Unapen, Inc.

05/20/2026

UNAPEN SOLUTIONS for WEALTH MANAGEMENT FIRMS
https://unapen.com/products/custom-solutions
Wealth management firms need more than generic software — they need integrated technology solutions that streamline operations, improve reporting, reduce manual processes, and support growth.

That’s where UNAPEN delivers value.

For 35 years, UNAPEN Custom Solutions have helped RIAs, investment advisers, family offices, and financial services firms improve efficiency through custom software development, systems integration, AI workflow automation, business process analysis, Power BI dashboards, SQL database solutions, CRM integration, and AI-driven operational improvements.

UNAPEN specializes in integrating disconnected systems, automating repetitive tasks, centralizing business data, and creating scalable workflows tailored to each firm’s operational and compliance requirements.

Whether integrating portfolio accounting platforms, custodians, CRM systems, reporting tools, or internal databases, UNAPEN helps firms reduce operational friction and gain better visibility into business performance.

As a Microsoft Certified Partner since 1991, UNAPEN delivers secure, scalable technology solutions designed to improve productivity, reporting accuracy, and the client experience.

Learn more about UNAPEN’s custom software development, systems integration, business process consulting, AI workflow automation, and wealth management technology solutions at UNAPEN Custom Solutions or call 203-269-6111 to schedule a consultation.

04/17/2026

It was a wonderful night for a great organization.

03/31/2026

We are excited to present a limited-time promotion that offers new clients up to 2 months of complimentary ITComplete services—a strategic opportunity you won’t want to miss!
Call us at 203.269.6111 or see attached for details.

12/29/2025

Wealth Mgmt Client Testimonials for UNAPEN IT, Disaster Recovery & Cyber Security services.

“Fast, Intelligent, & Knowledgeable Team, Provide Terrific Advice, You Will Not Be Disappointed!

My advice is to select UNAPEN for all your IT needs… you will not be disappointed!”
– Ralph R. DiFiore, CFA, Senior Managing Director,
Chatsworth Securities

“Consistency in knowing all our IT questions and concerns will always be addressed!

I would tell prospective partners that UNAPEN is a big enough firm to take care of your technology needs but not too big where you get lost or put aside.”
– Edward Long, Partner,
Avity Investment Management

“UNAPEN understands us and our needs…the ITComplete program is the best we have seen.

On those rare occasions when we have a problem, UNAPEN’s engineers are on the phone or on-site quickly to resolve it.”
– Tony Lynch, CIO,
Mullaney, Keating & Wright

“The vCISO’s expertise was far greater than other assessments we’ve received in the past.

The cyber assessment was extremely thorough."
– Single Family Office in Ohio in the Wealth Management Industry

“Not only are they capable, but also a pleasure to speak with. We have not had an IT situation that UNAPEN has been unable to assist us with. Great team!”
-Noah Hannon, Chief Operating Officer, ABS Legacy Partners

“We were able to access our systems within hours, not days or weeks. ..solid solution for back-up & recovery of data."
– CEO, Hynes, Himmelreich, Glennon

11/05/2025

8 Core components you should require from your Managed IT Services partner, listed here in priority order — start at the top and work down as budget allows.
Managed IT Services for Wealth Managers, Non-Profits and SMBs: Essential Tips for Security, Resilience, and Growth

Protect your business 24/7 with managed IT services. Benefit from fixed monthly pricing, comprehensive disaster recovery, & cybersecurity.

05/06/2025

Congratulations to UNAPEN’s Joan Walker, Recently Elected to MidState Chamber of Commerce Board of Directors 2025 – 2026

Explore UNAPEN's IT services for Midstate Chamber of Commerce members and discover tailored solutions that enhance business efficiency.

01/08/2025

Year-end client/investor reporting getting you down?
Institutional, HNWI, and Family Office reporting can be onerous, but it doesn't have to be. ClientRep is affordable automation with customization, the closest thing to a one-button-push solution. https://www.youtube.com/shorts/caF1sMPsKk8
Check out our Matrix Reporting Technology addon for Family Offices.

09/18/2024

Why Do We Keep Seeing These CyberSecurity Gaps in Businesses?
- Insufficient budget
- Inadequate resources to perform necessary tasks
- Absence of recurring employee awareness training
- Delays in applying security updates
- Blind trust in your IT vendor, assuming that they're protecting you
- Lack of periodic cyber assessments by certified professionals
https://unapen.com/8921/cybersecurity-gaps-6-overlooked-vulnerabilities

08/15/2024

WEBINAR – UNAPEN Presents “Practical AI Examples for Business Leaders”, Moderated by Joan Walker.
Don't miss out on this exciting and informative event!
Come Engage in a Lunch & Learn Discussion
Wednesday August 28, 2024 12 - 1pm eastern
Register here:

WEBINAR – UNAPEN Presents “Practical AI Examples for Business Leaders”, Moderated by Joan Walker. Hosted by the Technology Council of the Greater New Haven Chamber of Commerce. August 13, 2024 David Gemma Posted by David Gemma on August 13, 2024August 13, 2024  ARTIFICIAL INTELLIGENCE WEBINA...

07/08/2024

Video Testimonial for UNAPEN IT & CyberSecurity Services for Non-Profits – Maryann Ott, Executive Director of NewAlliance Foundation in New Haven, CT Gives UNAPEN ITComplete 5 Stars!
https://unapen.com/8880/unapen-video-testimonial-npo-it-services

06/24/2024

CYBERSECURITY RISK ABATEMENT & PROTECTION
See the Family Office testimonial for our vCISO CyberSecurity Assessment Services https://unapen.com/it-services/vciso-cybersecurity-assessment
Engaging an experienced vCISO(Virtual Chief Information Security Officer) offers critical protection for your business and client data by designing and implementing a robust cybersecurity strategy tailored to your specific needs and budget.

Software Solutions & IT Services that help businesses and non-profits grow efficiently and affordably!