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Unapen, Inc.

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Company Research Report: UNAPEN, Inc.



Company Overview



Name: UNAPEN, Inc.

Mission: "Software Solutions, Workflow/Process Automation & IT/CyberSecurity Services that Help Businesses & Organizations Grow Revenue, Not Overhead."

Founded: 1991

Founders: Joseph Walker, David Gemma, Joan Eckland Walker

Key People:
  • Joseph Walker, Founder and Senior Business Analyst

  • David Gemma, CEO/Chief Marketing Officer

  • Joan Eckland Walker, Treasurer/Counsel Liaison/Sr. Business Analyst


Headquarters:
321 Research Parkway, Suite 201, Meriden, CT 06450

Number of Employees: No information is available

Revenue: No information is available

Known For: Providing IT services, custom software solutions, systems integration, and software products tailored for various sectors, prominently Financial Services, Non-Profits, Attorneys, Educational Institutions, and SMBs.

Products



Software Solutions


1. Affinity Data Repository for Advisors
  • Description: A centralized SQL data hub to streamline operations, boost profitability and enable scalable growth for financial advisors.

  • Key Features:

  • Centralized data repository

  • Data aggregation from multiple sources

  • Proactive information distribution


2. PriceFusion
  • Description: Automated data bridge between Refinitiv DataScope Select and Advent Portfolio Exchange® (APX) and Advent Axys® for high-quality data at competitive prices.

  • Key Features:

  • High-quality, automated data updates

  • Significant cost-saving

  • Excellent customer support


3. ClientLogix CRM
  • Description: CRM and Business Intelligence solution for investment/wealth managers.

  • Key Features:

  • Portfolio data aggregation

  • Streamlined workflows

  • User-configurable dashboards


4. ClientRep
  • Description: Automated client reporting integrating data from various sources.

  • Key Features:

  • Automated production of client statements

  • Customizable and professional reports

  • Integration with portfolio accounting systems


5. Business Intelligence with Power BI
  • Description: Set of business analytics tools designed to provide insights into the advisory firm.

  • Key Features:

  • Data visualization

  • Quick and intuitive data analysis

  • Enriched dashboards accessible on any device


IT Services


1. ITComplete Services
  • Description: Comprehensive managed IT services.

  • Key Features:

  • Proactive support and maintenance

  • Digital transformation and cloud migration

  • Comprehensive cybersecurity services


2. Business Continuity & Disaster Recovery
  • Description: Advanced Data Backup and Disaster Recovery services.

  • Key Features:

  • Local and cloud data backup

  • Business continuity planning

  • Rapid disaster recovery


3. Cybersecurity Services
  • Description: End-to-end cybersecurity services including assessments and training.

  • Key Features:

  • Endpoint detection and response

  • Dark web monitoring and remediation

  • Employee awareness training

  • vCISO CyberSecurity Assessment Services


4. QuickBooks/Portfolio Accounting Integration
  • Description: Synchronizing data between QuickBooks and portfolio accounting systems to reduce errors and save time.

  • Key Features:

  • Automated data synchronization

  • Bi-directional data flow

  • Customizable data integration


Recent Developments



Recent Developments:
1. UNAPEN Awarded "Best IT Services Provider in Connecticut 2022 & 2023":
  • Recognized by Gartner's UpCity Marketplace.

  • Credited to the performance of the ITComplete team.


2. Launch of Affordability-Focused vCISO CyberSecurity Assessment Services:
  • Designed to aid SMBs in cybersecurity risk assessment and protection.

  • Detailed assessments and actionable recommendations for security improvements.


3. Webinars & Panel Discussions:
  • Examples: "Practical AI Examples for Business Leaders," "Cyber Security Basics: Practical Ideas and Solutions for Your Organization."

  • Hosted by Technology Council of Greater New Haven Chamber of Commerce, moderated by Joan Walker, featuring insights from Joseph Walker and David Gemma.


4. New Product Launches:
  • UNAPEN PriceFusion: An automated data bridge integrating SS&C Advent Portfolio Exchange® with LSEG DataScope Select.


5. Enhanced CyberSecurity and Disaster Recovery Solutions:
  • Expanded services at competitive pricing, targeting disaster recovery efficiency and resilient cybersecurity measures.


New Partnerships:
1. Greater New Haven Chamber of Commerce:
  • Sponsoring and moderating panels on cutting-edge technology and cyber security.


Conclusion


UNAPEN, Inc. has consistently demonstrated innovation in providing comprehensive IT solutions, cybersecurity, data integration, and business intelligence to various sectors. Their notable recognition in the IT field and ongoing commitment to improving client services through advanced technologies highlight their status as an industry leader.