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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

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

Automated Budgeting Processes: How to Gain Greater Insight into Business Performance
sponsored by Prophix Software
WHITE PAPER: Access this in-depth paper to get a better understanding of who is involved in budgeting, how to analyze and validate the budget, and how to eliminate the use of spreadsheets within budgeting processes.
Posted: 14 Aug 2014 | Published: 14 Aug 2014

Prophix Software

Accelerate Your Business: Performance Reporting Essentials
sponsored by Prophix Software
WHITE PAPER: Explore the 8 features you should look for in a reporting management package.
Posted: 03 Jun 2014 | Published: 31 Dec 2012

Prophix Software

The Big 4 in IT Evolution and How They Affect Your Integration Strategy
sponsored by IBM
WHITE PAPER: This infographic illustrates the impact of the "Big 4" forces in the evolution of IT—big data, the cloud, mobility, and social forces—providing statistics that depict how each force is already impacting workplaces, as well as their effects on B2B integration.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM

5 Steps to Help Assess the Total Cost of Ownership of your HR Technology Footprint
sponsored by Workday
WHITE PAPER: This whitepaper provides a “road map” for organizations to use for assessing their total cost of ownership for HR technology and building the business case to improve these technologies.
Posted: 20 Mar 2014 | Published: 20 Mar 2014

Workday

Corporate-to-Bank Connectivity
sponsored by OpenText GXS
WHITE PAPER: Learn about corporate-to-bank (C2B) connectivity, and how to overcome its challenge of complexity.
Posted: 13 Jun 2014 | Published: 31 Jul 2013

OpenText GXS

Financials - Killing your Business
sponsored by Workday
WHITE PAPER: Today's CFOs are strapped with old systems that are inflexible and holding back their business. It's no surprise that innovative CFOs are finding freedom with cloud-based financial management applications. See the infographic to learn how CFOs are transforming their organizations in the cloud.
Posted: 27 Mar 2014 | Published: 27 Mar 2014

Workday

What Ever Happened to the Virtual Close?
sponsored by Adaptive Insights
WHITE PAPER: Access this exclusive paper that discusses how CFOs are once again trying to perfect the process of closing the books, and this time, not in a way that should be solely focused on doing it faster. Learn from several financial executives why patience is vital when dealing with the virtual close.
Posted: 17 Sep 2014 | Published: 30 Nov 2011

Adaptive Insights
 
 
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