How can Advisors Simplify the Daily Challenges of Client Relationship & Business Mgmt?
Scroll down for our
Solution Spotlight!
|
|
|
|
What sets 10% of the CNBC Top 100 Financial Advisory Firms of 2021 (with 2 in the top 10) apart from the rest?
They rely on UNAPEN Solutions.
Aside from the prestige of being selected from over 38,000 RIAs in the U.S., these savvy advisors have chosen UNAPEN Products & Services to help them improve client service and make their firms more efficient, scalable, profitable, and competitive.
Click Here to learn how they’ve done it because we can help evolve your firm’s current processes and technology too.
Whether you’re running Private Client, Institutional or SMA/UMA assets
(or all 3), UNAPEN’s 30 years of expertise can help move you closer to the top!
|
|
|
|
TRICK & TREAT!
You Get Both with These Tricks & Tools to Use Your Phone
with One Hand.
And no, you don't have to be Mr. Fantastic or Elastigirl!
Are your thumbs having a hard time keeping up with today's bigger phones?
|
|
You may be surprised to learn that your phone actually has a one-handed mode built right in, designed to make all those icons easier to reach.
Make your life easier with these helpful hints for both iOS and Android.
What You’ll Learn:
- Enable “Reachability” or “One-Handed” modes
- Arrange your home screen for one-handed access
-
Shrink the keyboard
-
Tweak your apps and more...
Also Check Out:
|
|
The Threat within Your Business: Protecting Data
from Insider Risks
|
The accelerated use of remote work has created new security challenges, and 1 in 4 malware attacks are aimed at financial institutions.
The fact is, most data breaches are not the result of sabotage or theft, but instead accidents or employee incompetence.
Start by knowing the most common sources of insider data breaches.
|
|
This e-book takes a close look at the threats you face from insider risk, and offers actionable solutions.
|
|
|
|
Franklin Templeton Trades Its Old Workplace for a Modern Productivity Cloud Based on Microsoft 365, Teams, & Power BI
|
|
Franklin Templeton is building a foundation for the investment management firm of the future.
Collaborative digital workspaces such as Microsoft Teams, user friendly dashboards built using Power BI, and mobile access to data on devices managed by Microsoft Intune allows Franklin Templeton to be well equipped to work productively in a digital world.
One of the tools used across the platform is Power BI as a front-end data visualization tool, which assists Franklin Templeton through intuitive dashboards and access to rich and timely information.
|
|
“We’ve invested in Power BI to help us make better use of our data." says Joe Boerio: Senior Vice President, Chief Technology Officer, Franklin Templeton.
"We use Microsoft 365 to access and share content from multiple devices securely across the organization. And with Teams, we enjoy highly secure, scalable collaboration."
Want to learn more? Reach out if you’d like to talk to the experts at UNAPEN, a Gold Certified Microsoft Partner.
|
|
Solution Spotlight
How can Advisors Simplify the Daily Challenges of Client Relationship & Business Mgmt?
|
|
You Can't Track Everything,
Let Key Information
Find You
|
Empower Your Compliance, Operations & Management Teams with the Right Tools! |
|
One Solution to
Simplify Your Firm
|
Whether you’re running Private Client, Institutional or SMA/UMA assets
(or all 3), ClientLogix delivers!
|
|
"ClientLogix has allowed us to marry our account-level managed account data with our sales and marketing efforts.
ClientLogix is the tool that enables us to easily organize and maintain roughly 25,000 accounts across 17 sponsor firms and countless financial advisors.
ClientLogix has also allowed us to house data from APX and our 3 distinct divisions in one place for the first time."
|
|
Key Factors
to Help You Decide
If You Should Outsource Your IT!
IT service providers like UNAPEN deliver the technical expertise small businesses need at a much lower cost than hiring IT staff.
That’s why nearly 70% of U.S. small to medium sized businesses (SMBs) work with an IT service provider for some or all of their IT needs. There are many considerations for SMBs thinking about moving their IT to another company.
In this eBook, we’ve summed up the key factors to help you decide what’s best for your firm. Or better yet, give us a call to discuss what makes sense for you.
Review the tips in our eBook, and if you'd like some help,
UNAPEN is a call away and ready to assist! 203.269.6111
|
|
Congratulations to Gofen and Glossberg for coming in at #6 out of over 38,000 RIAs considered for the recent CNBC 100 Top-rated Financial Advisory Firms of 2021!!
|
|
SS&C Advent APX & Axys users:
"Reliable Data, Affordable Pricing, Responsive
& Knowledgeable Support Team!"
|
|
"Two factors - Our confidence in the data and the affordability of the PriceFusion/DataScope Select solution - have allowed us to move from monthly to daily downloading of prices and indices.
Compared to other solution providers, the staff on their support team is responsive, knowledgeable and friendly. UNAPEN’s willingness to put the customer first was evidenced during our install and their team‘s approach to issue resolution is consistent and reliable.
Our due diligence convinced us that PriceFusion was a great alternative and ultimate replacement for our data provider, but favorable customer feedback greatly influenced the final decision. Potential clients should also look at the UNAPEN website where they share their mission statement, accomplishments and goals."
|
|
Happy Halloween All!
Let's see how you do with our Halloween Trivia this month:
Which vegetable was originally used to make Jack O’ Lanterns?
Which actor played Dr. Frank-n-Furter in The Rocky Horror Picture Show?
What are 3 other names for Halloween?
|
|
|
|
Video -
Affinity™ Data Repository for Advisors
|
|
Affinity creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business.
Affinity also allows significant asset growth and profitability without proportionately growing workload and overhead!
|
|
|
|
|
|
|
