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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

Best Practices to Shorten Budgeting, Planning, and Forecasting Windows
sponsored by IBM
WHITE PAPER: This resource offers best practices for accelerating the budgeting, planning, and forecasting cycle (BP&F). Technology selection is critical, planning should be iterative but automation should be prioritized, and don't forget about data security. Learn more inside...
Posted: 02 Mar 2016 | Published: 10 Mar 2015

IBM

How Close Tracking Against Services Contracts can Increase Profitability
sponsored by Sage Software
WHITE PAPER: Services contracts help satisfy customers in a profitable way. Learn about how you can achieve this goal with profitability analysis, a clear view of your contracts, control over costs and margins, and more.
Posted: 13 May 2016 | Published: 13 May 2016

Sage Software

Take Back Control of your Business
sponsored by Sage Software
WHITE PAPER: To sustain profitable growth, you must take back control of your business processes. Learn how the right business management system integrates all information and workflows so your entire company is operating from the same information.
Posted: 17 May 2016 | Published: 17 May 2016

Sage Software

The Importance of Financial Management for Ecommerce
sponsored by Sage (UK) Limited
WHITE PAPER: Will your ecommerce strategy support new growth? And if so, do you have a successful ecommerce storefront backed by a powerful financial management system? Access this white paper to find out the answers to these questions and more. Discover how optimizing your financial management can help your ecommerce strategy succeed in a competitive market.
Posted: 29 Jan 2016 | Published: 29 Jan 2016

Sage (UK) Limited

Checklist: Selecting the Right e-invoicing Provider
sponsored by Netsend
WHITE PAPER: It can be challenging to choose between potential e-invoicing partners to find a solution that fits your needs. Access a checklist of key considerations to keep in mind when evaluating e-invoicing providers. Inside, discover the pros and cons of open and closed networks.
Posted: 18 Apr 2016 | Published: 18 Apr 2016

Netsend

HP Financial Services in brief
sponsored by Hewlett-Packard Enterprise
WHITE PAPER: This white paper explores the investment solutions that support the transition to the updated styles of IT. Learn how these solutions can provide the flexibility for change that new technology is bringing and how it can adapt to future requirements.
Posted: 21 Oct 2014 | Published: 31 Dec 2013

Hewlett-Packard Enterprise

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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