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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

Business Management Assessment and Selection: Start Out Right
sponsored by Sage Software
WHITE PAPER: Go beyond ERP with business management that matches your requirements without sacrificing agility. Learn how to carry out a much more focused and thorough search to get your business management solution right, the first time.
Posted: 17 May 2016 | Published: 17 May 2016

Sage Software

Breaking the barriers to financial planning with exploratory analytics
sponsored by IBM
WHITE PAPER: Financial planning and analysis (FP&A) is about to experience explosive growth due largely to cloud computing as well as exploratory and predictive analytics. Explore this comprehensive guide to learn about the booming growth that's about to happen in FP&A and prepare to take advantage of it.
Posted: 16 Jun 2016 | Published: 10 Jun 2016

IBM

How Finance Teams Can Help Their Organizations Get Future-Ready
sponsored by IBM
WHITE PAPER: This white paper explores how finance teams can improve performance management, embrace lean practices, implement a scrum methodology, and more. Access now to find out what the best practices are for making your business future-ready.
Posted: 16 Jun 2016 | Published: 30 Jan 2015

IBM

Improving Planning, Budgeting and Forecasting with Advanced Analytics
sponsored by IBM
WHITE PAPER: This report, based on a survey of 167 organizations of all sizes, uncovers the challenges organizations face when using performance data, the steps needed to create a base-line budget. Access now and you'll also find tactics for taking planning to the next level through advanced analytics, as well as the benefits of predictive business solutions.
Posted: 16 Dec 2015 | Published: 29 Aug 2014

IBM

Key Concepts in IT Financial Management: Transparency, Budgeting, Funding and Allocation
sponsored by Gartner
WHITE PAPER: In this white paper, Gartner offers research that explores key findings and recommendations for IT financial management with topics covering transparency, budgeting, funding and allocation models.
Posted: 28 Jun 2016 | Published: 23 Mar 2016

Gartner

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

Driving Business Value with Flash-Optimized Storage Strategies
sponsored by Dell, Inc. and Intel®
WHITE PAPER: Access this white paper to find out how optimizing storage with flash can help you cut down on storage management time. Read on to learn how flash can give your business a strong ROI.
Posted: 23 Jun 2015 | Published: 31 Jan 2015

Dell, Inc. and Intel®
 
 
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