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Money 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

Guide to Wholesale Distribution Software
sponsored by Infor
WHITE PAPER: As the wholesale distribution industry becomes increasingly competitive, it's not just about offering the lowest prices anymore. Learn how business leaders can find ways to add layers of service to set themselves apart and build customer loyalty.
Posted: 11 May 2017 | Published: 11 May 2017

Infor

Social Impact, Accelerated: How Your Nonprofit's Back Office Can Change The World
sponsored by NetSuite
WHITE PAPER: For most organizations, having a system that runs their business properly is essential for success. For nonprofit organizations, it's even more crucial. Inside, learn how nonprofits can use NetSuite, a cloud ERP and CEM technology, to tackle challenges including the "starvation cycle," properly handling donations and partnerships, and more.
Posted: 22 May 2017 | Published: 22 May 2017

NetSuite

MSP Playbook: Maximizing Your Workflow
sponsored by Solarwinds MSP
WHITE PAPER: In this white paper, MSP market expert Karl Palachuck, demonstrates how your technicians should spend their day, why you need an all-call technician at all times, the importance of consistent real-time reporting, and more. Click into this playbook to maximize workflow in your MSP.
Posted: 12 May 2017 | Published: 12 May 2017

Solarwinds MSP

Understanding the Role of Robots in Modern-Day Accounting
sponsored by BlackLine
WHITE PAPER: Accounting has changed, and the robots are here. They have already been deployed in accounting departments at leading companies big and small. Learn about the effects of robotics and robotic process automation (RPA) has on the corporate accounting function.
Posted: 06 Nov 2017 | Published: 06 Nov 2017


Transforming Finance Processes for the Digital Economy
sponsored by SAP
WHITE PAPER: Finance is at the heart of the digital business, but the financial processes and technology platforms that have been utilized in the last 20 years aren't agile enough for the digital economy. Access this white paper to explore a modern approach to managing critical processes like planning and analysis, risk management, compliance, and more.
Posted: 17 Oct 2016 | Published: 17 Oct 2016

SAP

Enterprise BI Platform Vendors Compared
sponsored by OpenText
WHITE PAPER: This resource dives into the top vendors in the BI sector, comparing them based on a wide array of criteria. Cut through the complexity and find out what providers should have your business, and save yourself a BI headache down the road.
Posted: 08 Dec 2015 | Published: 08 Dec 2015

OpenText

Technology Best Practices to Shorten Planning, Budgeting, and Forecasting Windows. Integrate planning disciplines and
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: 29 Jul 2016 | Published: 10 Mar 2015

IBM
 
 
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