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
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office.
INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
We provide a wide range of products and services to both organizations and individuals seeking to boost their performance in project management, leadership & management, federal acquisition & contracting, federal financial management, and grants & assistance. Experts in training, assessment,...
Terrace Software designs & develops custom technology solutions for the connected workplace - on premises, cloud, desktop & mobile. We have worked in all major industries and have particularly deep experience with financial services, specialty retail, insurance, and manufacturing.
Our focus is...
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