UNAPEN
Newsletter
Celebrating 30 Years as a
Trusted Solution Provider!!
March/April
2022
The London Stock Exchange Group confirms it is suspending all products and services for all customers in Russia, subject to any regulatory requirements.
UNAPEN Sponsoring the
2022 National Members Meeting of The Exchange Network
May 23 - 25 in San Antonio
UNAPEN has provided IT and software solutions to member firms of The Exchange Network over the past 30 years, helping them become more efficient, competitive and highly successful.

The Exchange Network (formerly the Advent Users Group) is a non-profit networking organization for the wealth and investment management industry. Its members span the financial services vertical and use a variety of solutions including those from SS&C Advent.

Video: Power BI Demo - Visualize & Share Data in the Office or On the Go

Collaborate quickly on reports and dashboards anytime, anywhere. Simpler and faster than ever before, Power BI helps you read data, discover insights, and forecast trends across a wide range of business priorities.
‌
2:02
Business Intelligence & Insights Like Never Before
Go from Data to Insights in Minutes - Any Data, Any Way, Any Where!


Gartner Report: Magic Quadrant Leader in Analytics & Business Intelligence Platforms
Gartner Scores Microsoft Power BI highest in Completeness of Vision and highest in the Ability to Execute within the Leaders quadrant for the 4th consecutive year!
CyberSecurity - SANS Ouch!
Top Three Social Media Scams

While social media is a fantastic way to communicate, share, and have fun with others, it is also a low-cost way for cyber criminals to trick and take advantage of millions of people.
Don't fall victim to the three most common scams on social media.

What You’ll Learn About:
  • Investment Scams
  • Romance Scams
  • Online Shopping Scams

When it comes to Social Media Scams, you are your own best defense!
Refinitiv Wealth Management Report

Getting Personal: How Wealth Firms Can Attract & Retain the Modern Investor – Highlights Data Insights from Investors
This Refinitiv study highlights the need for wealth managers to personalize the client experience through a combination of digital offerings and high-touch service, ensuring existing clients stay engaged and prospective clients feel that their money and their future will be cared for over the long-term.

What You’ll Learn & Key Findings of the Study:
  • 51% of investors globally are familiar with sustainable investments
  • 32% of millennials believe tokenized assets will have the biggest positive impact on financial markets, followed by 23% for non-fungible tokens (NFT)
  • 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state ‘advisor recommendations’ as the most reliable source of information
  • 64% of millennials and 51% in the 35-54 age bracket are willing to pay more for personalized investing products and services: Latin America stood at 70%, Asia Pacific 47%, Europe 33%, & North America 22%


With Ukraine currently the focus of the world, here's some trivia about that country:

What do the colors blue and yellow stand for in the Ukrainian flag?

What does the word Ukraine mean?

What's Ukraine's national symbol?

How many countries border Ukraine?
EMAIL: INFO@UNAPEN.COM
PHONE: 203-269-6111