Portfolio and Investment Management Software, Hardware, Services and Research Papers

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ROI Calculators: Requirements-Driven Quality by IBM

November 04, 2009 - (Free Research) Check out these three ROI calculators for estimates on your return on investment using one or more IBM solutions.

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SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc

August 2008 - (Free Research) 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.

(WHITE PAPER)

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Advent Portfolio Exchange Demo by Advent Software, Inc

July 2008 - (Free Research) Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.

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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc

January 2006 - (Free Research) In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.

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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc

July 2009 - (Free Research) 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.

(WHITE PAPER)

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Green IT: Beyond the Data Center -- How IT Can Contribute to the Environmental Agenda Across and Beyond the Business by Accenture

February 2009 - (Free Research) This whitepaper looks at the ecological impact of a business's entire IT infrastructure and provides the CIO with a holistic prospective to a business's carbon footprint.

(WHITE PAPER)

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