Investment Management White Papers

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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

From Fear to Fortune: Lessons from Leveraging the Cloud
sponsored by NetSuite
WHITE PAPER: This resource describes the lessons that real-world organizations have learned from their journey to the cloud, and explores how the cloud can cure common business pain points.
Posted: 12 Feb 2014 | Published: 31 Dec 2013

NetSuite

Buyer’s Guide to Financial Management Software
sponsored by NetSuite
WHITE PAPER: This resource counts down 10 essential capabilities of an effective financial management system. Read on to learn how you can make the software selection process a breeze.
Posted: 12 Feb 2014 | Published: 31 Dec 2012

NetSuite

The Benefits of Running Your Business Software in the Cloud: Strategies for Success
sponsored by NetSuite
WHITE PAPER: Ad hoc, standalone applications have a tough time keeping up with the requirements of business growth. This resource examines key benefits you can realize by moving your business software to the cloud.
Posted: 14 Feb 2014 | Published: 31 Dec 2011

NetSuite

Risk and Reward:Are you still using Spreadsheets for Budgeting and Forecasting?
sponsored by Centage
WHITE PAPER: Modern financial software enables business to collaborate with visibility, reliability, and accountability in a controlled environment. This paper explains the issues with spreadsheet budgeting and helps business find better financial software for easy long-term planning.
Posted: 19 Jul 2012 | Published: 19 Jul 2012

Centage

Business Analytics for Big Data
sponsored by IBM
WHITE PAPER: Access this resource today to learn how analytics can support the use of Big Data in business decision-making and lead to better business outcomes. Inside, find out how you can extract Big Data insights, uncover the challenges of Big Data analytics, and more.
Posted: 21 Aug 2013 | Published: 30 Jun 2013

IBM

Using Case Management to Empower Employees and transform Customer Service
sponsored by Kofax, Inc.
WHITE PAPER: This white paper demonstrates how empowering your employees can lead to significantly improved customer service. Learn how dynamic case management applications can assist in delivering employee empowerment and transform the customer experience.
Posted: 24 Aug 2012 | Published: 24 Aug 2012

Kofax, Inc.

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: 07 Nov 2013 | Published: 07 Nov 2013

IBM

Managing the 'Last Mile of Finance'
sponsored by IBM
WHITE PAPER: Why should finance organizations make the effort to automate and enrich the Last Mile now?  Read this whitepaper to find out.
Posted: 05 Nov 2013 | Published: 05 Nov 2013

IBM

Case Management and Smart Process Applications
sponsored by K2
WHITE PAPER: This report looks at the applicability of smart process applications, the drivers for improved case management, and the feature sets required of a modern case management system.
Posted: 20 Nov 2014 | Published: 20 Nov 2014

K2