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
We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...
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
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