January 2017
Greetings & Happy New Year Everyone! 

Each January, UNAPEN goes through a Strategic Reflection process looking at accomplishments of the prior year and setting the stage for the upcoming year. 2016 was a memorable year and not only because we celebrated our 25th anniversary.  UNAPEN’s growth and success continues to be driven by the ability to leverage our strategic partnerships with technology titans like Microsoft, Infor, Datto and Thomson Reuters, and combine our expertise with these platform providers to bring significant value and specialized products and solutions to the market.

To kick off 2017, we just announced the newest integration of our ClientLogix Enterprise CRM with Laser App electronic forms processing for wealth advisors. As the year progresses, we will continue to highlight and make you all aware of technology advancements, industry trends and new benefits that can be leveraged by your firm to make you more competitive and successful.  Stay tuned!  

Best Regards, 
David Gemma
Managing Director at UNAPEN

   UNAPEN Client Referral Program
New & Improved for 2017
Gift Cards | Financial Rewards | Charitable Donations  
Best Buy-Side Pricing Service Award
Congratulations to Thomson Reuters for being awarded Best Buy Side Pricing/ & Valuation Service in 2016! The DataScope service delivers unparalleled coverage, quality and innovation. We are proud to be a part of their partner integration community.  Read More
The Cyber Con is On
The January edition of SANS Ouch! examines the modern day Cyber Con Artist and the use of Social Engineering. Learn more about these new techniques and how you can protect yourself from becoming a cyber con victim. Read More
Microsoft Cloud Cars
Technology continues to drive new break throughs in the auto industry. Driverless Vehicles have been at the forefront and now, Microsoft introduces their Connected Vehicle Platform built on Azure. Innovation that expects to redefine the automobile experience. Read More
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