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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

Improve Your ROI With The Right Business Management Technology
sponsored by Sage (UK) Limited
WHITE PAPER: As your business grows, you need software that can keep up with the evolution. In this ROI improvement guide, learn how to search and review business management technology, plan for the future, and maximize profitability.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

Sage (UK) Limited

The Great Debate: One Integrated Business System vs. Siloed Applications
sponsored by NetSuite
WHITE PAPER: There is a debate right as to whether it's better to run siloed applications or a single integrated business system. Access this white paper to learn about the pros and cons to each, see several case studies, and decide which strategy works best for your organization.
Posted: 14 Oct 2016 | Published: 14 Oct 2016

NetSuite

How to Cure Your Inventory Management Headache
sponsored by Sage (UK) Limited
WHITE PAPER: Explore why disparate and legacy enterprise resource planning (ERP) systems can overcomplicate inventory management. Discover 3 key benefits of using modern business management tools for your inventory.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

Sage (UK) Limited

3 Risks in the Oil and Gas Industry to Overcome
sponsored by SNP America, Inc.
WHITE PAPER: During mergers and acquisitions (M&As), business operations must stay intact (and, in fact, speed up) while reducing risks. Learn how oil and gas companies are overcoming M&A challenges, and 3 key strategies for your organization to do the same.
Posted: 24 Jan 2017 | Published: 24 Jan 2017

SNP America, Inc.

Cash Management in the Digital Age Part 2
sponsored by Dell EMC, Axxiome & Intel®
WHITE PAPER: Hear from experts Leon Sinclair and Jody Ellis on how to improve cash management, as well as how SAP HANA appliances accelerate the analysis of cash management information.
Posted: 23 Aug 2017 | Published: 23 Aug 2017

Dell EMC, Axxiome & Intel®

How To Foster Greater Collaboration and Support Enterprise Objectives Through Business Networks
sponsored by Basware
WHITE PAPER: 40% of B2B activity in the US, and 20% world-wide, is done electronically through business networks. Access this white paper to learn what business networks are capable of, and discover how to create circles of improved collaboration and support enterprise objectives.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Basware

Aberdeen Group Checklist: The Path from Historical Baselines to Advanced Analytics in FP&A
sponsored by IBM
WHITE PAPER: A recent study conducted by Aberdeen Group highlighted the benefits of using analytics in planning, budgeting, and forecasting. But creating accurate forecasts can be a challenge out of the gate. This checklist provides the steps for transforming organizations that are inexperienced with analytics into FP&A pros.
Posted: 26 Jul 2016 | Published: 26 Jul 2016

IBM
 
 
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