Newsletter
Celebrating 30 Years as a
Trusted Solution Provider!!
Nov/Dec 2021
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Free White Paper

Wealth Management:
3 Strategies to Personalize the Client Experience
The digital revolution continues to bring sweeping change to the wealth management arena.

It is imperative that wealth managers find improved ways to deliver more personalized, differentiated and seamless online experiences.

A new Refinitiv white paper looks at 3 key strategies wealth managers can employ to create truly personalized client experiences and, in so doing, engender loyalty and grow critical revenue streams.

CyberSecurity - SANS Ouch!
Shopping Online Securely

The holiday season is nearing.

Soon millions of people will be looking to buy the perfect gifts, and many of us will shop online.
Unfortunately, cyber criminals will be active as well, creating fake shopping websites and other online shopping scams to steal your information or money. Learn how you can find good deals without becoming a victim.

What You’ll Learn:
  • Protect Yourself from Fake Online Stores
  • Avoiding Scammers on Legitimate Websites
  • Do's & Don'ts to Protect Online Payments for Purchases
  • and more...
Tech & Ops Trends in
Wealth Management 2021 

Free Research Report in its 9th Annual Edition

This report from WealthBriefing and SS&C Advent explains Key Developments in 12 different areas including:
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Phishing Attacks: How to Recognize Them & Keep Your Business Safe

Download Your Free Guide

Cybercrime is on the rise, and hackers are using any opportunity to take advantage of unknowing victims to gain access to personal information for financial gain.
The new “work from anywhere” world puts everyone at risk of cyber-attacks.
One commonly used tactic is phishing. Phishing messages are crafted with the end goal of capturing a person or an organization’s sensitive data.

If your employees fall prey to phishing scams, it can affect your company network by transferring malware and viruses over internet connections. One phishing email has the power to cause downtime for your entire business.

As the scams get more sophisticated, they get harder to detect. Prepare your team for the next phishing threat by learning how to spot phishing schemes before they become a problem.

What You’ll Learn:
  • Five Different Types of Phishing Attacks to Avoid
  • What to Do if You Think You’ve Received a Phishing Email
  • How to Stop Phishing Before It Starts
  • and more...

Coaching your employees on how to spot phishing scams is important, but sooner or later someone is likely to get fooled.

Want to learn more? Reach out if you’d like to talk to the experts at UNAPEN, a Gold Certified Microsoft Partner, to learn how automated scanning of Microsoft 365 email and collaboration tools can stop these hacks before they get started.
Solution Spotlight

How can You Avoid These CyberSecurity Pitfalls?

Pretending These Threats Don't Exist
Doesn't Solve Anything

UNAPEN ITComplete protects your users, devices, and data without crushing your budget.
"UNAPEN is a fast, intelligent and knowledgeable team that understands our systems and computers.  

They have great understanding of our needs and provide terrific advice regarding how to install the best equipment and systems to handle and grow our business.
My advice is to select UNAPEN for all your IT needs, you will not be disappointed!"
- Ralph R. DiFiore,CFA, Sr. Managing Director, Chatsworth Securities LLC
Happy Holidays All!

Let's see how you do with our Trivia this month:

What member of the animal kingdom has toes so grippy that NASA is planning on basing their future robot technology on them to help robots easily cling and walk around the outside of the International Space Station?

Interesting hint and side note:
These toes don't have suction cups because suction doesn't work in the vacuum of space.
EMAIL: INFO@UNAPEN.COM
PHONE: 203-269-6111
Video -
Affinity™ Data Repository for Advisors
Affinity creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business.

Affinity also allows significant asset growth and profitability without proportionately growing workload and overhead!