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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

Take Back Control of your Business
sponsored by Sage Software
WHITE PAPER: To sustain profitable growth, you must take back control of your business processes. Learn how the right business management system integrates all information and workflows so your entire company is operating from the same information.
Posted: 17 May 2016 | Published: 17 May 2016

Sage Software

Business Management Solutions: Support Customer Retention and Growth
sponsored by Sage (UK) Limited
WHITE PAPER: To optimize customer satisfaction, both back and front-office processes must be seamlessly aligned to ensure excellent customer service. This white paper reveals the top 6 benefits of back-office accounting integration. Discover how you can ensure compliance, minimize costs, drive customer growth, and more.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

Sage (UK) Limited

The Breakup of the Corporate Performance Management Suite
sponsored by IBM
WHITE PAPER: In this Gartner report, explore the impacts and recommendations relating to hybrid corporate performance management. Additionally, learn about the emergence of financial and strategic CPM, and how they play into modern day CPM strategy.
Posted: 01 Mar 2016 | Published: 28 Jul 2016

IBM

The Buyer's Guide to Financial Management Software
sponsored by Tribridge
WHITE PAPER: Discover 10 essentials of a complete financial management system that can help you keep up with the rapidly changing business landscape, including integrated inventory management, fulfillment and shipping, low total cost of ownership and superior ease of use, and 8 more.
Posted: 10 Jun 2016 | Published: 31 Dec 2015

Tribridge

THE ZEN OF A CONNECTED BUSINESS
sponsored by Sage Software - Live
WHITE PAPER: This white paper describes 3 warning signs that indicate your disconnected financial applications are holding you back. Also, learn how migrating to a unified cloud solution can improve financial forecasts, enable you to act on more accurate information, increase productivity, and more.
Posted: 23 Jun 2016 | Published: 23 Jun 2016

Sage Software - Live

Seven capabilities in Performance Management for a world of volatility, uncertainty and risk
sponsored by IBM
WHITE PAPER: Finance teams are often slow in delivering important data and analysis business executives to make informed decisions. Performance management tools can help, but in what ways? In this white paper, learn 7 key capabilities of performance management software, how you can accelerate analytics insights, and more.
Posted: 16 Jun 2016 | Published: 31 Dec 2015

IBM

How Finance teams can help their organizations get future-ready
sponsored by IBM
WHITE PAPER: Finance teams need to ready themselves for the future. Access this report to learn how finance teams can become future-ready by improving in keys areas and debunk seven myths about performance management.
Posted: 16 Jun 2016 | Published: 30 Jan 2015

IBM
 
 
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