Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously. 

This paper explores the reporting challenges faced by organizations and examines the many benefits of automated U.S. American Recovery and Reinvestment Act (ARRA) reporting systems. 

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. 

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. 

This podcast explores the key changes made to Windows Server 2008 R2 in Active Directory, Group Policy and Terminal Services. Discover how your organization can leverage these improvements for reduced costs, increased control and improved efficiency. 

The ARRA was enacted to jumpstart the US economy and drive it out of the recession. One of the requirements of the recovery act is that organizations that receive funds for projects must report on the outcomes of those projects. Read on to learn what these executives and managers plan to do to meet the reporting and compliance mandates. 

Microsoft Dynamics CRM has enabled Jones Lang LaSalle to share customer and account information globally, while still offering functionality tailored to the unique processes of its many business units and more than 700 local offices. 

Join William Jewell College and SPSS Inc. to learn how you can be incorporating data mining into your annual fund operations and focusing your limited resources on those most likely to give. This presentation is designed to give you a roadmap for getting started with data mining. 

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. 

In today's economic downturn, organizations are looking for ways to improve the way they do business, to keep ahead of the competition, and to grow revenue. With reduced funding for new initiatives, it can be difficult to meet these objectives. Read on to learn how expanding your business intelligence with predictive analysis can help. 

Dorado Software recently introduced Redcell OpsCenter 6.1 platform and Redcell Advanced Monitors to help you visualize, clarify and monitor IT resources and the network fabrics that bind them. This paper explores these new capabilities and how they uniquely position Dorado Software customers for the benefits of an SLA‐oriented management approach. 

Oracle's Primavera enterprise project portfolio management solutions help organizations effectively and efficiently invest their funds for the good of the public.