNAPEN's financial services expertise and best practices.
Enhance your operation through partnership and knowledge transfer.
Achieve a quantifiable ROI from our business software, solutions and professionals.

Download a PDF of the UNAPEN Project Model

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