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Money 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

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


Beyond Measure: The Benefits of Integrating T&E Expense Data with your ERP
sponsored by Concur Technologies
WHITE PAPER: This white paper describes best-in-class pillars of expense management, as well as how modern technology and optimal systems integration can help better manage traditionally difficult to measure T&E expenses.
Posted: 30 Sep 2015 | Published: 31 Dec 2014

Concur Technologies

Harvard Business Review - Rethinking the IT Business Partnership
sponsored by Oracle Corporation
VIDEO: Access this video to see a discussion about the importance of IT responsiveness and the popular adoption of business relationship management. Watch now to see how consistent communication throughout your enterprise's departments can eliminate complexity and help IT respond appropriately to customer needs.
Posted: 02 Oct 2015 | Premiered: 02 Oct 2015

Oracle Corporation

A Practical Application of the Universal Process Framework
sponsored by Workiva
WHITE PAPER: In this paper, uncover a real-life example of how one finance team empowered itself to take on process improvement—creating repeatable and sustainable processes that allowed them to meet growing demands and improve quality.
Posted: 17 Nov 2015 | Published: 17 Nov 2015


5 Myths of Supplier Portals
sponsored by Kofax from Lexmark
VIDEO: View this on-demand webinar and learn how to get ahead with supplier self-service portals with The Hackett Group's Amy Fong, and watch the demo to learn how a supplier portal simplifies the work for AP organizations.
Posted: 31 Aug 2015 | Premiered: 31 Aug 2015

Kofax from Lexmark

Executives Wise Up to Cloud Financial Apps
sponsored by SearchFinancialApplications
EBOOK: In this three-part handbook, experts give advice on how to make the move to cloud-based financial applications and offer examples of the best functions to move to the cloud.
Posted: 22 Sep 2015 | Published: 31 Oct 2014


Leverage SaaS to Simplify Business Management
sponsored by Sage (UK) Limited
WHITE PAPER: This white paper explores a cloud-based business management solution to help organize and simplify all of your accounts, projects, timesheets, and more in one system.
Posted: 23 Oct 2015 | Published: 23 Oct 2015

Sage (UK) Limited

Modern Finance in the Digital Age
sponsored by Oracle Corporation
VIDEO: Access this brief video to hear from top CFOs from different industries as they describe how innovative database technology in the cloud helped them gain and a keep a competitive edge.
Posted: 13 Nov 2015 | Premiered: 13 Nov 2015

Oracle Corporation
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