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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

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

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

Breaking the barriers to financial planning with exploratory analytics
sponsored by IBM
WHITE PAPER: Financial planning and analysis (FP&A) is about to experience explosive growth due largely to cloud computing as well as exploratory and predictive analytics. Explore this comprehensive guide to learn about the booming growth that's about to happen in FP&A and prepare to take advantage of it.
Posted: 10 Jun 2016 | Published: 10 Jun 2016

IBM

Evaluating the Top CPM Vendors
sponsored by IBM
WHITE PAPER: In this Nucleus Research paper, compare the top CPM vendors—including Oracle, IBM, Infor, and more—and learn which are the most competitive when it comes to offering features like out-of-the-box capabilities that drive accelerated time to value.
Posted: 02 Mar 2016 | Published: 31 May 2015

IBM

THE ZEN OF A CONNECTED BUSINESS
sponsored by Sage Software - Live
WHITE PAPER: This white paper describes 3 warning signs that indicate your disconnected financial applications are holding you back. Also, learn how migrating to a unified cloud solution can improve financial forecasts, enable you to act on more accurate information, increase productivity, and more.
Posted: 23 Jun 2016 | Published: 23 Jun 2016

Sage Software - Live

The Importance of Financial Management for Ecommerce
sponsored by Sage (UK) Limited
WHITE PAPER: This white paper provides a detailed look at the importance of financial management for ecommerce, and how ecommerce businesses can benefit from using a payment gateway in tandem with a financial management system.
Posted: 22 Dec 2015 | Published: 22 Dec 2015

Sage (UK) Limited

A Guide to Essential Analytics Tools for New Healthcare Models
sponsored by SAS
WHITE PAPER: In this resource, you will compare the differing types of episode analytics, and discover how healthcare providers use these analytics for payment bundling in real-world scenarios. Read on now to discover how to reduce variations that will negatively impact care outcomes and lead to higher costs.
Posted: 06 Jan 2016 | Published: 31 Dec 2014

SAS

Why Fast-Growing Companies Leave Quickbooks and Adopt Cloud Financials to Accelerate Growth
sponsored by Tribridge
WHITE PAPER: QuickBooks is a standard financial tool for small businesses. But what happens when a small business isn't so small anymore? Explore 5 scenarios that can be mitigated by adopting a cloud financials tool.
Posted: 16 Jun 2016 | Published: 16 Jun 2016

Tribridge

8 Must-Have Criteria for Self-Service Analytics
sponsored by Information Builders
WHITE PAPER: This whitepaper gives you 8 essential criteria for implementing self-service analytics in your organization. Discover how you can empower your business end users to tap into in-depth insights, driving more informed business moves and increasing visibility into valuable datasets.
Posted: 27 Oct 2015 | Published: 27 Oct 2015

Information Builders
 
 
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