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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 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

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

Evaluating the Top CPM Vendors
sponsored by IBM
WHITE PAPER: In this Nucleus Research paper, compare the top CPM vendors—including Oracle, IBM, Infor, and more—and learn which are the most competitive when it comes to offering features like out-of-the-box capabilities that drive accelerated time to value.
Posted: 22 Jul 2016 | Published: 31 Dec 2015

IBM

Going global: Get up and running quickly no matter where you need to go
sponsored by Infor
WHITE PAPER: Discover how making sure that key capabilities are built into your technology can make your financial management system and processes an asset to global expansion. From finding and retaining the right talent to managing complex tax structures, your choices should enable you to easily handle the complexities of expanding your business globally.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

Infor

The Game Changes: 10 Essential Elements for Truly Effective Compliance Programs
sponsored by IBM
WHITE PAPER: Finding a way to make compliance effective is imperative and yet still elusive for many organizations. In this white paper from Steinberg Governance Advisors, Inc., learn what "effective" compliance really means by exploring 10 essential elements.
Posted: 26 Jul 2016 | Published: 31 Dec 2012

IBM

Can Your CFO Manage the Pressure to Innovate?
sponsored by IBM
RESOURCE: The pressure to innovate has increased, and managing risks have become more difficult. How are CFOs helping their enterprises pursue profitable growth? Find out in this research report, and discover the 3 imperatives for gaining actionable insights to accelerate business.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

IBM

Four Ways Collaboration Can Drive Competitiveness
sponsored by Sage Software - Live
WHITE PAPER: Learn how integrated financial software can enhance business processes and support collaboration in your workplace with 4 main capabilities.
Posted: 23 Jun 2016 | Published: 23 Jun 2016

Sage Software - Live

Planning, Budgeting and Forecasting: A Software Selection Guide
sponsored by IBM
WHITE PAPER: This guide outlines a systematic approach to software evaluation and selection that aligns best practices and leading-edge technology with planning activities.
Posted: 26 Jul 2016 | Published: 31 Mar 2014

IBM

Improved Operational Efficiencies through End-To-End Financial Reconciliation
sponsored by Infogix
WHITE PAPER: This case study investigates how an insurance company transformed financial reconciliation using automation, which they gained after adopting a data analysis platform. Learn the benefits they achieved as a result, including improved operational efficiency, reduced costs, and more.
Posted: 08 Jul 2016 | Published: 31 Dec 2015

Infogix
 
 
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