About this Product
CRM Integrated with Your Portfolio Accounting System:
- Drive asset growth & increased wallet share!
- Enhance client service, satisfaction & referrals!
- Boost efficiency of back office operations!
About UNAPEN, Inc
Since 1991, UNAPEN, Inc. has provided services, solutions & software products tailored for asset managers involved with Private Client, Institutional & Wrap/SMA business. Our goal is to streamline operations & workflow, centralize data, & automate highly complex manual tasks to make your firm more successful & competitive. Our key solutions are: Pricing & Reference Data Interfaces for Advent Axys & APX, Custom Client Reporting, CRM for Investment Advisers/Wealth Managers/Family Offices/Banking, Custom Software Development & Interfaces, Streamlining & Automating Operational Workflows, Outsourced IT Services, Data Backup, Disaster Recovery, Business Continuity, CyberSecurity, Network Vulnerability Scanning. UNAPEN offers a unique skill set comprised of in-depth business knowledge specific to asset management, combined with unparalleled technological expertise & service delivery capability.
More info about us
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.