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Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc July 2008 - (Free Research) This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.  (WHITE PAPER)

Reducing Time and Staff Required to Meet Customer Service Level Requirements for Security and Compliance by Shavlik Technologies July 2009 - (Free Research) As ORCS introduced Windows Server 2008 into the network, they sought new ways to improve efficiency. The need for an improved patch management system, combined with the requirements for PCI compliance, presented a dual challenge that they hoped they could address with a single technology solution. And they did. Read this case study to learn how.  (CASE STUDY) READ ABSTRACT |

Thriving in the Ecosystem: How Web Application Interdependencies are Transforming the Business of IT by Webmetrics, a Neustar service November 2009 - (Free Research) This white paper, based on unique, primary research, will provide you with a window into these new Web ecosystem dynamics - what they are, what are the trends, who is impacted most, and what strategies are most likely to help to minimize business risk and optimize growth opportunities.  (WHITE PAPER) READ ABSTRACT |

BI for Business Users: How IT Can Make Business Intelligence Easy for Everyone by IBM April 2009 - (Free Research) Today, the latest BI solutions put the power of advanced business intelligence into the hands of more people throughout the organization - improving the speed and accuracy of decision-making from top to bottom. Knowing your business, market, customers, and competition is critical for any organization. Read this for more...  (WHITE PAPER) READ ABSTRACT |

Wealth Management Firms Choose CRM to Improve Productivity and Client Service by Microsoft August 2009 - (Free Research) 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.  (WHITE PAPER) READ ABSTRACT |

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity.  (WHITE PAPER) READ ABSTRACT |

FACTS® Web™ by Ebix Health, Inc. January 2001 - (Free Research) FACTS®Web™ facilitates the sharing of real-time information directly from your FACTS® system to insureds, employees, and provider's web browsers through the Internet.  (ARTICLE) READ ABSTRACT |

FACTS® WDS™ by Ebix Health, Inc. January 2001 - (Free Research) FACTS® WDS™ (Work Distribution System) module is an electronic claim workflow management system for your adjusters.  (ARTICLE) READ ABSTRACT |

FACTS Electronic Data Interchange System (FACTS EDI) - Advanced Technologies for Expert Health Claims Management by Ebix Health, Inc. January 2005 - (Free Research) FACTS EDI (Electronic Data Interchange) is an industry compliant, electronic data interchange system that allows for the high-speed transaction processing of health information between the FACTS Systems and your trading partners.  (ARTICLE) READ ABSTRACT |

FACTS Defined Contribution System (FACTS DCS) - Advanced Technologies for Expert Health Claims Management by Ebix Health, Inc. January 2004 - (Free Research) FACTS DCS is the technology solution that deliver consumer directed health plan administration seamlessly within your health claims processing operations.  (ARTICLE) READ ABSTRACT |

Using Total Cost of Ownership to Determine Optimal PC Refresh Lifecycles by Dell, Inc. and Intel May 2009 - (Free Research) Wipro analysts gathered information from 106 IT organizations in North America, Great Britain, and Germany in March 2009. This whitepaper explores contributing factors that determine the optimal refresh rate for laptop and desktop PCs, using examples from the firms that participated in the survey.  (WHITE PAPER) READ ABSTRACT |

FACTS® PPO™ by Ebix Health, Inc. January 2001 - (Free Research) FACTS® PPO™ is a fully automated provider network processing module, this system provides you with a fully integrated database for providers (both practitioners and facilities).  (ARTICLE) READ ABSTRACT |

FACTS® MANAGED CARE SUITE™ by Ebix Health, Inc. January 2001 - (Free Research) The FACTS MANAGED CARE SUITE provides a full range of reports to help you manage your organization, design plan requirements, and control and monitor costs.  (ARTICLE) READ ABSTRACT |

FACTS ADMIN - Advanced Technologies for Expert Health Claims Management by Ebix Health, Inc. January 2004 - (Free Research) FACTS ADMIN is a fully automated, real-time policy administration system - with support for membership enrollment and eligibility management, premium administration, accounts payable, and administration of broker commissions.  (ARTICLE) READ ABSTRACT |

FACTS® CLAIMS & ENCOUNTERS™ by Ebix Health, Inc. January 2001 - (Free Research) FACTS® CLAIMS & ENCOUNTERS™ is a fully automated, real-time processing system for complete, online adjudication of medical, dental, vision, prescription drug, disability and COBRA claims and encounters.  (ARTICLE) READ ABSTRACT |

FACTS® 125™ by Ebix Health, Inc. January 2001 - (Free Research) FACTS® 125™ is a fully automated and comprehensive system for the management of Section 125, Flexible Benefit plans.  (ARTICLE) READ ABSTRACT |

First Class Protection for the Mid-Size Organization: Control Your Network with an Out of Box Solution by ArcSight, Inc. April 2009 - (Free Research) Read this paper to learn how ArcSight Express can help mid-size organizations better face the numerous security and compliance challenges they confront today.  (WHITE PAPER) READ ABSTRACT |

Law Firm Cuts IT Costs by 90 Percent, Dismisses Server Worries with Online Services by Microsoft March 2009 - (Free Research) James C. Nolan Law Office wanted to reduce monthly server maintenance fees, eliminate concerns about server reliability, and simplify the process of connecting seasonal workers to company systems. The firm got rid of its servers and subscribed to the Microsoft® Business Productivity Online Standard Suite.  (CASE STUDY) READ ABSTRACT |

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc July 2009 - (Free Research) This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.  (WHITE PAPER)

Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service by Microsoft June 2008 - (Free Research) When the latest version of Microsoft Dynamics CRM became available, executives decided to upgrade to it. Now, Jones Lang LaSalle has a robust solution that easily and economically integrates into the company’s current systems and delivers functional and technical capabilities that support effective global operations.  (CASE STUDY) READ ABSTRACT |

For Everything You Need and Expect in a Health Claims Management System...GET THE FACTS by Ebix Health, Inc. April 2008 - (Free Research) FACTS® gives you the most comprehensive line of fully automated and integrated, advanced technologies for expert management of your business.  (ARTICLE) READ ABSTRACT |

Plan Now for Licensing Windows 7 by Dell, Inc. July 2009 - (Free Research) This Forrester Research paper will show you how analyzing your options for upgrading to Windows 7 can save you down the road. One of the first steps IT managers should take is to determine their firm's Windows 7 licensing strategy and how it fits into their broader Microsoft relationship.  (WHITE PAPER) READ ABSTRACT |

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc August 2008 - (Free Research) This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.  (WHITE PAPER)

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc January 2009 - (Free Research) This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.  (WHITE PAPER)

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft April 2008 - (Free Research) Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services.  (CASE STUDY) READ ABSTRACT |

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