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Investment Management Reports
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


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

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

Cost-Benefit Analysis: Comparing Key Players for Structured Analytics
sponsored by IBM
WHITE PAPER: How can your organization implement Hadoop clusters without being crippled by IT costs? This resource considers two major players offering Hadoop structured analytics. Access now to see each of their cost-benefit results, and which will be the best choice for your business.
Posted: 26 Oct 2015 | Published: 26 Oct 2015


Automating Accounts Payable – What You Need to Know
sponsored by Kofax from Lexmark
WHITE PAPER: This white paper will explain how to plan, invest, and execute a successful AP automation project. Access this resource now to discover how to increase your odds of success with forethought and planning.
Posted: 27 Aug 2015 | Published: 27 Aug 2015

Kofax from Lexmark

Automating Accounts Payable – What You Need to Know
sponsored by Kofax from Lexmark
VIDEO: Watch this recorded webinar where Andrew Bartolini, Chief Research Officer of Ardent Partners, shares key strategies and approaches that AP and finance teams should consider when launching an AP automation initiative.
Posted: 28 Aug 2015 | Premiered: 28 Aug 2015

Kofax from Lexmark

How to Thrive in the New Era of Professional Skepticism
sponsored by Workiva
WHITE PAPER: To be effective, auditors must demonstrate a questioning mind and a critical assessment of audit evidence. Discover how you can diligently and consistently exercise proper levels of professional skepticism by accessing this white paper now.
Posted: 18 Nov 2015 | Published: 18 Nov 2015


Preparing to Go Public: An€“ IPO Readiness Best Practice Guide
sponsored by Oracle Corporation
WHITE PAPER: Preparing for an IPO must be well thought out and skillfully managed. While the preparation process for an IPO is lengthy and complex, touching nearly all aspects of your business, you can access this white paper now for 4 modern finance best practices for IPO readiness to help you in your journey
Posted: 11 Nov 2015 | Published: 11 Nov 2015

Oracle Corporation

End to End Process Automation with OpenText and SAP
sponsored by OpenText
CASE STUDY: When Bumble Bee Foods found themselves taking too long to process invoices with decentralized paper-based AP processes they turned to a specific solution to help them transform accounting operations for their existing SAP systems. Learn what solution they chose by downloading this case study now.
Posted: 02 Nov 2015 | Published: 31 Dec 2014


What Keeps Business Leaders Up At Night
sponsored by SAP
RESOURCE: This quick guide is designed to help you lead your small business in the best ways possible, by converting your late-night worries into daytime business success. Access now to get goals and tools to better manage your workforce, finances, and execution systems.
Posted: 21 Sep 2015 | Published: 21 Sep 2015

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