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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. 
(WHITE PAPER) GO TO WHITE PAPER

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. 
(ANALYST REPORT) GO TO ANALYST REPORT

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. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

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. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

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. 
(DEMO) READ ABSTRACT | GO TO DEMO

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. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

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. 
(WHITE PAPER) GO TO WHITE PAPER

Akamai Technologies Leads in Rich Media Content Delivery by Forrester Research by Akamai Technologies.

March 2008 - (Free Research)
As one of the original content delivery networks (CDNs), Akamai Technologies possesses a broad infrastructure with global reach and a client list that includes Apple’s iTunes Music Store, NBC, and Starz Entertainment Group’s Vongo. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

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

Financial Information Management: Assessing Finance and Information Processes by Kalido

June 2008 - (Free Research)
This research paper establishes baselines for financial information management and identifies some key issues that organizations must take into account if they expect to improve financial performance. The research was conducted in fall of 2007. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

The Financial Edge™: Fund Accounting Software for Nonprofits by Blackbaud, Inc. (E-mail this company)

The Financial Edge™ is an accounting solution that helps nonprofit professionals make smart, strategic decisions, achieve the highest level of fiscal transparency and accountability, and evaluate the performance of every initiative in real-time. Modules include: accounts payable, account receivable, payroll, cash management, and others. 
(ASP & SOFTWARE PRODUCT) GO TO DETAILED REPORT

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. 
(WEBCAST) READ ABSTRACT | GO TO WEBCAST

The Financial Edge™: Fund Accounting Software for Nonprofits by Blackbaud

The Financial Edge gives you all the information you need to make the best financial decisions for today and tomorrow. Think of it as insurance for your organization’s future. 
(ASP & SOFTWARE PRODUCT) GO TO DETAILED REPORT

Why Companies Fail: And the Information Imperatives to Help Ensure Survivability by Kalido

June 2008 - (Free Research)
Companies are failing at an unprecedented rate. Read this paper to learn how Kalido’s Active Information Management software can help companies accommodate the kinds of information required to stave off failure. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Content Management ROI Financial Analysis Tool by EMC Corporation.

August 2008 - (Free Research)
This financial modeling tool has been developed specifically to evaluate the value of a Content Management solution. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Managing Strategic Performance in Banks and Financial Services Firms: From 'Going Through the Motions' to Best Practice by Actuate Corporation.

July 2008 - (Free Research)
This paper outlines key measures and best practices for financial services organizations to develop successful approaches to Strategic Performance Management (SPM). 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Mobility Trends in Financial Services by Avaya, Inc

August 2008 - (Free Research)
Research by Forrester on unified communications in financial services revealed that 50% of their employees are mobile 25% of the time during the work week. This paper explores what firms are doing to optimize their mobile workers’ performance. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Why Video Is Strategic in Financial Services by TANDBERG.

March 2008 - (Free Research)
This research identifies the social trends, technical drivers, and business drivers that are leading Financial Institutions around the world to adopt videoconferencing strategies - today. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

E-Guide -Application Performance and Monitoring in Your Virtual Infrastructure by Nimsoft, Inc.

August 2008 - (Free Research)
This E-Guide explains an overview of virtualization monitoring, including examples of how companies are overcoming challenges associated with cost-efficiency, adaptive measures and VM sprawl. 
(E-LEARNING TUTORIAL) READ ABSTRACT | GO TO E-LEARNING TUTORIAL

Tuning ERP and the Supply Chain for Profitable Growth by Epicor Software Corporation.

February 2008 - (Free Research)
Some of the biggest opportunities exist in the supply chain and globalization. This Ventana Research white paper explores how you can improve business performance by addressing opportunities and risks within your supply chain and ERP systems. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

IBS business software by IBS, International Business Systems

Armed with a range of smart and robust tools that allow you to organize, extract and analyze any range of data within your systems, the fully-integrated IBS offering will help you make proactive decisions for both the short and long term. 
(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 
(WHITE PAPER) GO TO WHITE PAPER

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

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. 
(WHITE PAPER) GO TO WHITE PAPER

GFI Web Monitor by GFI Software, Inc.

GFI WebMonitor also allows you to monitor user downloads in real-time, letting you block file-types such as mp3s. 
(SOFTWARE PRODUCT) GO TO DETAILED REPORT

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