White Papers for Financial Information Technology

  • Build vs. Buy: Why Sharepoint Doesn’t Meet Document Control Demands for Quality and ComplianceBy

    Although SharePoint provides features that you can use to build out your own rudimentary document management system, the costs of programming and IT support, maintenance and training as well as the possible legal ramifications due to the lack of verifiable audit trail make using SharePoint or...
  • Have You Outgrown Your Portfolio Management System?By

    Technology has empowered the investment management industry to grow exponentially over the last 30 years. But with that growth has come enormous complexity—a proliferation of instruments, 24-hour trading, accelerated settlement cycles, worldwide variations in accounting standards, tighter and...
  • Creating more effective operational reporting environments for private investments - April, 2012By

    This white paper, written by Carol Penhale, President and Founder of Bedford Park Associates, and sponsored by eFront, examines how the industry should: Prioritize needs: - external reporting versus internal reporting, - Cultivate a more robust operational environment for reporting, -...
  • Forrester Research: Evaluating Innovative I&O Solutions: Converged Application Performance ManagemenBy

    IT complexity is the major underlying theme of the years to come for infrastructure and operations. I&O teams have attempted to abstract this complexity with virtualization, cloud computing and SaaS, and virtual data centers. These solutions all attempt to mask the inherent complexity of...
  • Fast, Efficient Reconciliation: How Asset Managers Can Improve OperationsBy

    No matter your industry, Big Data is a hot topic. With multiple information sources, systems and requirements come increased complexity, risk and opportunity. Never before has the financial industry had so much data to work with—and such a need to manage it efficiently. The data management...
  • Why All Organizations Need to Manage and Archive Social MediaBy

    This white paper discusses the various risks that organizations face from unmanaged use of social media. It also offers advice on how organizations can mitigate these risks while at the same time realizing the competitive advantages that the use of social media can offer.
  • The Myths of GIPS®: Money-Weighted Returns for Client Performance ReportingBy

    When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However,...
  • Essentials of CRM for Wealth ManagementBy

    Learn how wealth management firms can use CRM to build relationships as trusted advisors, maximize share of wallet, and increase productivity, contributing to revenues while gaining usable insight.