Since 1991, UNAPEN, Inc. has provided IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA/UMA business.
Our IT & vCISO experts also specialize in Non-Profit Organizations, Educational Institutions, Attorneys, HealthCare and Manufacturing. The expertise of UNAPEN's seasoned professionals uniquely positions them to advise clients on the value of technology. Our goal is to solidify and protect your IT infrastructure, enhance cyber security, streamline operations and workflow, centralize data, and automate highly complex manual tasks to make your firm more successful and competitive.

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Meriden, United States

UNAPEN, Inc. Reviews

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"Two factors - Our confidence in the data and the affordability of the PriceFusion/DataScope Select solution - have allowed us to move from monthly to daily downloading of prices and indices.

Compared to other solution providers, the staff on their support team is responsive, knowledgeable and friendly. UNAPEN’s willingness to put the customer first was evidenced during our install and their team‘s approach to issue resolution is consistent and reliable.

Our due diligence convinced us that PriceFusion was a great alternative and ultimate replacement for our data provider, but favorable customer feedback greatly influenced the final decision. Potential clients should also look at the UNAPEN website where they share their mission statement, accomplishments and goals."

Terrina Williams, Performance Analyst

“We wanted to switch our pricing service and our Thomson Reuters sales person made us aware of UNAPEN’s PriceFusion solution that integrates and delivers DataScope Select pricing data into Advent APX. While the lower cost was the driver of our move to DataScope/PriceFusion, I believe the biggest benefit of PriceFusion is the reliability of the application to run in an automated fashion overnight.

I have also been impressed by the upgrades that UNAPEN has made to PriceFusion in the last 2 years as they have provided additional flexibility and customization for our specific needs. Plus, the technical support has been great, and in the rare instance when there has been an issue, support has always been immediately available and solved the issue in a timely manner.

For anyone that’s hesitant to make the move to another content solution/vendor, all I have to say is…IT WORKS!”

Doug Goebel, Principal

"When NewAlliance Foundation was looking for a responsible company to manage our technology needs, we asked around for recommendations from peer organizations. UNAPEN came to our attention, and we ultimately selected them, because of rave reviews from their other clients.

They have been fantastic! Not only did they set up all our technology start-up needs with great efficiency and cost effectiveness, they have maintained exemplary customer service throughout our contact with them.

We have been very pleased and wholeheartedly recommend them to any non-profit seeking reasonably-priced, generous and conscientious technology support."

Maryann Ott, Executive Director
NewAlliance Foundation

“The UNAPEN ClientRep solution was compelling because it allowed us to have a client statement that looked exactly the way we wanted – completely customized. With other providers, we needed to fit within their solution. UNAPEN was unique in that they fit their solution and workflow to our needs.
For anyone considering an upgrade to their Client Reporting processes and packages, I’d recommend UNAPEN because their service was fast and as promised. The few troubleshooting issues we had were fixed usually within hours, and we were always able to reach someone and get a quick response.”

Brian Baylis, Chief Operations Officer, Chief Compliance Officer

I only have positive things to say based on my experiences and I have found UNAPEN extremely easy to work with. I think that when it comes to technology, it is often difficult for those with advanced knowledge to effectively communicate with someone not as familiar or just learning. In my experience, everyone at UNAPEN is very good at simplifying the task at hand and exhibiting a good deal of patience working through problems.

Dan Carr, VP, Internal Wholesaler

We have been with UNAPEN for four years now. After unsatisfactory experiences with two other local IT consulting firms, we decided to try UNAPEN and are very happy that we did. UNAPEN understands us and our needs and we feel like they really care about us.
We subscribe to their ITComplete and NetScan services and have great peace of mind that UNAPEN is monitoring our network 24/7 to ensure it is up-to-date, functioning properly and as safe as we can reasonably make it. 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, Inc.

UNAPEN is a fast, intelligent and knowledgeable team that understands our systems and computers. We’ve never had a problem getting something fixed and the people are always pleasant and easy to get along with when solving issues with our 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, Senior Managing Director
Chatsworth Securities LLC

I believe that UNAPEN's customer service is what sets them apart from other solution providers. From negotiations to implementation, UNAPEN has been by our side. Transitioning from one system to another is a daunting task, but the UNAPEN team was exceptionally helpful and on top of it.
Post-sale support is unlike any other in the industry. Don't waste your time debating the switch any longer. If the service meets your budget, there is no downside.

Vinnie Ribeiro, MBA, Partner
Hollander Asset Management

For the past 15 years UNAPEN has provided us with many services including network support, IT consulting and Business Continuity. Knowing that UNAPEN has us covered, especially if the worst should ever happen, gives me great peace of mind.

Betty Bynum
NCM Capital Corporation

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