Financial Reporting White Papers, Software Downloads, Definition and Webcasts

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Dec 2, 2009

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Financial Reporting Reports
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Research Management Solutions: Bringing the Benefits of Automation to the Front Office sponsored by Advent Software, Inc WHITE PAPER: How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions. Posted: 10 Aug 2009 \| Published: 10 Aug 2009 TOPICS: Compliance (Finance) \| Financial Metrics \| Financial Reporting \| Financial Services Industry \| Information Management \| Investments \| Research and Development

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap sponsored by Advent Software, Inc 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 TOPICS: Asset Management (Finance) \| Business IT Alignment \| Financial Management \| Financial Reporting \| Financial Services Industry \| Order Management Systems \| Portfolio Management (Finance) \| Workflow Software

Comply With XBRL: Automate Compliance with U.S. and European Financial-Reporting Standards sponsored by Information Builders WHITE PAPER: A new standard file format, Extensible Business Reporting Language (XBRL), for submitting financial reports to the SEC in the United States is being mandated for June 2009. Both the creation of, and reporting from XBRL, are functions performed by the same new tool described in this paper. Posted: 19 Jun 2009 \| Published: 19 Jun 2009 TOPICS: Business Intelligence \| Compliance (Finance) \| Financial Reporting \| Governance, Risk, Compliance (GRC) \| Sarbanes-Oxley Compliance \| XBRL

Managing Risk through Financial Processes: Embedding Governance, Risk and Compliance sponsored by SAP AG ANALYST REPORT: To find out how senior executives view their financial processes, the Economist Intelligence Unit surveyed a global sample of mostly financial executives in September 2008. Some respondents focused on the importance of developing processes that reduced costs and improved efficiency. Others acknowledged the importance of cost and efficiency.. Posted: 05 Jun 2009 \| Published: 05 Jun 2009 TOPICS: Business Process Automation \| CFOs \| Chemical Industry \| Consumer Packaged Goods Industry \| Economic Environment \| Financial Reporting \| Financial Services \| Financial Services Industry \| Governance, Risk, Compliance (GRC) \| Life Sciences Industry \| Retail Trade Industry \| Sarbanes-Oxley Compliance

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools sponsored by Pivotal CRM, a CDC Software solution WHITE PAPER: In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. Posted: 20 Feb 2009 \| Published: 20 Feb 2009 TOPICS: Best Practices \| CRM \| CRM Best Practices \| Financial Reporting \| Financial Statements \| Financing \| Investments \| Productivity \| QOS \| Wealth Management

Mortgage Company Uses DataFlux Technology to Improve Reporting, Manage Compliance sponsored by DataFlux Corporation CASE STUDY: Read how using DataFlux technology, this financial company implemented a data governance program, creating more complete and accurate data and drastically reducing the time needed to comply with Federal reporting regulations. Posted: 14 Jan 2009 \| Published: 14 Jan 2009 TOPICS: Data Governance \| Data Profiling \| Data Quality \| Financial Reporting \| Financial Services \| Financial Services Industry \| Metrics \| Reporting Software \| Sarbanes-Oxley Compliance

Oracle Business Brief: Make Compliance Work for You sponsored by Oracle Corporation WHITE PAPER: Read this white paper and learn how to make compliance work for your organization, rather than the other way around - with Oracle solutions for midsize organizations. Posted: 23 Sep 2008 \| Published: 23 Sep 2008 TOPICS: Compliance (Finance) \| Compliance (Systems Operations) \| Compliance Best Practices \| Data Management \| Financial Reporting \| Productivity \| Records Retention \| ROI \| Security

FACTS® MANAGED CARE SUITE™ sponsored by Ebix Health, Inc. PRODUCT LITERATURE: The FACTS MANAGED CARE SUITE provides a full range of reports to help you manage your organization, design plan requirements, and control and monitor costs. Posted: 02 Apr 2008 \| Published: 02 Apr 2008 TOPICS: Contract Management \| Decision Support \| Financial Reporting \| Health Care Applications Software \| Health Care Industry \| Insurance Applications Software \| Insurance Industry \| Network Management \| POS

Oracle Business Intelligence Suite Enterprise Edition Plus ---Technical Overview sponsored by Oracle Corporation WHITE PAPER: Business intelligence (BI) needs to evolve such that it is no longer about reporting results but driving business processes. Learn how BI can bring you greater business visibility and insight to improve business performance. Posted: 18 Feb 2008 \| Published: 18 Feb 2008 TOPICS: Business Intelligence \| Business Performance Management Software \| Cost Benefit Analysis \| Dashboards \| Financial Reporting \| Oracle (Product) \| Query Tools \| Real-time Analytical Software \| Reporting Software \| Web Analytics

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