More about us

Since 1991, UNAPEN, Inc. has provided IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA/UMA business.
Our IT experts also specialize in IT support, services and cyber security for Non-Profit Organizations, Educational Institutions, Attorneys, HealthCare and Manufacturing. 

UNAPEN is comprised of seasoned professionals whose expertise in the securities industry 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 firm more successful and competitive. 

UNAPEN is a Gold Certified Microsoft Partner.

Our solutions fall into these categories:

• Strategic Process Consulting
• 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
• Streamlining & Automating Operations Workflows
• Pricing & Reference Data Interfaces for SS&C Advent Axys & APX 
• CRM for Investment Advisers, Wealth Mgrs, Family Offices, Banking
• 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
• Ransomware Protection
As a service provider & partner in your success, UNAPEN brings to bear a unique skill set comprised of in-depth business knowledge specific to asset management, combined with unparalleled technological expertise & service delivery capability.

  • Business Type
  • Consultant
  • MSP (Managed Service Provider)
  • CSP (Cloud Service Provider)
  • MSSP (Managed Security Service Provider)
  • ISV (Independent Software Vendor)
  • Systems Integrator
  • Solution Types
  • Cyber Security
  • Cloud Solutions
  • Hybrid Cloud Solutions
  • CRM Solutions
  • Cloud Solutions
  • Azure
  • Industries Supported
  • Banking/Finance/Insurance
  • Education
  • Legal/Accounting
  • Manufacturing