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Investment Management Reports
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


Best Practices: Using Finance Applications for Better Process Efficiencies and Data Accuracy
sponsored by Infor
WHITE PAPER: Identifying and implementing modernized financial applications that improve process efficiencies and data accuracy is increasingly critical to success. Discover best practices for utilizing modern financial applications, backed by survey results.
Posted: 22 Aug 2016 | Published: 22 Aug 2016


Going big: why companies need to focus on operational analytics
sponsored by
ESSENTIAL GUIDE: This report from Capgemini Consulting shows how the search for competitive advantage has driven organisations to shift the focus of their analytical efforts to back office operations
Posted: 27 Sep 2016 | Published: 27 Sep 2016

Tips for Streamlining Financial Processes and Providing Real Time Reporting
sponsored by Infor
WHITE PAPER: Discover how to address the growing gap between what a modern financial department should be able to and what they are actually able to accomplish with their current toolset. See detailed breakdowns of time spent, how to set a strategy, how to banish silos, and how to maximize ROI.
Posted: 25 Jul 2016 | Published: 25 Jul 2016


Planning, Budgeting and Forecasting: A Software Selection Guide
sponsored by IBM
WHITE PAPER: This guide outlines a systematic approach to software evaluation and selection that aligns best practices and leading-edge technology with planning activities.
Posted: 26 Jul 2016 | Published: 31 Mar 2014


Gartner Research: The Breakup of the CPM Suite
sponsored by IBM
WHITE PAPER: In this Gartner report, explore the impacts and recommendations relating to hybrid corporate performance management. Additionally, learn about the emergence of financial and strategic CPM, and how they play into modern day CPM strategy.
Posted: 25 Jul 2016 | Published: 28 Jul 2015


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


Leading the Data-Driven Transformation: The CIO & The New Age of Data Quality
sponsored by Trillium Software
WHITE PAPER: Discover the top 6 challenges modern CIOs face, and explore how to leverage data quality to propel CIO success. Learn the best practices for sustainable information management strategies, allowing your CIOs to transform your business models through data-driven digitization.
Posted: 15 Aug 2016 | Published: 01 Aug 2016

Trillium Software
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