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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

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

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

Oracle eBusiness suite - Financial Close Process
sponsored by Automic
WHITE PAPER: This white paper examines the key capabilities IT departments need to address when it comes to simplifying financial close processes and how to successful leverage automation for reduced reporting times and management complexity.
Posted: 02 Mar 2015 | Published: 02 Mar 2015

Automic

Adaptive IT
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: The CEB, a member-based advisory company, which represents major IT users, explains adaptive IT – a new model developed from feedback from CIO's worldwide – in this presentation.
Posted: 20 Oct 2014 | Published: 20 Oct 2014

ComputerWeekly.com

Overcoming the CFO's Blind Spot: The Sales Plan
sponsored by Anaplan
WHITE PAPER: Unfortunately for many CFOs, there exists quite a prominent blind spot when it comes to forecasting future earnings. The following white paper explores this problem and offers insights into the technology that can help shed light on these darkened, yet critical areas.
Posted: 09 Jan 2015 | Published: 09 Jan 2015

Anaplan

Building the New Workplace: The Power of People, Culture, and Technology
sponsored by Google
WHITE PAPER: Access this white paper today to learn how one platform is helping business teams to create high-performing workforces, drive innovation, and speed up processes through improved collaboration and a modern technology infrastructure.
Posted: 11 Mar 2015 | Published: 30 Apr 2014

Google

Robust Data Collection Functionality Combined with Finance Controls, Data Validation and Comprehensive Auditability
sponsored by Winshuttle, LLC
VIDEO: In this exclusive video, learn the benefits of SAP finance software which can improve and standardize your financial operations by using resources you already have with no new programming. Read on to learn about benefits like easy SAP downloads, streamlined business processes, faster closing times, and shorter billing cycles.
Posted: 04 Mar 2015 | Premiered: 04 Mar 2015

Winshuttle, LLC

Using ERP for Process Manufacturing Quality Management
sponsored by IFS
WHITE PAPER: In this informative white paper learn how to use ERP for process manufacturing quality management to streamline and simplify your business processes.
Posted: 23 Feb 2015 | Published: 31 Dec 2013

IFS

Let Financial Reporting Lead the Way to Efficient Planning
sponsored by IBM
EGUIDE: This expert e-guide offers 3 best practices to help drive operations teams' involvement with financial planning, as well as tips to help choose the right tools to improve financial assessment. Additionally, discover the hidden forecasting benefits of implementing corporate performance management (CPM) software.
Posted: 28 Oct 2014 | Published: 28 Oct 2014

IBM
 
 
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