Investment Management White Papers

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Jun 19, 2013

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Investment Management

Investment Management White Papers (View All Report Types)

WEALTH MANAGER'S TAKE ON OUTSOURCING sponsored by Wipro Technologies WHITE PAPER: Wealth managers can ensure success of outsourcing relationships by ensuring a stringent service provider selection program based on service providers' processes, quality standards, cost efficiency and knowledge. Posted: 26 Feb 2008 \| Published: 01 Jan 2007 TOPICS: Outsourcing \| Trends \| Vendor Selection \| Wealth Management \| Wealth Management Industry

A Best Practice Guide to Family Office Technology sponsored by Advent Software, Inc WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment. Posted: 08 Nov 2010 \| Published: 08 Nov 2010 TOPICS: Compliance Best Practices \| Financial Industry Organizations \| Financial reporting software \| Financial Service Providers \| Financial Services Industry \| Risk Management \| Wealth Management

Wealth Management Firms Choose CRM to Improve Productivity and Client Service sponsored by Microsoft WHITE PAPER: To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM. Posted: 25 Aug 2009 \| Published: 25 Aug 2009 TOPICS: CRM \| CRM Software \| Customer Data Integration \| Customer Data Management \| Customer Profiles \| Customer Service \| Microsoft Outlook \| Wealth Management

Reputational risk and IT in the banking industry sponsored by IBM WHITE PAPER: Today's banking industry is beginning to pay closer attention to the links between IT failures and reputational damage. This resource demonstrates how IT risk can jeopardize productivity, damage customer relationships and ultimately erode trust in your organization. Posted: 29 May 2013 \| Published: 29 May 2013 TOPICS: Business Continuity Planning \| Business Continuity Planning Software \| Business Management \| Business of Information Technology \| Business Process Management \| Business Processes \| Disaster Planning \| Disaster Recovery \| Risk Assessment \| Risk Management

The Unmatched Value of Enterprise Revenue Dynamics sponsored by Revitas, Inc. WHITE PAPER: This resource explains how contract lifecycle management (CLM) alone isn't enough to optimize business performance, and introduces Enterprise Revenue Dynamics as a single, strategic platform for managing contracts, pricing, and compliance. Posted: 03 Jun 2013 \| Published: 31 Jan 2012 TOPICS: Accounting \| Accounting Software \| B2B \| Compliance (Finance) \| Compliance Software \| Contract Management \| Contract Management Software \| Contracts \| Financial Applications Software \| Financial Management \| Financial Systems \| Financing \| Pricing \| Regulatory Compliance

Supporting SOX Compliance Through Enterprise Revenue Dynamics sponsored by Revitas, Inc. WHITE PAPER: This resource describes how the right financial management approach will allow you to automate the financial reporting and analysis process, giving you the visibility you need while also addressing Sarbanes-Oxley compliance requirements. Posted: 31 May 2013 \| Published: 29 Feb 2012 TOPICS: Accounting \| Accounting Software \| Compliance (Finance) \| Compliance Software \| Financial Applications Software \| Financial Management \| Financial Reporting \| Financial reporting software \| Financial Systems \| Financial Transaction Processing \| Financing \| Regulatory Compliance \| Sarbanes-Oxley Act of 2002 \| Sarbanes-Oxley Compliance

Optimizing Service – Driven Businesses sponsored by Ramco Systems WHITE PAPER: This white paper introduces an approach to service resource and planning (SRP) that allows you to tackle the challenges of the professional services sector head-on by gaining true visibility into resource availability, consolidating disparate systems, processes and data, and more. Posted: 09 May 2013 \| Published: 09 May 2013 TOPICS: Business Management \| Business Performance Management \| Business Process Management \| Business Process Management Software \| Business Processes \| Enterprise Asset Management Software \| Enterprise Resource Management \| ERP \| Professional Services Automation Software \| Professional Services Industries \| Service Process Optimization Software

30 Business Practices for Remaining Competitive in a changing Economy sponsored by Citrix Online Go To Meeting WHITE PAPER: This Focus Research eBook explores 30 best practices designed to help you weather the storm and successfully navigate an unsteady economy. Posted: 01 Apr 2013 \| Published: 01 Apr 2013 TOPICS: Business Environment \| Business IT Alignment \| Business Management \| Business of Information Technology \| Business Process Management \| Business Processes \| IT Best Practices \| IT Departments \| IT Infrastructure \| IT Management

The Business Benefits of Enterprise Mobile Solutions sponsored by IFS WHITE PAPER: This resource offers advice to help your organization unlock the full potential of mobile. Inside, learn where and how mobile can provide a competitive business advantage, discover your options for implementing a mobile strategy, and much more. Posted: 05 Jun 2013 \| Published: 31 Jan 2013 TOPICS: Applications Management \| Business Management \| Business Performance Management \| Business Process Management \| Business Processes \| ERP \| ERP Software \| Mobile Device Management \| Mobile Device Management Software \| Mobile Workers \| Smart Phones \| Tablet PC

IDC: The Business Value of Entry-Level Enterprise Storage sponsored by Hitachi Data Systems WHITE PAPER: In this short white paper, learn how to deploy the next-generation of entry-level arrays to businesses that are budget-conscious, but also cannot afford to compromise on technology. Posted: 24 Apr 2013 \| Published: 31 Oct 2012 TOPICS: Budgeting \| Business Continuity Planning \| Business Management \| Data Center Management \| Data Management \| Disaster Recovery \| Financial Management \| Server Virtualization \| Storage Architectures \| Storage Capacity \| Storage Management

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