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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 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

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

The Great Debate: One Integrated Business System vs. Siloed Applications
sponsored by NetSuite
WHITE PAPER: This white paper analyzes the inefficiencies caused by running disparate business applications and systems across your various departments, and demonstrates how a cloud-based software can unify your critical-business processes.
Posted: 04 Dec 2015 | Published: 04 Dec 2015

NetSuite

Is It Time For a Change In Your Revenue Cycle Operations?
sponsored by Allscripts Healthcare Solutions
WHITE PAPER: Discover how you can tackle common revenue cycle management challenges in healthcare by adopting a system that can optimize your revenue cycle operations and achieve superior results with strategic flexibility, scalability, TCO reduction, regulatory compliance and more.
Posted: 14 Jan 2016 | Published: 14 Jan 2016

Allscripts Healthcare Solutions

Key Financial Management Software Features
sponsored by Workday
EGUIDE: In this e-guide, explore the various tools available that help facilitate financial reporting and analysis. Additionally, uncover valuable steps to take before switching from Excel spreadsheets to financial management software.
Posted: 18 May 2015 | Published: 18 May 2015

Workday

Rabobank Case Study: Enhancing Competitiveness with Simple, Cost-Efficient management of 5X More Trading Partners
sponsored by IBM
CASE STUDY: With nimble competitors on the rise, financial services company Rabobank aimed to maintain its leading market position by outsourcing non-core activities. In this exclusive case study uncover how Rabobank was able to create a scalable, secure and resilient platform to support its electronic data interchange (EDI) with all its trading partners.
Posted: 15 Oct 2015 | Published: 31 Jul 2015

IBM

Why Workday?
sponsored by Workday
WHITE PAPER: This white paper explores why it might be time for your business to move beyond legacy systems to business applications hosted in the cloud.
Posted: 25 Mar 2015 | Published: 25 Mar 2015

Workday

Cardiovascular Consultants Medical Group
sponsored by Allscripts Healthcare Solutions
CASE STUDY: Download this case study to learn how one healthcare organization was able to improve financial health and attest to Meaningful Use with a new combined EHR and revenue cycle management strategy.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Allscripts Healthcare Solutions
 
 
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