Access more. Register Today!
Sign In

White Papers for Financial Information Technology

Download leading-edge product research and relevant business strategies, for free. Discover smart solutions from industry experts to accelerate your business.
Why All Organizations Need to Manage and Archive Social Media
by Smarsh
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....

Close more business and build your brand using technology
by Advent Software
In today’s more competitive environment with more and more financial services providers adopting a “wealth management” message, independent advisors are being challenged to continue to differentiate their offering. Leading firms, however, are embracing technology in their marketing and branding to...

Fast, Efficient Reconciliation: How Asset Managers Can Improve Operations
by ByAllAccounts
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 problems...

Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for All Investors
by Albridge Solutions
To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to clients by providing a personalized rate of return.Current studies show that as trust between an investor and financial professional grows,...

Essentials of CRM for Wealth Management
by Pivotal CRM
Learn how wealth management firms can use CRM to build relationships as trusted advisors, maximize share of wallet, and increase productivity, contributing torevenues while gaining usable insight....

Creating more effective operational reporting environments for private investments - April, 2012
by eFront
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,- Create the...

Forrester Research: Evaluating Innovative I&O Solutions: Converged Application Performance Managemen
by Nastel Technologies, Inc.
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...