What we do:

Our CRM Services
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extend from Needs assessment to post implementation support...
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Our TeleMarketing Services include lead enhancement and lead generation to Sales, order entry and support...
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Our Medical Products
focus on current injury and post surgery treatments. We provide products that are cutting edge that can lead to faster recovery and more consistent applicatioin of professionaly recommended treatment.
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Enhancements Products >ClientLogix

ClientLogix™ provides a complete view of your clients and their assets - at your finger tips. It is designed for to Wealth Managers, Family Offices, Bank & Trusts, Institutional Managers, Hedge Funds, Mutual Funds and Fund of Funds.

This CRM and Business Intelligence solution delivers on the age-old promise of back/front office integration by tying Sage SalesLogix to leading portfolio accounting systems and 3rd party financial data sources.

UNAPEN, Inc., the maker of ClientLogix, features optional modules that enable our clients to connect to the largest brokerage firms and market data sources in the world, anytime, anywhere.

Industries: Banks & Credit Unions, Investment, Securities, & Holding Companies

Business Needs: Data Storage/Warehousing, Fund Management, Forecasting, Handhelds/PDAs, Reporting & Decision Support


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