Wealth Management Industry

WHITE PAPER: This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.

Posted: 10 Aug 2009 | Published: 10 Aug 2009

WHITE PAPER: Whether you are looking to upgrade your current PeopleSoft software or implementing for the first time, this white paper provides a clear description of the value added benefits you can expect to see from PeopleSoft Enterprise Financial management 9.1.

Posted: 23 Apr 2012 | Published: 23 Apr 2012

WHITE PAPER: This paper shows how SuperLoader directly addresses the increased storage requirements and shrinking resources of smaller, distributed organizations, the need to centrally administer and simply manage distributed data, the security, data restoration.

Posted: 29 Jul 2004 | Published: 29 Jul 2004

WHITE PAPER: In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.

Posted: 10 Aug 2009 | Published: 10 Aug 2009

WHITE PAPER: Read this white paper to learn how financial services firms can leverage social channels to better understand changing customer needs and interaction styles, develop products and services that address those changes, and create marketing campaigns that target these customers.

Posted: 27 Mar 2012 | Published: 27 Mar 2012

WHITE PAPER: This nine-page Buyer’s Guide to Financial Services IT assesses the implications and challenges facing CIOs and senior IT professionals.

Posted: 21 Oct 2011 | Published: 21 Oct 2011

WHITE PAPER: Inside this white paper, learn how to meet the necessary compliance requirements that will ensure a smooth transition when planning for the succession of your advisory firm.

Posted: 12 Mar 2012 | Published: 12 Mar 2012

WHITE PAPER: Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.

Posted: 28 Mar 2012 | Published: 28 Mar 2012

WHITE PAPER: To protect cardholder data, organizations must take steps to meet the latest PCI compliance standards. Find out how your company can safeguard data in this step-by-step guide.

Posted: 19 Apr 2012 | Published: 19 Apr 2012

WHITE PAPER: Read this case study and learn how and why Beverly Hills Wealth Management, a Registered Investment Advisor Firm, selected Intel's Identity and Access Management Solution that combines single sign-on, user account provisioning/deprovisioning, and access management for its users.

Posted: 02 Mar 2012 | Published: 02 Mar 2012

EGUIDE: This expert E-Guide from SearchEnterpriseWAN.com explores the challenges many organizations face when it comes to remote access and pays special attention to the security concerns BYOD brings to your enterprise.

Posted: 21 May 2012 | Published: 21 May 2012

CASE STUDY: This case study explores how AAA Southern New England established a new call center, implemented VoIP, and integrated SIP trunking into their branch offices.

Posted: 13 Apr 2012 | Published: 13 Apr 2012

WEBCAST: This webcast explores the topic of BYOD in the enterprise in order to help you decide whether your organization is ready for the challenges of BYOD, and also details the solutions available to help ease these challenges.

Posted: 20 Apr 2012 | Premiered: 20 Apr 2012

CASE STUDY: Check out this case study to learn how a network infrastructure solutions provider used SIP enablement and Unified Communications to minimize costs, increase productivity, and expand their global reach.

Posted: 16 Apr 2012 | Published: 16 Apr 2012

EGUIDE: This expert E-Guide from SearchUnifiedCommunications.com explores three emerging security threats that can leave your UC platform extremely vulnerability to security issues.

Posted: 21 May 2012 | Published: 21 May 2012

ANALYST BRIEF: This resource presents a newer and better way to monitor and manage application environments with leading-edge automation.

Posted: 11 Jan 2012 | Published: 11 Jan 2012

PODCAST: Listen to this podcast with Christopher Perretta, executive VP and CIO of State Street Corp., the Boston-based financial services provider, as he discusses building an industrial-strength private cloud. Learn why the security and integrity of data is as valuable as currency in the banking business and why a public cloud wouldn't cut it.

Posted: 13 Mar 2012 | Premiered: 13 Mar 2012

CASE STUDY: Testing and development in the cloud can help your company rapidly accelerate product delivery times. Read this exclusive case study to examine the specific capabilities of private cloud that can help businesses meet the needs of their development teams.

Posted: 08 May 2012 | Published: 08 May 2012

WHITE PAPER: Discover how you can accelerate service delivery through a web-based self-service portal that allows your users to directly provision, manage and monitor critical IT resources.

Posted: 09 May 2012 | Published: 09 May 2012

EGUIDE: This expert e-guide explores the advantages of a private cloud over a pay-as-you-go public cloud. Read on to review successful cloud implementations and gain best practices and key tips for how you can accelerate your own private cloud adoption.

Posted: 15 May 2012 | Published: 15 May 2012

WHITE PAPER: This exclusive research reveals what IT professionals really think about technology, their employers, and their careers

Posted: 21 Oct 2011 | Published: 21 Oct 2011

WHITE PAPER: Whether it is an inappropriate ‘tweet’, an internetsecurity scandal or a story of the fastest growingcompany in the world, technology, be it for theright or wrong reasons, has become regular frontpagenews.This survey aims to give a snapshot of thetechnology industry from the inside.

Posted: 21 Oct 2011 | Published: 21 Oct 2011

VIDEO: View this brief video to learn how original equipment manufacturer (OEM) supplier Ralco Industries was able to reduce on-hand inventory by 15% and freight costs by over 20%, improve product quality and customer service, and create process consistency with an implementation of easy-to-use, online enterprise resource planning (ERP) software.

Posted: 26 Mar 2012 | Premiered: 26 Mar 2012

ANALYST REPORT: This Gartner analyst report discusses the changing nature of data management tactics due to the demands of big data and the need for business agility in today's economy.

Posted: 20 Apr 2012 | Published: 20 Apr 2012

EZINE: This issue of the e-zine, IT in Europe: Data Management & BI Edition, is rife with info on everything from BI to analytics and beyond. The opening article discusses how European finance professionals are using BI and analytics to analyse trends and cut costs, the second is on predictive analytics and the third is on master data management.

Posted: 09 Mar 2012 | Published: 09 Mar 2012

EGUIDE: As the threat landscape continues to evolve, the approaches to thwart them must also. But with emerging trends like social networking and the influx of mobile devices, ensuring adequate security is becoming more complex. In this expert resource, explore the security risks organizations face in today’s changing environment.

Posted: 08 Feb 2012 | Published: 08 Feb 2012

WHITE PAPER: Access this resource to discover an inventory optimization strategy that improves service levels and reduces working capital costs through improved inventory planning, adjusts inventory levels through tested planning methods, and facilitates coordinated inventory planning for the entire consumer products supply chain.

Posted: 18 May 2012 | Published: 18 May 2012

ESSENTIAL GUIDE: This paper from the Open Group reveals how banks can benefit from combining complementary industry frameworks on enterprise architecture.

Posted: 20 Feb 2012 | Published: 20 Feb 2012