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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

Microsoft

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

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

Workday

How to leverage desktop virtualization in finance
sponsored by Dell, Inc.
WHITE PAPER: Access this informative white paper to explore four scenarios in which VDI is well suited to meet the special requirements and budgetary constraints of data centers in finance.
Posted: 19 Mar 2015 | Published: 31 Dec 2014

Dell, Inc.

Department Store Retailer - A leading department store buys into mobile IBM System i connectivity - without the hefty price tag
sponsored by Open Legacy
WHITE PAPER: A major department store chain used applications residing on an IBM System i for store management, sales floor tracking, reporting, and finance. It wanted to unlock business-critical data stored in its legacy applications, so it modernized its IBM System i environment.
Posted: 01 Jun 2015 | Published: 01 Jun 2015

Open Legacy

Replacing Your Revenue Cycle: A Roadmap to Financial Health
sponsored by Allscripts Healthcare Solutions
WHITE PAPER: In this white paper, you'll discover how you can replace your revenue cycle to capitalize on the latest technology in healthcare finance.
Posted: 06 May 2015 | Published: 06 May 2015


The Light at the End of the Travel Data Tunnel
sponsored by Concur Technologies
WHITE PAPER: Explore this resource to uncover the "best-in-class" pillars of expense management, and discover how modern technology and system integration can provide finance teams with the ability to manage and measure their T&E spending.
Posted: 03 Apr 2014 | Published: 31 Dec 2013

Concur Technologies

Buyer’s Guide to Financial Management Software
sponsored by NetSuite
WHITE PAPER: This resource counts down 10 essential capabilities of an effective financial management system. Read on to learn how you can make the software selection process a breeze.
Posted: 12 Feb 2014 | Published: 31 Dec 2012

NetSuite

Bridging the Business/IT Divide in B2B Integration
sponsored by IBM
WHITE PAPER: This research report presents results from a survey of 360 line of business managers in regards to B2B integration, and also offers recommendations on narrowing the gap between business and IT to maximize returns from B2B integration initiatives.
Posted: 16 Jun 2014 | Published: 30 May 2014

IBM
 
 
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