Consulting & software development firm specializing in CRM, Business Intelligence, Reporting & Trading solutions for investment management firms.

Since 1991, UNAPEN, Inc. has provided software products, custom development, strategic consulting & integration services to some of the best asset management firms in the country. Our goal: Streamline operations, centralize data, and automate highly complex, manual tasks to make your firm more successful and competitive. Our solutions: • Strategic Consulting - starting a new firm or restructuring your existing firm for growth and efficiency • Reporting Automation & Custom Re...

Since 1991, UNAPEN, Inc. has provided software products, custom development, strategic consulting & integration services to some of the best asset management firms in the country. Our goal: Streamline operations, centralize data, and automate highly complex, manual tasks to make your firm more successful and competitive. Our solutions: • Strategic Consulting - starting a new firm or restructuring your existing firm for growth and efficiency • Reporting Automation & Custom Reporting - holistic reporting for both clients and executive management • Client Relationship Management - a business intelligence portal supporting the client and portfolio lifecycle • Remotely Managed IT Services - including Business Continuity & Network Design/Maintenance