Since 1991, UNAPEN, Inc. has provided IT and Cyber Security Services, Custom Software Solutions, Systems Integration, Software products and Workflow/Process Automation tailored for Investment/Wealth Managers, Non-Profit Organizations, Educational Institutions, Attorneys, and a diverse range of SMBs!

The expertise of UNAPEN's seasoned professionals uniquely positions them to advise clients on the value of technology. Our goal is to solidify and protect your IT infrastructure, enhance cyber security, streamline operations and workflow, centralize data, and automate highly complex manual tasks to make your company more successful and competitive.

UNAPEN is a long-standing Gold Certified Microsoft Partner.

Our solutions fall into these categories:

• Strategic Process Consulting
• AI Workflow & Process Automation
• Custom Client Statements, Meeting Packages & Mgmt Reporting
• Custom Software Development - Applications & Interfaces - On-Premise, Web & Mobile
• Create/Upgrade Custom Excel, Power Apps, Power BI, MS Access, SQL Server & .NET Applications
• Pricing & Reference Data Interfaces for SS&C Advent Axys & APX
• CRM for Investment Advisers, Wealth Mgrs, Family Offices, Banking and other industries
• Data Warehousing & Data Aggregation
• Affinity SQL Data Repository for Advisors
• Business Intelligence & Business Mgmt Tools
• Digital Transformation & Cloud Migration
• IT Services
• Cloud Backup, Disaster Recovery & Business Continuity
• CyberSecurity - Advanced Network Analysis & Security Threat Reporting, Dark Web Monitoring & Alerts on Compromised Employee Credentials
• CyberSecurity - Employee CyberSecurity Awareness Training
• CyberSecurity - EndPoint Detection & Response
• vCISO CyberSecurity Assessments
• Ransomware Protection
As a service provider & partner in your success, UNAPEN brings to bear a unique skill set comprised of in-depth business knowledge combined with unparalleled technological expertise & service delivery capability.

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