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Investment Management Reports
 
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

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

Close, Consolidate and Report For Dummies
sponsored by IBM
BOOK: Read this booked to understand why integrating and unifying your closing, consolidating and reporting process is critical.
Posted: 31 Jul 2014 | Published: 31 Dec 2011

IBM

Survival of the Fittest: Why Business Agility is Crucial to Staying Relevant
sponsored by IFS
WHITE PAPER: Find out just how important business agility is to your organization's success, as well as systems such as ERP and the supply chain.
Posted: 23 Oct 2014 | Published: 23 Oct 2014

IFS

Scalability Testing of an IBM Cognos Business Intelligence V10.1 Enterprise Deployment
sponsored by IBM
WHITE PAPER: This paper describes scalability testing performed with IBM Cognos Business Intelligence – a simple but complete enterprise platform that addresses the needs of business intelligence (BI) in a single architecture.
Posted: 26 Feb 2015 | Published: 26 Feb 2015

IBM

3 of the Riskiest Transactional Compliance Challenges for Retailers
sponsored by Avalara
WHITE PAPER: Explore this exclusive resource and discover three of the biggest transactional risks facing your business and how you can defend against them.
Posted: 19 Jan 2015 | Published: 19 Jan 2015

Avalara

Operational Intelligence Adds to Business Smarts
sponsored by SearchBusinessAnalytics
EBOOK: By integrating business intelligence and analytics, operational intelligence technologies alert organizations to business opportunities in real time.
Posted: 23 Feb 2015 | Published: 23 Feb 2015

SearchBusinessAnalytics

Are Your Everyday Business Activities Creating Tax Risk?
sponsored by Avalara
WHITE PAPER: This white paper discusses how to spot risk and improve compliance in 7 key business functions and explains the benefits of integrating and automating sales tax compliance in your ERP.
Posted: 07 Jan 2015 | Published: 02 Dec 2014

Avalara

Predictions for Business Intelligence and Big Data in 2015: The Top 6 Ingredients in the BI Cocktail with a Twist of Big Data
sponsored by Progress
WHITE PAPER: In this report based on a recent Forrester Research, Inc. survey, learn about 6 upcoming trends in the application development field in 2015, and how you can act upon these trends to tap business intelligence and big data technologies for greater consumer insights.
Posted: 17 Feb 2015 | Published: 31 Dec 2014

Progress
 
 
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