UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting and Custom Software solutions as well as Outsourced IT, Business Continuity, Disaster Recovery and Cyber Security services to the financial services Industry. Our team of investment and technology professionals has developed applications and solutions that enable our clients to run their businesses more efficiently, serve their clients more effectively and follow compliance regulations more closely. Since 1991, we have provided quality services, solutions and products that make our clients more competitive and successful.
We serve the following financial services firms: - Wealth Managers - Family Offices - Bank & Trusts - Institutional Managers - Hedge Funds - Fund of Funds - Private Equity
Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial... Read More
InteliClear is a flexible system designed specifically to meet a variety of needs for the Wall Street brokerage community. InteliClear was developed to provide an efficient trade processing lifecycle. Its architecture incorporates years of technology expertise and operations know-how making... Read More
InvestorPortaLPro™ is an investor portal used for reporting data and documents to investors of alternative investment asset managers. The product is hosted in the cloud as a software as a service (SaaS) used by investors to view, download, and share their information related to an investment in...
The ClientRep portfolio reporting solution seamlessly integrates and incorporates data from multiple sources, then automatically creates complete client statements that look like they were produced by a dedicated marketing and graphics team – but in a fraction of the time. Professional and... Read more
ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services. Read more
UNAPEN’s ITComplete takes the stress and expense out of managing your IT. With any one of ITComplete’s remotely managed IT services packages, you can run your business every day knowing that your technology and IT infrastructure are secure, stable and up to date. Read more