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  Portfolio Accounting System Selection & Implementation

Over the past 15 years, UNAPEN has been a steadfast source of up-to-the minute information for clients making difficult platform transition decisions. Many complicating factors go into changing a Portfolio Accounting System. Conversions entail many details such as performance reporting, back office automation, client statements, interfaces with other systems, remote access, and more.

We want to help you make a smooth transition in this important decision and endeavor. UNAPEN has a 100% success rate in selecting and migrating our clients across all major portfolio accounting systems, including Advent ®, CheckFree ®, SunGard ®, INDATA ®, Princeton Financial ®, Schwab Performance Technologies ®, Albridge ®, and Thomson Financial ®. These projects have been complex and extensive, with almost every business unit of the client involved in the process.

Our intimate knowledge of technology, asset management, contemporary software vendors, and industry trends makes us a sage guide for firms that are considering portfolio accounting system selection and implementation projects.