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Free Cerulli Report - Navigating the Affluent Emerging Marketplace by Advent Software, Inc

March 2007 - (Free Research)
The investors who comprise the emerging affluent segment of the market are very diverse—in terms of their net worth, risk tolerance, financial goals, and a myriad of other characteristics. Because of this diversity, in order for firms and advisors to effectively service this market they must perform some level of segmentation. 
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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc

January 2007 - (Free Research)
In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. Systems that offer advisors the functionality they seek are often not affordable when considering the time and expertise required to properly manage a reporting system in-house. The answer, prospectively, lies in outsourcing. 
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BlackBerry for Investments: Handheld Device Trends in the US Retail Brokerage Advisory Industry by BlackBerry

March 2008 - (Free Research)
This whitepaper examines the usage of wireless handheld devices within the US Retail Brokerage industry with a focus on financial advisors. 
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Managed Customer Correspondence for Financial Services by EMC Corporation.

August 2008 - (Free Research)
Aite Group surveyed people who were either within five years of retiring or within five years of having been retired. Read this survey to learn their preferences of technology requirements for meeting on-demand document management capabilities. 
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IBM Systems Advisor for Express Seller by IBM.

September 2008 - (Free Research)
The Systems advisor tool can help you, too. By answering a few quick questions, we'll identify products that can help meet your business needs. Let's get started. 
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Pillars of Application Quality: Security, Functional, and Performance Testing by Hewlett-Packard Company

February 2008 - (Free Research)
HP QAInspect delivers automated security information that QA professionals and software testers can access at any point in the application development process to identify and remediate potential security defects. 
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Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by CDC Software

September 2008 - (Free Research)
This white paper explains how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, increase productivity, contributing revenues. 
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Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance by Advent Software, Inc

December 2006 - (Free Research)
Creating a culture compliance may prove to be simply good business, regardless of whether or not it becomes standard regulation. Read how your firm can support compliance while improving your bottom line. 
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IFS Applications - Supply Chain Management by IFS

Increase your margins by controlling your costs and turn your strategy into reality. Our supply chain management software will enable you to master the three key disciplines of cost, availability and quality. 
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Secure Business Advisor: Network Capability & Vulnerability Assessment by Cisco Systems, Inc

February 2008 - (Free Research)
This tool will help you assess your current network, understand where the opportunities and risks are, and get customized recommendations for addressing your unique challenges. 
(DEMO) READ ABSTRACT | GO TO DEMO

IFS Enterprise Asset Management - EAM / CMMS by IFS

IFS Enterprise Asset Management (EAM) is an information management system that connects all departments and disciplines within a company, making them an integrated unit. 
(SOFTWARE PRODUCT) GO TO DETAILED REPORT

Invoice Automation Software - Capture and Process Inbound Invoices by Verian Technologies

Verian's Invoice Automation solution offers "one-stop shopping": a solution that quickly captures and provides control over 100% of your inbound invoices. 
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Cisco PCI Compliance Advisor by Cisco Systems, Inc

August 2008 - (Free Research)
The Cisco PCI Compliance Advisor guides customers through how PCI compliance requirements impact their industry. This demo explores threats, offers solutions, and reviews best practices for PCI compliance. 
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Managing the Full Process Life-Cycle with Metastorm BPM by Metastorm

February 2008 - (Free Research)
Metastorm BPM delivers benefits that are immediate, have quick and measurable impact, and continue to increase in value over time. Download this paper to learn how Metastorm BPM will improve your most critical business processes. 
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Streamlining Marketing Management and Processes, a Merrill Lynch Success Story by Aprimo, Inc.

June 2008 - (Free Research)
This 2002 case study details Merrill Lynch’s GPC Marketing team that successfully implemented Aprimo’s Planning & Financial Management solution to better manage their $100 million-plus marketing spend. 
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Nation's Largest Reseller of Total Loss Vehicles Uses Expensewatch.com - 2007 ROI Award-Winning Case Study by Nucleus Research by ExpenseWatch.com.

March 2008 - (Free Research)
Deploying Expensewatch.com has enabled Copart to refine its financial processes to support greater profitability, increase employee productivity, and decrease approval cycles. 
(CASE STUDY) READ ABSTRACT | GO TO CASE STUDY

Copart Achieves 888% ROI with ExpenseWatch.com Operating Expense Control Service by ExpenseWatch.com.

March 2008 - (Free Research)
Explore how one company was able to refine financial processes to support greater profitability, increase employee productivity, and decrease approval cycles. 
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Enterprise Performance Management - Financial Excellence and Beyond by SAP America, Inc.

February 2008 - (Free Research)
Read why top CFOs are shifting from their traditional financial role dealing with standardized business processes and systems to that of change agent and strategic advisor to the CEO. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

A Solution for Manufacturing Excellence in the Global Marketplace by Apriso® Corporation (E-mail this company)

August 2006 - (Free Research)
The move to global manufacturing is now a stark reality for enterprises. Companies are shifting their supply chains and moving manufacturing plants to seize advantages in costs or to drive faster production. The problem is a disconnect between ERP and the various factory floors that are distributed across countries and continents. 
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Customizable Customer Relationship Management (CRM) Suite for Enterprises by CDC Software - Pivotal CRM (E-mail this company)

Pivotal CRM delivers rich CRM functionality out of the box to help organizations implement quickly with a lower total cost of ownership. As the market’s most customizable CRM solution, Pivotal CRM enables companies to cost-effectively adapt & integrate to fit their unique business processes. 
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2007 Asset Management Operations and Compensation Survey by Advent Software, Inc

March 2008 - (Free Research)
This Asset Management Operations and Compensation Survey conducted by Advent Users Group and Advent Software was taken by over one hundred investment firms. Technology, operations and compensation were the three key areas covered in the survey. 
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Is Your Enterprise Application on the Road to Nowhere? by IFS

February 2008 - (Free Research)
After recent software product consolidation, how can you tell which products have a future and which will be phased out or orphaned? 
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IFS Machinery - ERP for Complex Order-Driven and Mixed-Mode Manufacturing by IFS

IFS offers a proven solution for machinery manufacturers who produce, deliver & service their products based on unique customer requirements, using either predefined product configurations or custom engineering. IFS helps coordinate complex order-driven & mixed-mode manufacturing and purchasing of material. 
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Advanced Professional Services Automation / Project Portfolio Management by Unanet Technologies (E-mail this company)

Unanet PSA/PPM software is an earned value management system that improves resource scheduling and forecasting, project management, project portfolio management, project accounting, timesheets and expense reports for government contractor, professional services, advanced technology, and Fortune 100 internal services organizations. 
(ASP & SOFTWARE PRODUCT) GO TO DETAILED REPORT

White Paper: Think Integration - Eliminate Frustration by Microsoft Dynamics.

September 2008 - (Free Research)
Discover how leading edge industrial equipment and machinery manufacturers are finding success with help from integrated business systems from Microsoft Dynamics. Read case studies, white papers and more. Return for free offers each month 
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