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
CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity.
Customized to client needs, CBCPi nationally certified consultants provide Risk Assessment, Business Impact/Gap Analysis, IT Security, and Audit services based on Best Practices, ISO, OSHA, and NFPA 1600 Standards. Development of enterprise-wide Business Continuity and IT Disaster Recovery...
Founded in 2002, InterGuard develops award winning monitoring software that records and controls all end user activity on all PC, Mac, Chromebook, iPhone / iPad, Android phones and tablets so organizations can measure and score employee productivity. As the pioneer for Unified Insider Threat...
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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