Investment Management

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

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

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

WHITE PAPER: Download this white paper to learn about SAP Business One for SAP HANA, which gives SMBs 1 platform to manage finances, sales, customers and more—allowing for more time to focus on growth and development.

Posted: 16 Nov 2018 | Published: 16 Nov 2018

RESEARCH CONTENT: Access this research report to learn about a new operating model for modern finance, and what you can expect from after implementing this fast-evolving model.

Posted: 30 Nov 2018 | Published: 30 Nov 2018

WHITE PAPER: The average office employee spends 56 minutes per day using their cell phone at work for non-work activity; while employees aged 18 to 34 spend an average of 70 minutes on their phones. Download this white paper to learn about the alternative to smartphones, Push-to-Talk devices, and how they can help you communicate without distractions.

Posted: 13 Sep 2018 | Published: 13 Sep 2018

CASE STUDY: Synergy, Western Australia's leading energy generator and retailer, wanted to automate its previously outsourced transactional billing processes, and reduce time spent searching to find information. Download this case study to learn how RPA has helped Synergy, and why they plan to expand the capability into sales, finance, ICT and HR functions.

Posted: 27 Sep 2018 | Published: 27 Sep 2018

WEBCAST: Healthcare company RHT Health Trust was managing their financials manually, and needed a more efficient way to track their finances. Watch this webcast to learn why RHT Health Trust chose to implement Oracle's ERP Cloud, and explore how the new tech has helped them simplify their finance processes to save time and money.

Posted: 03 Dec 2018 | Premiered: Dec 3, 2018

WHITE PAPER: Federal contracting can be one of the most lucrative, long-term business industries to enter. Download this white paper for an in-depth look at 2 of the most important federal compliance regulations—FAR and CAS—as well as additional details that occur after an audit is complete.

Posted: 24 Sep 2018 | Published: 24 Sep 2018

WHITE PAPER: Details matter when it comes to successfully surviving a Defense Contract Audit Agency (DCAA) audit review. Read this white paper to discover the 15 most commonly overlooked data points that could determine whether you pass or fail.

Posted: 24 Sep 2018 | Published: 24 Sep 2018