All ListsUNAPEN, Inc.

Reviews & Profile for UNAPEN, Inc.

   

5.0 | 5 verified reviews |

 
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Custom Software Solutions that help Investment/Wealth Mgmt firms grow assets, not overhead! Plus: ITComplete Managed IT Services protects any type & size of business with an affordable, comprehensive suite of IT Services, Cloud Backup, Disaster Recovery, Business Continuity & Cyber Security.

Services We Provide (11)

ComplianceCustomer Relationship ManagementMobile Application DevelopmentSoftware DevelopersSoftware DevelopmentApp DevelopmentBreach DetectionCloud ComputingUser Experience/User InterfaceWeb DevelopmentIT Managed Services

Business Overview

Small, Medium

B2B

National

Technologies We Support (4)

AWSMicrosoftMicrosoft BISQL

Industry Expertise (6)

AttorneysEducationFinanceIndustrialNon-ProfitStartups
Verified Reviewer
SVP Operations

5/5 | July 22, 2022

EDWARD C LONG, CFA
Principal

5/5 | July 22, 2022

Maryann Ott
Managing Director

5/5 | July 15, 2022

Verified Reviewer
SVP Operations

5/5 | July 22, 2022

EDWARD C LONG, CFA
Principal

5/5 | July 22, 2022

Maryann Ott
Managing Director

5/5 | July 15, 2022

Verified Reviewer
SVP Operations

5/5 | July 22, 2022


What Makes Us Different?

Since 1991, UNAPEN, Inc. has provided IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA business.
Our IT experts also specialize in Non-Profit Organizations, Educational Institutions, HealthCare and Manufacturing. 

UNAPEN is comprised of seasoned professionals whose expertise in the securities industry uniquely positions them to advise clients on the value of technology.  Our goal is to solidify and protect your IT infrastructure, enhance cyber security, streamline operations and workflow, centralize data, and automate highly complex manual tasks to make your firm more successful and competitive. 

UNAPEN is a Gold Certified Microsoft Partner.

Our solutions fall into these: categories:

• Strategic Process Consulting
• Custom Client Statements, Meeting Packages & Mgmt Reporting
• Custom Software Development - Applications & Interfaces - On-Premise, Web & Mobile
• Create/Upgrade Custom Excel, Power Apps, Power BI, MS Access, SQL Server, & .NET Applications
• Streamlining & Automating Operations Workflows
• Pricing & Reference Data Interfaces for SS&C Advent Axys & APX 
• CRM for Investment Advisers, Wealth Mgrs, Family Offices, Banking
• Data Warehousing & Data Aggregation
• Affinity SQL Data Repository for Advisors
• Business Intelligence & Business Mgmt Tools
• Digital Transformation & Cloud Migration
• IT Services
• Cloud & Local Backup, Disaster Recovery & Business Continuity
• CyberSecurity - Advanced Network Analysis & Security Threat Reporting
• CyberSecurity - Dark Web Monitoring & Alerts on Compromised Employee Credentials
• CyberSecurity - Employee CyberSecurity Awareness Training
• Ransomware Protection

As a service provider & partner in your success, UNAPEN brings to bear a unique skill set comprised of in-depth business knowledge specific to asset management, combined with unparalleled technological expertise & service delivery capability.