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Investment Management White Papers (View All Report Types)
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


Enabling Finance in a Digital Enterprise to Plan, Monitor, and Predict
sponsored by SAP America, Inc.
WHITE PAPER: Access this IDC technology spotlight today to discover how you can enable finance in a digital enterprise by providing the right information to plan, monitor, and predict the future.
Posted: 20 Nov 2015 | Published: 20 Nov 2015

SAP America, Inc.

Automating Accounts Payable – What You Need to Know
sponsored by Kofax from Lexmark
WHITE PAPER: This white paper will explain how to plan, invest, and execute a successful AP automation project. Access this resource now to discover how to increase your odds of success with forethought and planning.
Posted: 27 Aug 2015 | Published: 27 Aug 2015

Kofax from Lexmark

8 Must-Have Criteria for Self-Service Analytics
sponsored by Information Builders
WHITE PAPER: This whitepaper gives you 8 essential criteria for implementing self-service analytics in your organization. Discover how you can empower your business end users to tap into in-depth insights, driving more informed business moves and increasing visibility into valuable datasets.
Posted: 27 Oct 2015 | Published: 27 Oct 2015

Information Builders

AP Professionals & SAP Users' Guide: Why It’s Crazy Not to go to the Cloud
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.

Innovation in Receivable Management
sponsored by SAP
WHITE PAPER: This whitepaper outlines how your organization can find the tools necessary to manage receivables more effectively. Discover how you can get the most from your working capital to effectively run operations, save money for expansion, and optimize order-to-cash cycle.
Posted: 21 Sep 2015 | Published: 31 Dec 2013


Survey: Security Spending and Preparedness in the Financial Sector
sponsored by LogRhythm, Inc.
WHITE PAPER: In this report, you'll find the results of a survey that reveals how financial organizations are adapting to new security concerns and how they need to do better.
Posted: 04 Aug 2015 | Published: 04 Aug 2015

LogRhythm, Inc.

The Technology of the Business Data Lake
sponsored by Pivotal
WHITE PAPER: This white paper discusses an approach other than enterprise data warehouses (EDWs) to meet organizations reporting and operational needs.
Posted: 05 May 2014 | Published: 31 Dec 2013

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