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Money 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

Web Intelligence to the Rescue
sponsored by Global Knowledge
WHITE PAPER: In this white paper, you'll discover what SAP BusinessObjects and Web Intelligence can deliver. When it comes to accessing large amounts of data and then creating customized and sophisticated analytical reports, you'll see why Web Intelligence is a wise choice.
Posted: 30 Jun 2015 | Published: 30 Jun 2015

Global Knowledge

How to Integrate AP Applications on Mobile Devices
sponsored by Kofax from Lexmark
WHITE PAPER: This guide provides implementation advice, real-world use cases and information about software solutions that extend AP Automation benefits, such as increased productivity, enhanced visibility and optimized cash management to mobile devices.
Posted: 27 Aug 2015 | Published: 27 Aug 2015

Kofax from Lexmark

Getting ROI Out Of Your ERP System
sponsored by IFS
EGUIDE: You can ensure that even the most complex facets of your ERP system are running smoothly by accessing this expert e-guide produced by SearchManufacturingERP. Discover 5 ways to reduce long-term total cost of ownership for your organization's ERP system.
Posted: 13 Apr 2015 | Published: 13 Apr 2015

IFS

Financial Services: Risk Management
sponsored by Red Hat
WHITE PAPER: Risk in the financial services industry has emerged as a key factor in competitiveness, reputation, management, and regulatory compliance. Read this technology overview to learn about a cloud-ready and cost-effective solution to help you manage risk.
Posted: 05 Mar 2015 | Published: 05 Mar 2015

Red Hat

Centuries Young Bank Readies for Another Century of Progress
sponsored by Alcatel-Lucent
CASE STUDY: This case study follows how one bank adopted a cloud network while maintaining security and compliance.
Posted: 08 Aug 2015 | Published: 08 Aug 2015

Alcatel-Lucent

Can You Tell Tax Fact from Fiction?
sponsored by Avalara
WHITE PAPER: Think sales tax is just a rate? Think again. Don't fall prey tocommon misconceptions around compliance. Here are five taxmyths that could trip you up if you aren't careful.
Posted: 17 Aug 2015 | Published: 17 Aug 2015

Avalara

Red Hat Jboss BRMS and Jboss BPM Suite
sponsored by Red Hat
WHITE PAPER: Read this white paper for insight into the rule-creation process and learn how a BPM suite can help you scale rule-based applications to handle current and future enterprise project needs.
Posted: 31 Jul 2015 | Published: 31 Aug 2014

Red Hat
 
 
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