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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....

Security, Compliance, and the Cloud
by Advent Software
A cloud-based technology platform makes your firm more agile and responsive, which translates to better client service. It’s a clear value-added differentiator in an increasingly competitive business....

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,...

Build vs. Buy: Why Sharepoint Doesn’t Meet Document Control Demands for Quality and Compliance
by IBS America, Inc.
Although SharePoint provides features that you can use to build out your own rudimentary documentmanagement system, the costs of programming and IT support, maintenance and training as well as thepossible legal ramifications due to the lack of verifiable audit trail make using SharePoint or...

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...