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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

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

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

How to leverage desktop virtualization in finance
sponsored by Dell, Inc.
WHITE PAPER: Access this informative white paper to explore four scenarios in which VDI is well suited to meet the special requirements and budgetary constraints of data centers in finance.
Posted: 19 Mar 2015 | Published: 31 Dec 2014

Dell, Inc.

Using SIPOC to Define ITIL® Processes
sponsored by Global Knowledge
WHITE PAPER: This white paper describes a technique for defining processes called SIPOC (Suppliers, Inputs, Process, Outputs, and Customers). SIPOC provides a structured way to define the key elements of any process. SIPOC can be used as a means of defining any of the service management processes presented in ITIL® best practices.
Posted: 30 Jun 2015 | Published: 30 Jun 2015

Global Knowledge

Strategies for the age of digital disruption
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Disruption can happen at any time, in any sector, and its effect on traditional organisations can be fundamental. Capgemini offers some strategic advice.
Posted: 25 Feb 2015 | Published: 25 Feb 2015

ComputerWeekly.com

Extend Compliance and Risk Management to What Really Matters For Your Business
sponsored by Absolute Software
ANALYST REPORT: Access this informative report to find out how the current focus of risk and compliance efforts is too narrow because many GRC programs largely ignore the risks that cause companies to fail. Discover how to impact performance by expanding the fundamentals of GRC to the aspects of the business that drive success with customer interactions.
Posted: 22 Jan 2015 | Published: 31 Dec 2014

Absolute Software

How one Australian Company Built Efficiencies Around their All-Star Team
sponsored by ConnectWise
WHITE PAPER: This white paper describes how ConnectWise, a leading business management platform, enabled Australian-based IT solution provider PowerNET to create profitability through efficiency and make sales predictable.
Posted: 19 Feb 2015 | Published: 19 Feb 2015

ConnectWise

Research Report: How Propex Streamlined Its Budgeting and Planning Processes
sponsored by Tagetik Software
WHITE PAPER: Access this white paper to learn how Propex, a globalized manufacturer company, satisfied its need for unified financial/operational budgeting and planning, complete auditability of changes, reduced manual effort to prepare budgets and more.
Posted: 11 May 2015 | Published: 26 Dec 2014

Tagetik Software

HP Financial Services in brief
sponsored by Hewlett-Packard Limited
WHITE PAPER: This white paper explores the investment solutions that support the transition to the updated styles of IT. Learn how these solutions can provide the flexibility for change that new technology is bringing and how it can adapt to future requirements.
Posted: 21 Oct 2014 | Published: 31 Dec 2013

Hewlett-Packard Limited
 
 
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