Business Intelligence Companies & Consultants in Meriden, CT

Based in Meriden, Connecticut, UNAPEN, Inc. has operated as a technology company for over thirty years, having been launched by its founders in the early 1990s. Its core clientele consists of wealth management practices, registered investment advisers, investment advisory firms and family offices, though it also serves law practices, educational institutions, non-profits and many other small and mid-sized organizations.

Organizations seeking business intelligence assistance will find a vendor that combines reporting and analytics capabilities with long experience in financial back-office processes, IT infrastructure and data integration.

Business Intelligence and Reporting

The company's analytics offerings rely on the Microsoft platform. UNAPEN builds reports and dashboards in Power BI so that managers and advisers can see their operations more plainly and reach sounder conclusions. Alongside this dashboard development, the firm offers several proprietary tools aimed at gathering information and displaying it effectively:

• ClientRep, which automatically generates tailored investor and client statements, review-meeting materials and billing invoices, and carries no recurring monthly fee
• Affinity, a SQL-based repository that consolidates an advisory practice's information into a single access point
• PriceFusion, a connector that feeds pricing and reference data for securities from London Stock Exchange Group's DataScope Select service into the APX accounting platform from SS&C Advent
• A configuration of Microsoft Dynamics 365 CRM tailored to the needs of advisory firms
• Connections linking QuickBooks with portfolio accounting software

Integration, Automation and Custom Development

Fragmented information held in disconnected platforms is a frequent reason analytics initiatives lose momentum. UNAPEN addresses this through bespoke database and software development, system-to-system integration and workflow automation powered by artificial intelligence. The firm's analysts begin by reviewing a client's existing procedures in detail.

From there, they pinpoint tasks that are handled by hand or prone to errors, and they construct links that let data flow between applications without manual intervention. The goal is to lighten staff burdens, reduce data-entry errors and allow organizations to expand without a matching increase in personnel.

For clients wanting wider strategic input, UNAPEN also offers business consulting, including services aimed at single-family and multi-family offices.

Supporting IT and Security Services

In addition to software and data projects, UNAPEN functions as a managed service provider. Through its ITComplete offering, clients receive proactive assistance and remote system monitoring. The DATASAFE service delivers backup and disaster recovery, storing copies in repositories replicated on the East and West Coasts, while NETSCAN provides vulnerability testing and cybersecurity awareness training for employees.

Other services include virtual CISO reviews, endpoint detection and response, monitoring of the dark web, continuity planning and migration to the cloud. As a result, one vendor can both develop a client's analytics environment and protect it.

Background and Credentials

David Gemma, a co-founder, holds the roles of chief executive and Chief Marketing Officer. Over roughly three decades, he has architected software and managed development teams serving investment advisers in the United States and abroad.

Fellow co-founder Joan Eckland Walker acts as Treasurer and works as a senior business analyst, drawing on prior experience in mutual fund operations at major financial institutions. Robert Harriss, who came aboard in 1999, serves as Director of Operations and is responsible for project management, application development and IT services.

UNAPEN identifies itself as a Microsoft Gold-Certified Partner and traces its connection with Microsoft to 1990, when the founders participated in the beta phase of the software maker's partner program. Kaseya, SonicWall and London Stock Exchange Group are among its additional partners.

Testimonials published by the company come from investment management firms, a family office and a non-profit focused on employment.