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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 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

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

The New Era of the Agile Supply Chain
sponsored by GT Nexus
WHITE PAPER: In this valuable white paper learn more about how you can move forward by looking backward by creating an agile supply chian with end-to-end visibility.
Posted: 19 Feb 2015 | Published: 31 Dec 2014

GT Nexus

10 Critical Requirements for Cloud Applications
sponsored by Workday
WHITE PAPER: In this informative resource, two experienced SaaS pioneers list the 10 critical requirements that cloud applications and providers must meet in order to deliver the full benefits of modern SaaS.
Posted: 20 Mar 2015 | Published: 11 Sep 2012

Workday

Solutions & Strategies for Supply Chain Assurance & Collaboration: A Retailer’s Quest for a Unified Buying Cycle
sponsored by GT Nexus
WHITE PAPER: In this informative white paper get solutions and strategies for supply chain assurance and collaboration, and learn more about how you can realize your need for a unified buying cycle.
Posted: 19 Feb 2015 | Published: 31 Dec 2014

GT Nexus

The CFO Agenda 2020: Getting Ready for the Digital Age
sponsored by Hewlett-Packard Company
WHITE PAPER: View this white paper to view in-depth statistics of more than 301 CFOs in organizations worldwide to gain keen insights on their changing roles and fuctions.
Posted: 21 Nov 2014 | Published: 08 Oct 2014

Hewlett-Packard Company

Infographic: Bridging the Gap Between Business and IT
sponsored by IBM
WHITE PAPER: This infographic illustrates the necessity of integration between business and IT, as well as the fundamental disagreements that exist between the two groups.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM

Empowering Modern Finance
sponsored by Oracle Corporation
WHITE PAPER: Modern financial organizations are no longer satisfied with simply containing costs -- they are committed to improving operations, leveraging analytics, and producing data-driven insight. In this report, discover what C-suite and line-of-business execs had to say about the goals of modern finance organizations and the role of technology.
Posted: 01 Apr 2014 | Published: 01 Apr 2014

Oracle Corporation

The Benefits of Running Your Business Software in the Cloud: Strategies for Success
sponsored by NetSuite
WHITE PAPER: Ad hoc, standalone applications have a tough time keeping up with the requirements of business growth. This resource examines key benefits you can realize by moving your business software to the cloud.
Posted: 14 Feb 2014 | Published: 31 Dec 2011

NetSuite
 
 
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