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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

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

The Journey to Value: Transforming Procurement to Drive the Enterprise Agenda
sponsored by IBM
WHITE PAPER: You can learn more about the secrets behind the success of effective procurement professionals by accessing this exclusive case study. Learn more about how you can transform your procurement success into an enterprise driving agenda.
Posted: 20 Mar 2015 | Published: 31 Dec 2014


A Practical Application of the Universal Process Framework
sponsored by Workiva
WHITE PAPER: In this paper, uncover a real-life example of how one finance team empowered itself to take on process improvement—creating repeatable and sustainable processes that allowed them to meet growing demands and improve quality.
Posted: 17 Nov 2015 | Published: 17 Nov 2015


SaaS and Cloud-Based Integration: Assessing the Business Impact in Multi-Country Payroll
sponsored by Workday
WHITE PAPER: Learn about the evolution of SaaS in multi-country payroll, the business implications of various approaches and the potential benefits and concerns.
Posted: 11 Sep 2014 | Published: 30 Nov 2011


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

Developing the Right Price for Your Services
sponsored by ConnectWise
WHITE PAPER: Consult the following white paper for 5 proven tips to maximize profit through properly assigning service prices. You'll learn how to build pricing strategies, prove worth, and much more.
Posted: 16 Dec 2014 | Published: 16 Dec 2014


Cloud Computing Cost-Saving with a Hybrid Model
sponsored by Intel
WHITE PAPER: This whitepaper unveils a theoretical financial model that will help you analyze cloud costs now and into the future.
Posted: 19 May 2014 | Published: 08 May 2013

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