Unapen, Inc.

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Unapen, Inc. Since 1991, UNAPEN, Inc.

IT/CyberSecurity Services, Custom Software Solutions, Systems Integration, AI Workflow & Process Automation that Help Wealth Managers, Non-profits & a Broad Spectrum of Small & Midsize Businesses Grow Efficiently & Affordably! has provided IT & Cyber Security Services, Custom Software Solutions, Systems Integration, Software products & Workflow/Process Automation tailored for Investment/Wealth Managers, Non-Profit Organizations, Educational Institutions, Attorneys, & a diverse range of SMBs! Our goal is to solidify & protect your IT infrastructure, enhance cyber security, streamline operations & workflow, centralize data, & automate highly complex manual tasks to make your company more successful & competitive. Our solutions:
• AI Workflow/Process Automation
• Outsourced IT, Disaster Recovery, CyberSecurity, vCISO Cyber Assessments
• Custom Software & Systems Interfaces
• Custom Reporting/Dashboards
• Dynamics CRM
• SQL Data Warehousing

10/15/2026

This will be a fun event! Come see our own Joan Walker park cars again this year!

10/14/2026

UNAPEN's home.

AI Workflow Automation for Wealth Management Firms That Need Results, Not Hype – Part 1 of a Series from the UNAPEN Weal...
10/03/2026

AI Workflow Automation for Wealth Management Firms That Need Results, Not Hype – Part 1 of a Series from the UNAPEN Wealth Advisory Technology Team - Meriden, CT
https://unapen.com/14267/ai-workflow-automation-for-wealth-management-part1

How wealth management firms can start safely and practically with AI.

This multi-part series offers a practical, workflow-first way to evaluate AI — built for RIAs, investment advisors, asset managers, and family offices who are skeptical for good reason.

UNAPEN SOLUTIONS for WEALTH MANAGEMENT FIRMShttps://unapen.com/products/custom-solutionsWealth management firms need mor...
05/20/2026

UNAPEN SOLUTIONS for WEALTH MANAGEMENT FIRMS
https://unapen.com/products/custom-solutions
Wealth management firms need more than generic software — they need integrated technology solutions that streamline operations, improve reporting, reduce manual processes, and support growth.

That’s where UNAPEN delivers value.

For 35 years, UNAPEN Custom Solutions have helped RIAs, investment advisers, family offices, and financial services firms improve efficiency through custom software development, systems integration, AI workflow automation, business process analysis, Power BI dashboards, SQL database solutions, CRM integration, and AI-driven operational improvements.

UNAPEN specializes in integrating disconnected systems, automating repetitive tasks, centralizing business data, and creating scalable workflows tailored to each firm’s operational and compliance requirements.

Whether integrating portfolio accounting platforms, custodians, CRM systems, reporting tools, or internal databases, UNAPEN helps firms reduce operational friction and gain better visibility into business performance.

As a Microsoft Certified Partner since 1991, UNAPEN delivers secure, scalable technology solutions designed to improve productivity, reporting accuracy, and the client experience.

Learn more about UNAPEN’s custom software development, systems integration, business process consulting, AI workflow automation, and wealth management technology solutions at UNAPEN Custom Solutions or call 203-269-6111 to schedule a consultation.

It was a wonderful night for a great organization.
04/17/2026

It was a wonderful night for a great organization.

We are excited to present a limited-time promotion that offers new clients up to 2 months of complimentary ITComplete se...
03/31/2026

We are excited to present a limited-time promotion that offers new clients up to 2 months of complimentary ITComplete services—a strategic opportunity you won’t want to miss!
Call us at 203.269.6111 or see attached for details.

Address

546 S. Broad Street, Suite 4C
Meriden, CT
06450

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12032696111

Website

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