Reviews & Profile for UNAPEN, Inc.
4.9 | 7 verified reviews |
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Services We Provide (16)
Business Overview
Small, Medium
B2B
International
Technologies We Support (4)
Industry Expertise (7)
Managing Director
5/5 | July 15, 2022
Working with UNAPEN has been a total pleasure. Anytime I need IT help or advice, I pick up the phone and within minutes they are solving my problem. They are super responsive and super knowledgeable. When my organization needed cyber insurance and was considering an increase in cyber security services, UNAPEN helped fill out questionnaires, gave me quotes, explained services and options, and supported me in making the right decisions cost-wise and service-wise. There was never a hard sell. Amazingly, everyone there is always in a good mood and eager to be helpful!
Operations Manager
5/5 | August 2, 2022
We are very happy with the service we receive from UNAPEN! They are very proactive - more than anyone else we worked with in the past! We really appreciate how they look out for their clients and are always there when we need them!
Senior Managing Director
5/5 | August 9, 2022
We have been with Unapen for over a decade and the team never fails to help us. Not only are they quick at rectifying problems with our computers, but they are on top of issues like cybersecurity threats. When we need to acquire additional equipment they are very helpful in advising us on the best equipment for our needs and where to find the best prices. Also, management is always available to discuss any issues. I receive frequent invitations to switch firms but I can't think why I would.
Managing Director
5/5 | July 15, 2022
Working with UNAPEN has been a total pleasure. Anytime I need IT help or advice, I pick up the phone and within minutes they are solving my problem. They are super responsive and super knowledgeable. When my organization needed cyber insurance and was considering an increase in cyber security services, UNAPEN helped fill out questionnaires, gave me quotes, explained services and options, and supported me in making the right decisions cost-wise and service-wise. There was never a hard sell. Amazingly, everyone there is always in a good mood and eager to be helpful!
Operations Manager
5/5 | August 2, 2022
We are very happy with the service we receive from UNAPEN! They are very proactive - more than anyone else we worked with in the past! We really appreciate how they look out for their clients and are always there when we need them!
Senior Managing Director
5/5 | August 9, 2022
We have been with Unapen for over a decade and the team never fails to help us. Not only are they quick at rectifying problems with our computers, but they are on top of issues like cybersecurity threats. When we need to acquire additional equipment they are very helpful in advising us on the best equipment for our needs and where to find the best prices. Also, management is always available to discuss any issues. I receive frequent invitations to switch firms but I can't think why I would.
Managing Director
5/5 | July 15, 2022
Working with UNAPEN has been a total pleasure. Anytime I need IT help or advice, I pick up the phone and within minutes they are solving my problem. They are super responsive and super knowledgeable. When my organization needed cyber insurance and was considering an increase in cyber security services, UNAPEN helped fill out questionnaires, gave me quotes, explained services and options, and supported me in making the right decisions cost-wise and service-wise. There was never a hard sell. Amazingly, everyone there is always in a good mood and eager to be helpful!
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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, and a diverse set of small & midsize businesses.
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.