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  Custom Development

Sometimes your unique business needs require a solution that hasn't been built yet, or one that will be better suited for your firm if it is constructed according to your requirements. Because we are experts in the technology and financial services industries, we know how to help you identify your needs and then build an application or customize your existing systems in order to address those needs.

Our first choice will always be to try to help you to find the right buy-option to meet your business requirements. If your situation calls for a custom solution, we work with you to keep your solution as simple as possible so that it can be completed in a timely and cost-sensitive environment.

Our Business Analysts and Project Managers will work with your firm to precisely define the requirements of your custom project so that the scope of the project, the budget for the work and the timeframe of completion are realistic and acceptable to everyone. We can build applications from scratch or build onto some of your existing software to integrate information or automate tasks so you can run your firm the way you want.

Once your project is underway, quality assurance becomes extremely important. Analysts at UNAPEN will work with employees in your firm to test our solutions every step of the way to ensure all pieces of the project work the way they were designed before being released to production in your firm.

  Business Consulting

Firms are constantly striving to run their operations as efficiently and effectively as possible. Sometimes, an outside pair of eyes that has the knowledge and background to objectively look at your operations and spot inefficiencies can be extremely beneficial if you are trying to tighten your budget, comply with compliance regulations more closely, or reduce stress on your staff.

Senior Business Analysts at UNAPEN can also look at your technology to suggest ways to automate your processes to save time spent on daily tasks. Automated processes are also an effective way to increase security measures and comply with SEC regulations as there is less room for human error.

  System Selection and Implementation

Deciding which Portfolio Accounting or Trading System to implement in your firm is a decision that affects your front and back offices, management and your clients. For as long as we have been in business, we have been instrumental in helping firms select and migrate to new systems and we have successfully implemented the most widely used portfolio accounting systems across our diverse client base.

Choosing the wrong system for your firm can be detrimental to your business operations and your budget in the long run. However, it is easy to be misled or to miss a product’s shortcomings during a flashy sales demo. Everyone's business needs are different, so how do you make sure you make the right choice for your firm? Our expertise in technology, financial services, other software vendors and industry trends makes us a valuable partner for firms considering migrating to or implementing a new system.