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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

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 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

Coverity Scan €- Big Data Spotlight
sponsored by Coverity by Synopsys
WHITE PAPER: View this informative white paper to learn how to address critical defects. Discover how you can manage various big data projects and generate revenue.
Posted: 05 Mar 2015 | Published: 31 Dec 2014

Coverity by Synopsys

Research Report: How Propex Streamlined Its Budgeting and Planning Processes
sponsored by Tagetik Software
WHITE PAPER: Access this white paper to learn how Propex, a globalized manufacturer company, satisfied its need for unified financial/operational budgeting and planning, complete auditability of changes, reduced manual effort to prepare budgets and more.
Posted: 11 May 2015 | Published: 26 Dec 2014

Tagetik Software

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

IBM Financial Transaction Manager Speeds introduction of new transaction services
sponsored by IBM
WHITE PAPER: Learn how your organization can drive growth with new financial transaction managing (FTM) systems that deliver high efficient management of financial transactions in a robust and scalable environment.
Posted: 13 May 2015 | Published: 31 Jul 2013

IBM

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

How Mobile IT Teams are Boosting Business ROI
sponsored by Box
WHITE PAPER: Access this infographic for quick tidbits about the current state of the mobile enterprise, and what advantages companies can expect from implementing a thorough and planned out mobile strategy.
Posted: 04 Dec 2014 | Published: 04 Dec 2014

Box

Bridging the Business/IT Divide in B2B Integration
sponsored by IBM
WHITE PAPER: This research report presents results from a survey of 360 line of business managers in regards to B2B integration, and also offers recommendations on narrowing the gap between business and IT to maximize returns from B2B integration initiatives.
Posted: 16 Jun 2014 | Published: 30 May 2014

IBM
 
 
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