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Investment Management White Papers (View All Report Types)
 
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

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 Buyer's Guide to ERP Business Management Software
sponsored by NetSuite
WHITE PAPER: The definitions and implementations for ERP seem to vary from one site to the next. These differences, however, underscore the flexibility that can make an ERP system a powerful business management tool. Learn how the right ERP solution enables you to integrate a variety of functions into one complete system with this buyer's guide.
Posted: 18 Jul 2016 | Published: 31 Dec 2015

NetSuite

FP&A Accuracy Is No Longer A Myth: How To Improve Financial Planning, Budgeting, and Forecasting
sponsored by IBM
WHITE PAPER: In this Aberdeen Group research report, learn how your organization can improve its approach to planning, budgeting, and forecasting while simultaneously increasing accuracy and efficiency using CPM or EPM.
Posted: 04 Mar 2016 | Published: 31 Dec 2015

IBM

Improved Operational Efficiencies through End-To-End Financial Reconciliation
sponsored by Infogix
WHITE PAPER: This case study investigates how an insurance company transformed financial reconciliation using automation, which they gained after adopting a data analysis platform. Learn the benefits they achieved as a result, including improved operational efficiency, reduced costs, and more.
Posted: 08 Jul 2016 | Published: 31 Dec 2015

Infogix

A Guide to Essential Analytics Tools for New Healthcare Models
sponsored by SAS
WHITE PAPER: In this resource, you will compare the differing types of episode analytics, and discover how healthcare providers use these analytics for payment bundling in real-world scenarios. Read on now to discover how to reduce variations that will negatively impact care outcomes and lead to higher costs.
Posted: 06 Jan 2016 | Published: 31 Dec 2014

SAS

Define Team-Based Success and Choose the Right KPIs
sponsored by IBM
WHITE PAPER: Access this white paper to learn how you can identify and leverage KPIs to take advantage of the efficiency created by more streamlined, accountable teams of workers. Explore 6 implementation guidelines, including: identify the key teams, define the success factors for each team, and 4 more.
Posted: 21 Jul 2016 | Published: 31 Mar 2016

IBM

Evaluating the Top CPM Vendors
sponsored by IBM
WHITE PAPER: In this Nucleus Research paper, compare the top CPM vendors—including Oracle, IBM, Infor, and more—and learn which are the most competitive when it comes to offering features like out-of-the-box capabilities that drive accelerated time to value.
Posted: 02 Mar 2016 | Published: 31 May 2015

IBM

The Importance of Financial Management for Ecommerce
sponsored by Sage (UK) Limited
WHITE PAPER: Uncover the 4 biggest ways a financial management system for e-commerce can drive business growth, including flexibility to handle growth, real-time delivery of order information to customers, and 2 more.
Posted: 29 Jan 2016 | Published: 29 Jan 2016

Sage (UK) Limited
 
 
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