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Investment Management Reports
 
Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

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

MSP Playbook: Maximizing Your Workflow
sponsored by Solarwinds MSP
WHITE PAPER: In this white paper, MSP market expert Karl Palachuck, demonstrates how your technicians should spend their day, why you need an all-call technician at all times, the importance of consistent real-time reporting, and more. Click into this playbook to maximize workflow in your MSP.
Posted: 12 May 2017 | Published: 12 May 2017

Solarwinds MSP

Growing Faster with Cloud ERP Deployment
sponsored by Sage (UK) Limited
WHITE PAPER: In this infographic, learn why many companies who took part in a recent survey have chosen cloud as-a-service ERP over other options.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

Sage (UK) Limited

Cash Management in the Digital Age Part 2
sponsored by Dell EMC, Axxiome & Intel®
WHITE PAPER: Hear from experts Leon Sinclair and Jody Ellis on how to improve cash management, as well as how SAP HANA appliances accelerate the analysis of cash management information.
Posted: 23 Aug 2017 | Published: 23 Aug 2017

Dell EMC, Axxiome & Intel®

Future-proof Your Business: 5 Ways to Empower Your Employees
sponsored by Sage (UK) Limited
WHITE PAPER: Work is no longer just a 9 – 5 ... it's tangled up in our everyday lives. That's why it's so important for you to understand – and work with – your employees. Learn 5 ways to match employee expectations of your company seamlessly and effectively.
Posted: 19 Jul 2017 | Published: 19 Jul 2017

Sage (UK) Limited

Cash Management in the Digital Age
sponsored by Dell EMC, Axxiome & Intel®
WHITE PAPER: Hear from experts Leon Sinclair and Jody Ellis on how to improve cash management for the modern financial technology landscape in conjunction with SAP environments.
Posted: 23 Aug 2017 | Published: 23 Aug 2017

Dell EMC, Axxiome & Intel®
 
 
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