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Wealth Management

-- 5 Vendor Reports

ALSO CALLED: Money Management and Investment Management
DEFINITION: The process of managing money, including investments, budgeting, banking, and taxes.
Recent Vendor Reports on Wealth Management
How Rich Internet Applications and Web 2.0 Enable Wealth Management Client Relationships
sponsored by Actuate Corporation
WHITE PAPER: This paper describes some of the new technologies that have being used by financial firms to give them a real advantage in attracting and retaining wealthy clients.
Posted: 21 Jul 2008 | Published: 01 Jul 2008
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TowerGroup on Online Channels Portals for Prime Brokerage and Asset Mgmt
sponsored by Actuate Corporation
WEBCAST: This webcast describes the top 10 business drivers in securities, investment management, brokerage and wealth management for 2008. It also discusses the rich internet applications for next generation financial services.
Posted: 21 Jul 2008 | Premiered: Available On Demand
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Free Cerulli Report - Navigating the Affluent Emerging Marketplace
sponsored by Advent Software, Inc.
WHITE PAPER: Investors who comprise the emerging affluent segment of the market are very diverse-in terms of their net worth, risk tolerance, financial goals, and many other areas. To service this area of the financial market some level of segmentation must be used.
Posted: 10 Jul 2008 | Published: 01 May 2006
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Banking Services: Providing IT and BPO Services to Banks
sponsored by Hexaware Technologies
WHITE PAPER: Hexaware provides IT and business process outsourcing (BPO) services to banks everywhere. Explore Hexaware's key projects and features as well as market trends that have translated into large outsourcing engagements.
Posted: 10 Apr 2008 | Published: 01 Apr 2008
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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
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