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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

How to Ease your Financial Headache
sponsored by Sage Software
WHITE PAPER: This white paper offers advice on how to gain proper financial insight by integrating your data sources. Explore ways to troubleshoot your financial woes so you can access all your financial data from a single dashboard, run your business better with predictive analytics, and more.
Posted: 11 May 2016 | Published: 11 May 2016

Sage Software

Financial Services: Risk Management and Regulatory Compliance
sponsored by Red Hat
WHITE PAPER: In this technology overview, you will learn how to employ a cloud-ready, cost-effective financial services solution to help you in managing organizational risk. Read on now to discover how to automate and regulate your applications and enterprise risk management.
Posted: 05 Mar 2015 | Published: 05 Mar 2015

Red Hat

Project Management for Maximum Profitability
sponsored by Sage (UK) Limited
WHITE PAPER: In this white paper, explore the possibilities of project management, including: enhanced scheduling and reporting, seamless integration of systems, effective resource management, and more. Learn how you can get faster, more reliable, and transparent results that can lead to improved profitability and reduced risk.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Sage (UK) Limited

Building the Business Case for e-invoicing
sponsored by Netsend
WHITE PAPER: Switching to a paperless e-invoicing process can cut costs and improve agility, but it can be challenging to convince stakeholders and IT leaders that a transition is worth the effort. This resource provides a step-by-step guide to encourage buy-in for e-invoicing in your enterprise.
Posted: 14 Apr 2016 | Published: 14 Apr 2016

Netsend

Why Fast-Growing Companies Leave Quickbooks and Adopt Cloud Financials to Accelerate Growth
sponsored by Tribridge
WHITE PAPER: QuickBooks is a standard financial tool for small businesses. But what happens when a small business isn't so small anymore? Explore 5 scenarios that can be mitigated by adopting a cloud financials tool.
Posted: 16 Jun 2016 | Published: 16 Jun 2016

Tribridge

Cost-Benefit Analysis: Comparing Key Players for Structured Analytics
sponsored by IBM
WHITE PAPER: Can your organization implement Hadoop clusters without being crippled by IT costs? This resource considers two major players offering structured analytics. Access now to see each of their cost-benefit results and discover the best choice for your business.
Posted: 26 Oct 2015 | Published: 26 Oct 2015

IBM

3 Ways a N.Y. Hospital Saw Its Workflows Reprogrammed
sponsored by McKesson Corporation
WHITE PAPER: This whitepaper considers how one New York hospital re-evaluated their communication workflows, and shares their improvements. Read on to see how software is reshaping the industry, and how your organization could see similar results.
Posted: 16 Nov 2015 | Published: 16 Nov 2015

McKesson Corporation
 
 
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