UNAPEN, Inc.

UNAPEN, Inc. is a technology firm in Meriden, Connecticut, that has operated since 1991. It provides managed IT support, cybersecurity services, custom software and systems integration, with a focus on financial services firms such as wealth managers, registered investment advisors and family offices, as well as non-profits, law firms, schools and small and midsize businesses.

Its IT offering is sold as fixed-cost managed services packages built around remote monitoring and proactive support. A typical engagement begins with a free consultation, moves to an assessment of needs, then to a plan and implementation, and continues with ongoing monitoring. On the software side, senior business analysts review a client's processes before building integrations or automating workflows, including AI-based workflow automation.

• ITComplete: managed IT support, with DATASAFE backup and disaster recovery replicated to bi-coastal repositories
• Cybersecurity: NETSCAN vulnerability assessments, employee cyber training, vCISO assessments, endpoint detection and response, and dark web compromise remediation
• Business continuity: continuity planning and offsite infrastructure
• Advisor software: PriceFusion, which links SS&C Advent APX with LSEG DataScope Select for pricing and reference data, and ClientRep for client and investor reporting
• Microsoft platforms: Dynamics 365 CRM and Power BI dashboards for advisory firms
• Data and integration: a central SQL data repository for advisors and QuickBooks and portfolio accounting integration
• Digital transformation and cloud migration

The company serves clients in Connecticut, Massachusetts and New York, and also reports work across New England, the United States and Canada. Its website carries testimonials from Avity Investment Management, and one Massachusetts wealth management firm describes a working relationship of more than 20 years.

UNAPEN reports that it is a Microsoft Gold Partner, certified for Dynamics 365 CRM and Power BI, and says UpCity named it Best IT Services Provider in Connecticut in 2022 and 2023. Its website states more than 30 years in business.