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Investment Management White Papers (View All Report Types)
 
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

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

Achieve Success in the Cloud Without Straining Your Budget
sponsored by CenturyLink Technology Solutions
WHITE PAPER: This white paper shares tips on how to keep the total cost of ownership low for your business with the addition of cloud applications.
Posted: 09 Jun 2014 | Published: 09 Jun 2014

CenturyLink Technology Solutions

Why Enterprise Resource Planning Software is Your Best Business Intelligence Tool
sponsored by IFS
WHITE PAPER: How can you harness big data correctly to yield valuable information and give your organization a competitive edge? In this valuable white paper, learn why ERP software is your best business intelligence tool for harvesting and analyzing big data.
Posted: 23 Feb 2015 | Published: 31 Dec 2014

IFS

SaaS and Cloud-Based Integration: Assessing the Business Impact in Multi-Country Payroll
sponsored by Workday
WHITE PAPER: Learn about the evolution of SaaS in multi-country payroll, the business implications of various approaches and the potential benefits and concerns.
Posted: 11 Sep 2014 | Published: 30 Nov 2011

Workday

The New Era of the Agile Supply Chain
sponsored by GT Nexus
WHITE PAPER: In this valuable white paper learn more about how you can move forward by looking backward by creating an agile supply chian with end-to-end visibility.
Posted: 19 Feb 2015 | Published: 31 Dec 2014

GT Nexus

Overcoming the CFO's Blind Spot: The Sales Plan
sponsored by Anaplan
WHITE PAPER: Unfortunately for many CFOs, there exists quite a prominent blind spot when it comes to forecasting future earnings. The following white paper explores this problem and offers insights into the technology that can help shed light on these darkened, yet critical areas.
Posted: 09 Jan 2015 | Published: 09 Jan 2015

Anaplan

The Journey to Value: Transforming Procurement to Drive the Enterprise Agenda
sponsored by IBM
WHITE PAPER: You can learn more about the secrets behind the success of effective procurement professionals by accessing this exclusive case study. Learn more about how you can transform your procurement success into an enterprise driving agenda.
Posted: 20 Mar 2015 | Published: 31 Dec 2014

IBM

Case Management and Smart Process Applications
sponsored by K2
WHITE PAPER: This report looks at the applicability of smart process applications, the drivers for improved case management, and the feature sets required of a modern case management system.
Posted: 20 Nov 2014 | Published: 20 Nov 2014

K2
 
 
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