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Investment Management Reports
 
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

Strategic Financial Planning and Management
sponsored by IBM
WHITE PAPER: Managing your business' finances can be difficult, and you need to ensure that you have the strongest plan possible. In this Ventana Research report, uncover answers to 8 important questions that will help keep your financial planning on track, and explore suggested solutions to possible challenges that may arise along the way.
Posted: 09 Jun 2016 | Published: 31 Dec 2015

IBM

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

Quick Start Service for Cognos Disclosure Management
sponsored by IBM
WHITE PAPER: This white paper provides an introduction to IBM Cognos Disclosure Management, a disclosure automation tool. Learn what you should take into consideration before beginning your first implementation so that you can maximize the potential of this technology.
Posted: 28 Jul 2016 | Published: 31 Dec 2013

IBM

Future-Proof Your Business: Five Survival Tactics
sponsored by Sage Software - Live
EBOOK: Does your company live up to everyone's in-the-moment expectations? In this e-book, you'll learn five survival tactics for future-proofing your business. Download now for guidance on eliminating silos in today's always-on enterprises.
Posted: 17 Jun 2016 | Published: 17 Jun 2016

Sage Software - Live

The Role of Critical Thinking in Problem Analysis
sponsored by Global Knowledge
WHITE PAPER: This informative resource helps you to understand the particulars of critical thinking so you can approach decision-making in the most efficient and effective way possible.
Posted: 17 Jun 2016 | Published: 17 Jun 2016

Global Knowledge

Visual Analytics for Improving Risk Calculation
sponsored by SAS
WHITE PAPER: Banks are under pressure to meet compliance standards and improve risk calculation. Discover a software suite that provides you with big data analytics capabilities to implement these changes. Plus, find out how a tier 1 European bank implemented this software successfully and learn how you can improve data quality and visualization too.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

SAS

Managing Today's Complex Multigenerational Workforce
sponsored by Kronos Incorporated
WHITE PAPER: Learn how specific technology initiatives can make multigenerational workforce management more streamlined, including: leveraging mobile technology to optimize communication, offering flexible hours with automated scheduling, and more.
Posted: 29 Jun 2016 | Published: 31 Dec 2015

Kronos Incorporated
 
 
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