April 2017
Welcome to Spring Everyone! 

Boston Marathon, Tulips blooming, Skiing moguls in Vermont in a T-shirt and shorts…Spring is here in New England! Last month we focused on UNAPEN’s partnership with Infor to bring the Infor Sales Intelligence for CRM product to Financial Services firms like Lord Abbett.

Continuing on the theme, this month we’d like to highlight our partnership with Thomson Reuters, and the rapid acceptance and expansion of Thomson’s DataScope Select pricing and reference data platform into the Advent Portfolio Exchange® (APX) community via PriceFusion.  Now APX users have a choice in data vendors, and stay tuned as we explore expanding PriceFusion to integrate with additional portfolio accounting platforms.


Best Regards, 
David Gemma
Managing Director at UNAPEN 

Business Intelligence & Compliance - Meet CRM
ClientLogix is a Client Relationship Management, Business Intelligence & Compliance solution built on the award winning Infor CRM platform. ClientLogix simplifies the daily challenges of Investment Advisors, Wealth Managers, Family Offices, Bank & Trusts, Private Equity, Hedge Funds & Fund of Funds alike with features designed by industry experts that know the business.  Read More...
Infor & Marketo Strategic Partnership
Infor recently announced a strategic partnership & integration bringing together two industry leading companies. A solution designed to meet the market demand for the delivery of enhanced customer engagement, unmatched by other players in the industry.  Read More...

Living on the EDGE with Microsoft
Microsoft introduced the Edge browser many months ago. Still, users aren't quite sure why the change and what features might be available now. See a series of enlightening videos to help users get the most out of the Edge experience. Find Them Here
The Password is.....
SANS Ouch! in April discusses password vulnerabilities and best practices. Utilizing PassPHRASE methods will quickly boost your credential security while still helping to remember all of those unique passwords in your list.  Read More
UNAPEN Client Referral Program
Gift Cards, Service Discounts and Charitable Donations .