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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

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

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

Using ERP for Process Manufacturing Quality Management
sponsored by IFS
WHITE PAPER: In this informative white paper learn how to use ERP for process manufacturing quality management to streamline and simplify your business processes.
Posted: 23 Feb 2015 | Published: 31 Dec 2013

IFS

Make Faster, Smarter Project Management Decisions
sponsored by FinancialForce
WHITE PAPER: In this white paper, learn how professional services automation provided 1spatial with a unified cloud platform for managing its information allowing easy analysis and overall picture of project health. Read on to see the additional capabilities 1spatial gained.
Posted: 21 Dec 2015 | Published: 21 Dec 2015

FinancialForce

How to leverage desktop virtualization in finance
sponsored by Dell, Inc.
WHITE PAPER: Access this informative white paper to explore four scenarios in which VDI is well suited to meet the special requirements and budgetary constraints of data centers in finance.
Posted: 19 Mar 2015 | Published: 31 Dec 2014

Dell, Inc.

Changing Times, Changing Business: Why Finance is Moving to the Cloud
sponsored by Workday
WHITE PAPER: This resource reveals the findings of a survey of 270 finance and IT decision-makers regarding their financial management strategies and the value of embracing the cloud.
Posted: 19 Feb 2014 | Published: 30 Jun 2013

Workday

Uncovering Bust-Out Fraud with FICO Identity Resolution Engine
sponsored by FICO
WHITE PAPER: Discover how a powerful new social link analysis technology can help banks improve detection of bust-out fraud perpetrators, and better protect their funds.
Posted: 11 Jun 2014 | Published: 31 Dec 2013

FICO

Cloud Computing Cost-Saving with a Hybrid Model
sponsored by Intel
WHITE PAPER: This whitepaper unveils a theoretical financial model that will help you analyze cloud costs now and into the future.
Posted: 19 May 2014 | Published: 08 May 2013

Intel

Enterprise BI Platform Vendors Compared
sponsored by OpenText
WHITE PAPER: This resource dives into the top vendors in the BI sector, comparing them based on a wide array of criteria. Cut through the complexity and find out what providers should have your business, and save yourself a BI headache down the road.
Posted: 08 Dec 2015 | Published: 08 Dec 2015

OpenText
 
 
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