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Investment Management White Papers (View All Report Types)
 
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

Microsoft

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

Wipro Technologies

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

Advent Software, Inc

Growing Faster with Cloud ERP Deployment
sponsored by Sage (UK) Limited
WHITE PAPER: In this infographic, learn why many companies who took part in a recent survey have chosen cloud as-a-service ERP over other options.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

Sage (UK) Limited

How CIOs Are Leading The New Composable Enterprise
sponsored by MuleSoft
WHITE PAPER: The organization as we know it has changed – online and app-based companies powered by cloud, APIs, and IoT – are redefining markets and raising consumer expectations. Inside, learn how CIOs are stepping up to guide corporate strategy as composable enterprises become the new reality.
Posted: 18 Apr 2017 | Published: 18 Apr 2017

MuleSoft

Cash Management in the Digital Age
sponsored by Dell EMC, Axxiome & Intel®
WHITE PAPER: Hear from experts Leon Sinclair and Jody Ellis on how to improve cash management for the modern financial technology landscape in conjunction with SAP environments.
Posted: 23 Aug 2017 | Published: 23 Aug 2017

Dell EMC, Axxiome & Intel®

Benefits of Updating Your ERP System
sponsored by Sage (UK) Limited
WHITE PAPER: Outdated ERP technology can be too slow, complex, and inflexible to keep up with emerging technologies and ever-changing regulatory requirements. Learn 4 reasons to update your ERP system.
Posted: 21 Aug 2017 | Published: 31 Dec 2016

Sage (UK) Limited

Define Team-Based Success and Choose the Right KPIs
sponsored by IBM
WHITE PAPER: Access this white paper to learn how you can identify and leverage KPIs to take advantage of the efficiency created by more streamlined, accountable teams of workers. Explore 6 implementation guidelines, including: identify the key teams, define the success factors for each team, and 4 more.
Posted: 21 Jul 2016 | Published: 31 Mar 2016

IBM

Q&A: Strategic Financial Planning and Management
sponsored by IBM
WHITE PAPER: In this Ventana Research paper, uncover the answers to 8 common financial planning and management questions, including: What are the most important trends? How do companies use analytics in planning and budgeting? And 6 more.
Posted: 01 Mar 2016 | Published: 31 Dec 2015

IBM

Software guide: Extending Planning & Forecasting with Analytics
sponsored by IBM
WHITE PAPER: This paper addresses the challenges of planning, budgeting and forecasting in a spreadsheet environment and highlights the advantages of using dynamic planning tools. Read on and learn how to join the ranks of companies that consistently deliver timely, reliable plans and forecasts.
Posted: 26 Jul 2016 | Published: 31 Mar 2014

IBM
 
 
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