Investment Management

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

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

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

WHITE PAPER: This brief by Matt Abrahams, communication and presentation expert, explores how you can shake your stage fright to present with confidence.

Posted: 01 Apr 2013 | Published: 01 Apr 2013

EBOOK: This expert handbook offers practical advice that will help your organization evaluate, plan, and manage a real-time business intelligence (BI) and analytics deployment.

Posted: 06 May 2013 | Published: 31 Dec 2012

WHITE PAPER: This resource highlights four ways that a manufacturing execution system (MES) can improve production efficiency and effectiveness, enhance manufacturing decision-making, and drive profitability.

Posted: 24 Apr 2013 | Published: 24 Apr 2013

WHITE PAPER: This white paper introduces an approach to service resource and planning (SRP) that allows you to tackle the challenges of the professional services sector head-on by gaining true visibility into resource availability, consolidating disparate systems, processes and data, and more.

Posted: 09 May 2013 | Published: 09 May 2013

PODCAST: In this podcast, solutions architect Peter Larsen provides a technical overview of the features and capabilities of a business rules management system (BRMS), as well as strategic advice to help you get the most out of your system and support organizational agility and responsiveness.

Posted: 15 Apr 2013 | Premiered: Apr 1, 2013

DATA SHEET: This datasheet provides a statistical look at key high performance computing (HPC) technology trends that shaped the banking world in 2012. Inside, find the strategic knowledge you need in order to plan for success.

Posted: 04 Apr 2013 | Published: 04 Apr 2013

WEBCAST: This brief video describes how leading MES software provider Camstar used the right data connectivity technology to manage multiple databases with minimal engineering and ensure thier core applications were highly available and capable of handling large volumes of data.

Posted: 01 Apr 2013 | Premiered: Dec 28, 2012