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Money 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

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 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

Mitigate Model Risk and Reduce Model-Related Costs
sponsored by SAS
WHITE PAPER: By establishing risk mitigation and cost reduction strategies targeted at model implementation and operation, you can easily identify models that are vital for guiding the direction of your business. Discover an approach to model risk management that supports your internal decision-making processes.
Posted: 25 Jul 2016 | Published: 31 Dec 2015

SAS

Are You Maximizing Your Billable Hours?
sponsored by Sage Software - Live
RESOURCE: Is your workforce operating at max efficiency? Discover how to maximize your billable hours by automating how you document, access, and report on the financial health of your business. Access now to empower your staff with the visibility needed to focus their efforts on value-added work.
Posted: 17 Jun 2016 | Published: 17 Jun 2016

Sage Software - Live

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: 16 Jun 2016 | Published: 10 Jun 2016

IBM

Tips for Streamlining Financial Processes and Providing Real Time Reporting
sponsored by Infor
WHITE PAPER: Discover how to address the growing gap between what a modern financial department should be able to and what they are actually able to accomplish with their current toolset. See detailed breakdowns of time spent, how to set a strategy, how to banish silos, and how to maximize ROI.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

Infor

Streamline Your Financial Data Planning to Improve Efficiency
sponsored by IBM
RESOURCE: As market conditions continue to shift, it's more important than ever to minimize time spent managing data. Discover real-time analytics that allow you to link operational changes to financial results, so you can identify and influence key drivers of costs, sales, and revenue.
Posted: 23 May 2016 | Published: 23 May 2016

IBM

FP&A Accuracy Is No Longer A Myth: How To Improve Financial Planning, Budgeting, and Forecasting
sponsored by IBM
WHITE PAPER: In this Aberdeen Group research report, learn how your organization can improve its approach to planning, budgeting, and forecasting while simultaneously increasing accuracy and efficiency using CPM or EPM.
Posted: 25 Jul 2016 | Published: 31 Dec 2015

IBM

Common Pitfalls of a High Growth Business Infographic
sponsored by Sage Software - Live
RESOURCE: Explore 4 ways you could improve your chances of seamless business growth, including: keep your competitors close, find the right resources, and 2 more.
Posted: 12 Jul 2016 | Published: 12 Jul 2016

Sage Software - Live
 
 
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