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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

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

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

Cash Management in the Digital Age
sponsored by Dell EMC, Axxiome & Intel®
WHITE PAPER: Commercial lines of business have yet to fully capitalize on cash management services as a potential revenue stream. Discover how to drive visibility into cash management data with Axxiome's Cash Management Cockpit, built on the in-memory, real-time, cloud-compatible capabilities of SAP HANA.
Posted: 31 Jul 2017 | Published: 31 Jul 2017

Dell EMC, Axxiome & Intel®

Cloud ERP: Emerging As A Replacement To On-Premise
sponsored by Sage Software
WHITE PAPER: Today, businesses of all sizes and industries are accessing core enterprise applications via the cloud. Since ERP is the most important suite of software applications for many businesses, it makes sense that this, too, is making the move to the cloud. Learn about the journey to cloud ERP, and what this shift spells for your business.
Posted: 07 Apr 2017 | Published: 07 Apr 2017

Sage Software

The Great Debate: One Integrated Business System vs. Siloed Applications
sponsored by NetSuite
WHITE PAPER: There is a debate right as to whether it's better to run siloed applications or a single integrated business system. Access this white paper to learn about the pros and cons to each, see several case studies, and decide which strategy works best for your organization.
Posted: 14 Oct 2016 | Published: 14 Oct 2016

NetSuite

7 Capabilities in Performance Management for a World of Volatility, Uncertainty and Risk
sponsored by IBM
WHITE PAPER: Finance teams are often slow in delivering important data and analysis business executives to make informed decisions. Performance management tools can help, but in what ways? In this white paper, learn 7 key capabilities of performance management software, how you can accelerate analytics insights, and more.
Posted: 26 Jul 2016 | Published: 31 Dec 2015

IBM

What'€™s the ROI of Embedded Analytics?
sponsored by GoodData
WHITE PAPER: Estimates say through 2015, more than 90% of business leaders will view content information as a strategic asset, yet fewer than 10% will quantify its economic value. This whitepaper dives into the world of embedded analytics, and how they impact a company's financials. Read on to see the ROI success of bussinesses that leverage embedded analytics.
Posted: 07 Dec 2015 | Published: 07 Dec 2015

GoodData

FP&A Accuracy Is No Longer A Myth: How To Improve Financial Planning, Budgeting, and Forecasting
sponsored by IBM
WHITE PAPER: In this Aberdeen Group research report, learn how your organization can improve its approach to planning, budgeting, and forecasting while simultaneously increasing accuracy and efficiency using CPM or EPM.
Posted: 25 Jul 2016 | Published: 31 Dec 2015

IBM

Information, Technology and Innovation in Business Management, Part 1: Schumpeter's Gale
sponsored by IBM
WHITE PAPER: In this white paper, learn about the role and impact of information technology on management to date, and which of these recent developments will combine to have a transformative impact in the near future. Additionally, learn what to keep in mind when selecting a business analytics software option.
Posted: 16 Dec 2015 | Published: 30 Sep 2014

IBM
 
 
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