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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


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

Professional Services Automation (PSA)
sponsored by Workday
VIDEO: In this product preview, learn how a specific PSA platform helps you plan, build, and optimize your revenue-generating team in a single system. The result is better decision-making across teams, with improved insights and analytics. Access this video now to learn how your business can reap the benefits of professional services automation.
Posted: 11 Aug 2015 | Premiered: 09 Apr 2015


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

A New, Technology-Drive Approach to Finance
sponsored by SAP
VIDEO: This brief video introduces a new, app-driven method of doing finance that enables you to speed up reporting, track KPIs in real time, and gain financial insight for future planning.
Posted: 18 Sep 2015 | Premiered: 18 Sep 2015


Case Study: Planning and Simulation Project
sponsored by Hewlett-Packard & SUSE
CASE STUDY: Access this case study to witness how one company centralized their corporate planning and simulation system with the help of an SAP module. Read to learn about the benefits of this SAP tool.
Posted: 28 Sep 2015 | Published: 31 Jan 2014

Hewlett-Packard & SUSE

Midwest BankCentre Strengthens Security and Increases Business Velocity
sponsored by IntraLinks, Inc
WHITE PAPER: This white paper describes how Midwest BankCentre was able to secure internal and external information sharing with regulators, examiners, and business partners using inter-enterprise content management and collaboration services.
Posted: 04 Sep 2015 | Published: 04 Sep 2015

IntraLinks, Inc

Shipping and Not Handling Sales Tax: 5 Challenges for Online Retailers
sponsored by Avalara
WHITE PAPER: This brief explores 5 challenges regarding sales tax on the shipping and handling of consumer goods, including state rules regarding shipping taxability; tax on freight; and 3 more.
Posted: 17 Aug 2015 | Published: 15 Aug 2014


Business Gains, Audit Pains: 5 Surprising Tax Risks
sponsored by Avalara
WHITE PAPER: This white paper outlines 5 risks associated with tax compliance, and provides varying solutions to prepare for, and combat, these risks. Read on to see how your business can face these risks head-on.
Posted: 12 Aug 2015 | Published: 31 Dec 2014

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