SmartBiz IT Research Library

WHITE PAPER - This white paper provides insight into the six key areas essential for becoming a value-driven organization. Discover how to gain the visibility and control essential to meet and exceed customer needs.
Posted: August 20, 2008 | Published: August 20, 2008


Topics:  Business Intelligence | Business Intelligence Software | Competition | Cost Benefit Analysis | Customer Satisfaction | Market Trends | Portfolio Management (Finance) | Product Management | Project Management | Regulations | Revenue Projections

WHITE PAPER - 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.
Posted: August 7, 2008 | Published: August 1, 2008


Topics:  Asset Management (Finance) | Asset Management Services | Benchmark Testing | Indexing (Information Management) | Investments | Model Driven Architecture | Political Environment | Portfolio Management (Finance) | Project Portfolio Management

WHITE PAPER - 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.
Posted: August 7, 2008 | Published: August 1, 2008


Topics:  Audit Trails | Best Practices | Compliance (Finance) | Disaster Recovery | Documentation | Information Management | Portfolio Management (Finance) | Regulations | Risk Assessment

WHITE PAPER - 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.
Posted: July 10, 2008 | Published: May 1, 2006


Topics:  Capital Expenditures | Financial Services Industry | Market Segments | Market Trends | Portfolio Management (Finance) | Real Estate Industry | Risk Assessment | Risk Management | Wealth Management

WHITE PAPER - This paper focuses on the growth of the offshore segment within the wider expansion of the hedge fund industry. It also assesses the advantages of adding an offshore capability.
Posted: July 10, 2008 | Published: January 1, 2007


Topics:  Accounting | Asset Management Services | Capital Expenditures | Financial Services | Offshore Outsourcing | Operational Support Systems | Portfolio Management (Finance)

SOFTWARE DEMO - Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
Posted: July 10, 2008 | Published: July 1, 2008


Topics:  Accounting Software | Client-Server Software | CRM | Marketing | Office Applications Software | Portfolio Management (Finance) | Reporting Software | Systems Integration Services

WHITE PAPER - 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.
Posted: July 10, 2008 | Published: July 1, 2008


Topics:  Asset Management (Finance) | Best Practices | Budgeting | Customer Service | Market Trends | Portfolio Management (Finance) | Risk Assessment | Risk Management | Workflow Management Coalition

WHITE PAPER - 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.
Posted: February 2, 2007 | Published: January 1, 2007


Topics:  Electronic Funds Transfer | Electronic Marketplace | Financial Applications Software | Financial Transaction Processing | Investments | Online Trading (Securities) | Order Management Systems | Portfolio Management (Finance) | Regulatory Compliance | Securities Industry