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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

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

Prime Your HR and Finance Systems for Change
sponsored by Workday
WHITE PAPER: Businesses facing growth and change require systems that evolve with them. The fact is, traditional software is simply too rigid to keep pace. Your savvy peers are transforming their systems to run in the cloud. Read the whitepaper to learn how you can, too, and benefit long into the future.
Posted: 25 Mar 2014 | Published: 25 Mar 2014

Workday

Replacing Your Revenue Cycle: A Roadmap to Financial Health
sponsored by Allscripts Healthcare Solutions
WHITE PAPER: In this white paper, you'll discover how you can replace your revenue cycle to capitalize on the latest technology in healthcare finance.
Posted: 06 May 2015 | Published: 06 May 2015


The Third Wave of Cloud Computing: Cloud Financials
sponsored by Tagetik Software
WHITE PAPER: Access this white paper for in-depth research into why cloud financial management systems are the future answer to adding big data analytics, fixing system fragmentation and cutting costs.
Posted: 12 May 2015 | Published: 18 Dec 2014

Tagetik Software

How one Australian Company Built Efficiencies Around their All-Star Team
sponsored by ConnectWise
WHITE PAPER: This white paper describes how ConnectWise, a leading business management platform, enabled Australian-based IT solution provider PowerNET to create profitability through efficiency and make sales predictable.
Posted: 19 Feb 2015 | Published: 19 Feb 2015

ConnectWise

The 3 Things Your Financial Consolidation Software Doesn’t Have…But Should!
sponsored by Tagetik Software
WHITE PAPER: Consult the following white paper to learn about the three things your CPM systems should have in order to be the most beneficial in today's dynamic financial market. Access now and learn the importance of accounting intelligence, adaptability, reporting, and more.
Posted: 05 May 2015 | Published: 05 May 2015

Tagetik Software

AP automation a guide for AP professionals & SAP users why it’s crazy not to go to the cloud as a SAAS solution
sponsored by Esker Inc.
WHITE PAPER: Access this handy guidebook to learn the basics of automation as a service for accounts payable. Uncover best practices for implementation and usage and learn valuable information to help you along the way.
Posted: 20 Apr 2015 | Published: 20 Apr 2015

Esker Inc.

Are You Ready For a New Era in B2B Collaboration?
sponsored by IBM
WHITE PAPER: This white paper examines what companies can do to modernize their approach to business-to-business collaboration in response to trends like globalization, consumerization, and mobility.
Posted: 03 Sep 2014 | Published: 31 Mar 2014

IBM
 
 
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