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Investment Management White Papers (View All Report Types)
 
Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

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

Firmwide Scenario Analysis and Stress Testing: Risk Perspective
sponsored by SAS
WHITE PAPER: Stress testing is a vital aspect of any business' success. Special techniques have emerged in recent years after the recent financial crisis. Access this white paper to learn about the future of firmwide stress testing, the importance of risk management, and more.
Posted: 09 Nov 2016 | Published: 09 Nov 2016

SAS

Achieving a Next-Gen Business Strategy in the Cloud
sponsored by Infor
WHITE PAPER: This resource discusses deploying a ready-to-run ERP cloud platform. With such a deployment you can achieve streamlined management of, and deep visibility into, every aspect of your business.
Posted: 07 Sep 2016 | Published: 30 Jan 2015

Infor

10 Capabilities of Global Finance Management Systems
sponsored by Infor
WHITE PAPER: Discover 10 key capabilities that can make your financial management system and processes an asset to global expansion. From finding and retaining the right talent to managing complex tax structures, your choices should enable you to easily handle the challenges of expanding your business globally.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

10 Ways to Use ERP and Best-of-Breed Spend Management
sponsored by Coupa
WHITE PAPER: Many companies find themselves in the debate between ERP and best-of-breed cloud app suites, not recognizing that – if given the right strategy – the two can work together. Uncover 10 of these strategies that help revitalize ERP, including surround ERP at a master data level, don't equate a single vendor with a single app suite, and 8 more.
Posted: 12 Jan 2017 | Published: 12 Jan 2017

Coupa

Software guide: Extending Planning & Forecasting with Analytics
sponsored by IBM
WHITE PAPER: This paper addresses the challenges of planning, budgeting and forecasting in a spreadsheet environment and highlights the advantages of using dynamic planning tools. Read on and learn how to join the ranks of companies that consistently deliver timely, reliable plans and forecasts.
Posted: 26 Jul 2016 | Published: 31 Mar 2014

IBM
 
 
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