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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)

Assess Your Enterprise Agility by SAP AG November 2007 - (Free Research) Forrester reports that CEOs are beginning to recognize the need for their firms to become more agile in detecting and making the changes to strategy, operations, and products.  (ANALYST REPORT) 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 |

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)

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 |

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 |

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 |

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 |

EVault Software rids East Coast law firm of tape “evils” by i365, A Seagate Company October 2009 - (Free Research) Soon after installing EVault Software, Womble Carlyle, a top-100 law firm, realized significant reliability improvement both in its nightly backup jobs and its file and folder restores. EVault Software Agents, which are installed on the servers requiring backup, “wake up” at administrator-set times.  (CASE STUDY) READ ABSTRACT |

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)

Leading VC Firm Keeps Citrix XenApp, Microsoft Exchange and Blackberry Enterprise Server "Always On" with Marathon Technologies by Marathon Technologies September 2009 - (Free Research) Find out how Argo Global Capital utilized server virualization to simplify, consolidate and reduce operating costs in their data center. Since implementing XenServer with everRun, Argo has had zero downtime, even during a significant hardware failure.  (CASE STUDY) READ ABSTRACT |

Sun Products Test Drive - Try and Buy by Sun Microsystems, Inc. December 2008 - (Free Research) Sun's free product trials give you the opportunity to test the very latest Sun Open Storage products and solutions for your business: absolutely free for a full 60 days, with full technical support.  (ARTICLE) READ ABSTRACT |

Winning the Performance Battle: Standardizing Best Practices with Technology by Oracle Corporation March 2009 - (Free Research) This white paper highlights the important elements and key benefits of standardizing business processes and operating procedures based on uniform, organization wide technology. It also serves as a guide for engineering and construction (E&C) firms choosing the right technology to promote standardization across their organizations.  (WHITE PAPER) READ ABSTRACT |

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency by Sterling Commerce September 2009 - (Free Research) This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units.  (WHITE PAPER) READ ABSTRACT |

High Availability Lowdown by CDW Corporation September 2009 - (Free Research) The Barkley ad firm implements consolidation, virtualization and replication to strengthen business-continuity and disaster-recovery planning. With the goal of getting to 100 percent availability, the firm uses HP's blade hardware, VMware's virtualization software and a variety of existing storage platforms.  (CASE STUDY) READ ABSTRACT |

Setting a Precedent for Success: Turner Padget effectively eliminates unplanned downtime and cuts server footprint by 50% with Dell solutions and VMware by Dell and VMware April 2009 - (Free Research) Turner Padget Graham & Laney, P.A., a Columbia, South Carolina-based law firm with five locations throughout the state sought to consolidate legacy servers, improve availability for remote users, increase storage capacity and implement a new disaster recovery DR/BC strategy. In this case study you'll learn about their new Dell and VMware solutions.  (CASE STUDY) READ ABSTRACT |

Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent by Microsoft April 2008 - (Free Research) Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent.  (CASE STUDY) READ ABSTRACT |

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.  (WHITE PAPER) READ ABSTRACT |

The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc December 2006 - (Free Research) The objective of this paper is to present the buyside with a framework in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.  (WHITE PAPER)

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc January 2009 - (Free Research) This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.  (WHITE PAPER)

The New Voice of the CIO: 2009 Global CIO Study - Perspectives for Midsize Organizations by IBM November 2009 - (Free Research) How can today's CIO make the biggest impact on their organization? Learn more here.  (ANALYST REPORT) READ ABSTRACT |

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