Financial Reporting
Manta has 5 businesses under Financial Reporting in Connecticut
Featured Company Listings
Categorized under Financial reporting
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
Categorized under Financial reporting
Wealth Management and Retirement Planning in a tax efficient manner by providing clients with the necessary tools and information to make the most appropriate decisions regarding their wealth accumulation and retirement needs. We provide a written plan based a needs analysis and risk tolerance questionaire. Some of the tools used in reaching and maintaining a financial or retirement plan objective may include the use of fixed income products and equities such as municipal and corporate bonds, stocks with dividends, mutual funds, alternative investments, annuities and life insurance. Our goal is to design a plan providing for an income stream that you will not out live and a wealth accumulation plan to be passed on to future generations.
Categorized under Financial Reporting
Categorized under Financial Reporting
Categorized under Financial Reporting
All Company Listings
Categorized under Financial reporting
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
Categorized under Financial Reporting
Categorized under Financial Reporting
Categorized under Financial Reporting
Categorized under Financial reporting
Wealth Management and Retirement Planning in a tax efficient manner by providing clients with the necessary tools and information to make the most appropriate decisions regarding their wealth accumulation and retirement needs. We provide a written plan based a needs analysis and risk tolerance questionaire. Some of the tools used in reaching and maintaining a financial or retirement plan objective may include the use of fixed income products and equities such as municipal and corporate bonds, stocks with dividends, mutual funds, alternative investments, annuities and life insurance. Our goal is to design a plan providing for an income stream that you will not out live and a wealth accumulation plan to be passed on to future generations.
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Services Allied With the Exchange of Securities or Commodities, NEC
Financial Reporting
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