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Money Management White Papers (View All Report Types)
 
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

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

Visual Analytics for Improving Risk Calculation
sponsored by SAS
WHITE PAPER: Where is the banking industry now with having enterprise-wide capabilities to rapidly and accurately understand their risk exposures? Tap this paper to find out. Plus, explore how you can leverage a power engine, visual analytics, and event stream processing to gain a single view of market risk and access insights faster.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

SAS

THE ZEN OF A CONNECTED BUSINESS
sponsored by Sage Software - Live
WHITE PAPER: This white paper describes 3 warning signs that indicate your disconnected financial applications are holding you back. Also, learn how migrating to a unified cloud solution can improve financial forecasts, enable you to act on more accurate information, increase productivity, and more.
Posted: 23 Jun 2016 | Published: 23 Jun 2016

Sage Software - Live

How Finance Teams Can Help Their Organizations Get Future-Ready
sponsored by IBM
WHITE PAPER: This white paper explores how finance teams can improve performance management, embrace lean practices, implement a scrum methodology, and more. Access now to find out what the best practices are for making your business future-ready.
Posted: 16 Jun 2016 | Published: 30 Jan 2015

IBM

How to Achieve Global ERP
sponsored by IFS
WHITE PAPER: In this white paper, you will explore the challenges and benefits of achieving global ERP, and take a close look at why some companies that want to get to that global instance of ERP just cannot get there.
Posted: 02 Aug 2016 | Published: 02 Aug 2016

IFS

How to Ease your Financial Headache
sponsored by Sage Software
WHITE PAPER: This white paper offers advice on how to gain proper financial insight by integrating your data sources. Explore ways to troubleshoot your financial woes so you can access all your financial data from a single dashboard, run your business better with predictive analytics, and more.
Posted: 11 May 2016 | Published: 11 May 2016

Sage Software

A Buyer's Guide to ERP Business Management Software
sponsored by NetSuite
WHITE PAPER: The definitions and implementations for ERP seem to vary from one site to the next. These differences, however, underscore the flexibility that can make an ERP system a powerful business management tool. This ERP buyer's guide compares solutions, and weighs the benefits of on-premise vs. cloud ERP.
Posted: 18 Jul 2016 | Published: 31 Dec 2015

NetSuite

Buyers Guide to Financial Management
sponsored by NetSuite
WHITE PAPER: To continue applying the necessary financial rigor to support rapid growth, your accounting department needs the right tools to most efficiently do their job. Access this buyer's guide to discover what financial management software is right for your organization.
Posted: 25 Nov 2015 | Published: 25 Nov 2015

NetSuite
 
 
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