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Money Management White Papers (View All Report Types)
 
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

Using ERP for Process Manufacturing Quality Management
sponsored by IFS
WHITE PAPER: In this informative white paper learn how to use ERP for process manufacturing quality management to streamline and simplify your business processes.
Posted: 23 Feb 2015 | Published: 31 Dec 2013

IFS

CFOs: Create a Strategic Advantage with a Modern Finance System
sponsored by NetSuite
WHITE PAPER: Discover how a modern finance system can help you introduce efficiencies across the finance team and depend less on expensive consultants.
Posted: 03 Jan 2018 | Published: 31 Dec 2017

NetSuite

How the Convergence of Cloud, Big Data, Mobile, and Social Forces Impacts Global Business
sponsored by IBM
WHITE PAPER: This white paper details the results of a survey of IT professionals from around the world regarding the business impact of cloud, big data, mobile, and social forces.
Posted: 16 Jun 2014 | Published: 13 May 2014

IBM

The Technology of the Business Data Lake
sponsored by Pivotal
WHITE PAPER: This white paper discusses an approach other than enterprise data warehouses (EDWs) to meet organizations reporting and operational needs.
Posted: 05 May 2014 | Published: 31 Dec 2013

Pivotal

Quick Start Service for Cognos Disclosure Management
sponsored by IBM
WHITE PAPER: This white paper provides an introduction to IBM Cognos Disclosure Management, a disclosure automation tool. Learn what you should take into consideration before beginning your first implementation so that you can maximize the potential of this technology.
Posted: 28 Jul 2016 | Published: 31 Dec 2013

IBM

How e-Procurement Can Help You Buy & Pay Smarter
sponsored by Basware
WHITE PAPER: Despite the recent economic rebound from the great recession, many companies are still struggling to find organic growth. But here's a hint – the way to achieve it is by controlling indirect spending. Access this white paper to learn about e-procurement software and how it can help stimulate growth when sales are revenues remain stagnant.
Posted: 16 Nov 2016 | Published: 16 Nov 2016

Basware

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
 

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