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Wealth Management

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ALSO CALLED: Money Management, Investment Management
DEFINITION: The process of managing money, including investments, budgeting, banking, and taxes.
Wealth ManagementWhite Papers (View All Report Types)
4 Matches
In Conversation: Société Générale Private Banking’s Bruno Lèbre
sponsored by IBM
WHITE PAPER: The Wealth Management industry has evolved dramatically in recent years. However, a number of kinks have yet to be worked out. In this informative Q&A, gain insight into the evolution of this industry and find out how analytics can help its progression.
Posted: 18 Mar 2014 | Published: 31 Dec 2013

IBM

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
4 Matches
 
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