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UNAPEN

SQL data repository that aggregates advisor and custodial data into a single hub for wealth management firms.

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Overview

UNAPEN is a Connecticut-based technology provider serving investment and wealth management firms, family offices, and other financial and professional services organizations since 1991. Its Affinity SQL Data Repository consolidates data from portfolio accounting systems, custodians, sponsor platforms, and financial planning tools into one centralized hub with automated data validation.

The company also offers related IT services, cybersecurity, and Microsoft Power BI-based business intelligence tooling built on top of the Affinity repository for advisory and family-office clients.

Key Features

+ Centralized SQL data repository for advisor data
+ Automated data-import validation
+ Aggregates custodian, sponsor, and planning-tool data
+ Power BI business intelligence integration

Integrations

Microsoft Power BI

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