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Money Management White Papers (View All Report Types)
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


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

Report: What you Need to Build High-Performing Finance Functions
sponsored by SAP
WHITE PAPER: In this report, discover startling statistics from CFO researchers that detail the drive to transform finance operations. As you read, learn what you can do to optimize business process execution, cash management, and your bottom line.
Posted: 15 Sep 2015 | Published: 31 Dec 2015


3 Ways Automation Improves Financial Operations Visibility
sponsored by OnBase by Hyland
WHITE PAPER: By automating the processes surrounding AP and AR, organizations reduce costs, improve cash management and increase visibility while providing workers with the tools they need to increase efficiency. Discover how automation benefits your financial operations.
Posted: 21 Sep 2015 | Published: 21 Sep 2015

OnBase by Hyland

Why Workday?
sponsored by Workday
WHITE PAPER: This white paper explores why it might be time for your business to move beyond legacy systems to business applications hosted in the cloud.
Posted: 25 Mar 2015 | Published: 25 Mar 2015


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.

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

Is Travel and Expense Management Your Data Blind Spot?
sponsored by Concur Technologies
WHITE PAPER: The following white paper examines the importance of keeping your travel and expense systems up-to-date and offers several points of guidance to help ensure your T&E systems are where they should be. Access now and learn about the challenges many companies face with T&E, how they affect finance, and much more.
Posted: 29 Sep 2015 | Published: 29 Sep 2015

Concur Technologies

5 Myths of Supplier Portals
sponsored by Kofax from Lexmark
WHITE PAPER: This white paper outlines how better utilization of the self-service functionality embedded in supplier facing system is worth the effort for many purchase to pay businesses. Read now to discover how your organization can free up resources, lead to better data quality and improve supplier relations.
Posted: 28 Aug 2015 | Published: 28 Aug 2015

Kofax from Lexmark
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