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Video Case Study - Accounting Firm Migrates for Better Storage Solutions by i365, A Seagate Company

March 2008 - (Free Research)
For Dixon Hughes, a large CPA firm, having complete security over their client's data is critical. View this Webcast to learn about the solutions this firm chose to help them efficiently protect their client's information and meet compl… 
(VIDEOCAST) READ ABSTRACT | GO TO VIDEOCAST

ERP for Service Organizations by Epicor Software Corporation.

Moving beyond Professional Services Automation (PSA), Epicor for Service Enterprises is an ERP solution developed specifically mid to large sized professional service organizations. It streamlines every aspect of your business -- from bid management to engagement delivery, from resource management to project accounting and portfolio management. 
(SOFTWARE PRODUCT) GO TO DETAILED REPORT

ADERANT Expert by Aderant

ADERANT Expert is the legal industry’s first truly integrated practice management system based on Microsoft .NET technologies, providing law firms with comprehensive functionality for financial management, business intelligence, matter management, and practice automation. 
(SOFTWARE PRODUCT) GO TO DETAILED REPORT

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

July 2008 - (Free Research)
Investors who comprise the emerging affluent segment of the market are very diverse-in terms of their net worth, risk tolerance, financial goals, and many other areas. To service this area of the financial market some level of segmentation must be used. 
(ANALYST REPORT) GO TO ANALYST REPORT

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

OASIS Workers Comp; Claims, Policy, and Financial Management by Delphi Technology, Inc. (E-mail this company)

OASIS Workers Comp is a component-based, fully integrated insurance processing system that supports full-service workers' compensation insurance companies, third party claims administrators, and self-insured entities. 
(ASP & SOFTWARE PRODUCT) GO TO DETAILED REPORT

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

Dickinson Dees LLP Achieves Productivity Gains by Nokia.

April 2008 - (Free Research)
While away from the office, data is increasingly being accessed and IT is left with stringent demands that are difficult to manage. This podcast looks at how Device Management helped a top law firm control costs and connect its 800 employees. 
(PODCAST) READ ABSTRACT | GO TO PODCAST

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) GO TO WHITE PAPER

IDC on Top 10 Strategic Banking Initiatives by Actuate Corporation.

July 2008 - (Free Research)
The power of the CIO is increasing, as is the CIO’s ability to command more of the IT budget for enterprise wide initiatives. This paper details some key initiatives for banks as they determine how to allocate their current and future IT budgets. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Performance Attribution: A Powerful Tool for Identifying the Sources of Investment Performance by Advent Software, Inc

August 2008 - (Free Research)
This whitepaper provides an overview of what performance attribution is and how it works. It also analyzes two of the most commonly used attribution models in their approach and in the results they yield. 
(WHITE PAPER) GO TO WHITE PAPER

Forrester Research: Improving Application Deployments - How an Application Delivery Architecture Can Help Businesses Overcome Deployment Challenges by F5 Networks.

September 2008 - (Free Research)
Today's businesses must operate in a drastically changing environment. Forrester found most companies are not well equipped to reorient IT as a critical driver of top line success. This report showcases the results of an April 2007 Forrester survey. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

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) 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

Top Ten Reasons to Automate Operating Expense Controls by ExpenseWatch.com.

March 2008 - (Free Research)
This "top-ten" list of why companies automate operating expense controls has been compiled from leading technology and payment consulting and research firms, leading financial publications and extensive interviews with businesses that use expense control software. One or more of these situations may, in fact, be true for you. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

The Buyside and the Three Phase Evolution of Electronic Trading White Paper by Advent Software, Inc

March 2007 - (Free Research)
The Buyside and the Three Phase Evolution of Electronic Trading describes how the function of trade execution is undergoing a period of dramatic transformation; not only for buyside firms, but also brokers and execution venues. 
(WHITE PAPER) GO TO WHITE PAPER

How Rich Internet Applications and Web 2.0 Enable Wealth Management Client Relationships by Actuate Corporation.

July 2008 - (Free Research)
In their efforts to secure a greater share of online investors, wealth management firms are racing to build comprehensive, easy-to-use portals that serve their varying needs. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Managing Today's Professional Service Organization - How to Improve Efficiency and Increase Profits by Epicor Software Corporation.

February 2008 - (Free Research)
Enterprise service automation has eased a number of business challenges for companies, including efficiency, billing and performance. Learn development and solution best practices for enterprise service automation and realize increased profits. 
(WHITE PAPER) READ ABSTRACT | 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

Project Optimization & Collaboration: Keys to Project Success for AEC Firms by Epicor Software Corporation.

July 2008 - (Free Research)
Our featured speaker in this webcast, Chris Martersteck, of PSMJ Resources Inc. will take you through the main components of project success to achieve both client satisfaction and increased profitability. 
(WEBCAST) READ ABSTRACT | GO TO WEBCAST

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

SL Case Study: InScope Solutions by Microsoft Dynamics.

September 2008 - (Free Research)
Read how a growing IT service firm decreased its auditing time and gained $10 million in revenue growth after deploying a solution using Microsoft Dynamics SL. 
(CASE STUDY) GO TO CASE STUDY

The Buyside and the Three Phase Evolution of Electronic Trading White Paper by Advent Software, Inc

July 2008 - (Free Research)
This paper presents the buyside with a framework that offers a vision for the trading platforms. This framework explains why the future of trading belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers. 
(WHITE PAPER) GO TO WHITE PAPER

The Seven MegaTrends of Professional Services: The Forces That Are Transforming Professional Services Industries and How to Respond by Epicor Software Corporation.

May 2008 - (Free Research)
In this paper we will study the seven MegaTrends of professional services that will provide us with a sound foundation for responding strategically, and taking advantage of these fundamental changes. 
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards by Advent Software, Inc

December 2007 - (Free Research)
Compliance with GIPS standards has become a virtual requirement in order to stay competitive. Written in conjunction with Ashland Partners, this paper explains the steps to becoming GIPS compliant. Packed with practical tips and expert advice, it explains the value of GIPS compliance, what’s needed to achieve it, and common pitfalls to avoid. 
(WHITE PAPER) GO TO WHITE PAPER

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