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Bobsguide > Companies > UNAPEN, Inc. > Products > ClientRep- Custom Reporting Automation - Instit & HNWI Mgrs

UNAPEN, Inc.

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UNAPEN, Inc. Head Office

321 Research Parkway Suite 201
Meriden
CT
US

Telephone

203-269-2111

Contact

David Gemma
[email protected]
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ClientRep- Custom Reporting Automation – Instit & HNWI Mgrs

The ClientRep portfolio reporting solution automatically creates professional client reports & meeting packages that look like they were produced by a dedicated marketing & graphics team but in a fraction of the time. Advent Axys & APX, PortfolioCenter, Portia.

Categories

Asset management > Customer relationship management (CRM) > Client reporting

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Strategic & Operational Consulting - Hedge/Asset Managers

Our financial services & technology experts work with the best asset managers in the world, & encompass strategic planning & implementation projects to release-based software development. At UNAPEN, we are Financial Services professionals who help firms capitalize on the value of technology.

ITComplete DATSAFE™ - Data Backup & Disaster Recovery

ITComplete DATSAFE is an advanced Data Backup & Disaster Recovery solution provided by UNAPEN, expert providers of Business Continuity solutions since 1995. Affordable by any size Wealth Mgmt firm, it’s a multi-layered strategy to protect your firm, your clients & your budget! http://tiny.cc/hiwrjx

ClientLogix -CRM designed for Investment & Wealth Managers

ClientLogix CRM, Business Intelligence & Business Mgmt solution enables Advisers & Family Offices to easily analyze the intersection of assets & relationships in order to retain & grow your assets. Support for Advent Axys and APX, APL, Portia, PortfolioCenter and others. http://tiny.cc/7zwrjx
View all products from UNAPEN, Inc.