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Documents related to » marketing for financial advisor


Financial Reporting—Who Needs It?
Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

MARKETING FOR FINANCIAL ADVISOR: Financial Reporting—Who Needs It? Financial Reporting—Who Needs It? Jorge García - June 14, 2011 Read Comments Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools to help with the technical processing of data (e.g., profit and loss reports, balance sheets, etc.) for the purpose of management accounting . And management can usually obtain whatever information they
6/14/2011 4:13:00 PM

Standards for Financial Plans
Discover the standards for financial plans.You'll wonder how you ever managed without it.Free white papers Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans.

MARKETING FOR FINANCIAL ADVISOR: Standards for Financial Plans Standards for Financial Plans Source: Alight Document Type: White Paper Description: Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and
3/23/2010 1:21:00 PM

Is Your Financial Transaction Secure?
The FDIC imposes IT integrity ratings on financial institutions. These ratings are known as URSIT ratings and are not disclosed to the public. There is no easy discernable way to know how safe your on-line transactions are.

MARKETING FOR FINANCIAL ADVISOR: Is Your Financial Transaction Secure? Is Your Financial Transaction Secure? L. Taylor - October 6, 1999 Read Comments Event Summary You want to start doing on-line banking but you keep hearing about information security incidents that make you skeptical of the process. How do you know if your financial institution has done due diligence to protect your assets from wily hackers, cavalier administrators, and other information technology sepulchers? If a large sum of money disappeared from your account, and
10/6/1999

Integrating Actuals into Financial Plans
Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

MARKETING FOR FINANCIAL ADVISOR: Integrating Actuals into Financial Plans Integrating Actuals into Financial Plans Source: Alight Document Type: White Paper Description: Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using
3/23/2010 1:18:00 PM

Microsoft Dynamics GP 10.0 for Financial Packages Certification Report
Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of financial packages in the Accounting Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

MARKETING FOR FINANCIAL ADVISOR: Microsoft Dynamics GP 10.0 for Financial Packages Certification Report Microsoft Dynamics GP 10.0 for Financial Packages Certification Report Source: Technology Evaluation Centers Document Type: Certification Report Description: Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of financial packages in the Accounting Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection
12/1/2011 4:05:00 PM

Welcome to the Evolution: Audience Based Marketing - Now and Moving Forward
With recent advancements, publishers and advertisers need to know how to get the right message to the right customer and in the right place to achieve their campaign goals. This report explores the emergence of data-driven audience targeting and reveals some of the ways that publishers are embracing newer ‘actual data’ tools to create dynamic audience segments that are more flexible and truly able to meet advertisers’ needs.

MARKETING FOR FINANCIAL ADVISOR: the Evolution: Audience Based Marketing - Now and Moving Forward Welcome to the Evolution: Audience Based Marketing - Now and Moving Forward Source: AudienceScience, Inc. Document Type: White Paper Description: With recent advancements, publishers and advertisers need to know how to get the right message to the right customer and in the right place to achieve their campaign goals. This report explores the emergence of data-driven audience targeting and reveals some of the ways that publishers are
10/27/2011 4:02:00 PM

Comprehensive ERP and Financial Management for a Manufacturing Competitive Advantage
Dive into the comprehensive ERP and financial management for a manufacturing competitive advantage. Find the software information you're looking for. Manufacturers face a challenging environment with scarce credit, pricing pressures, and increasing costs. Critical to success is an enterprise resource planning (ERP) solution that aligns operations and production with finance—allowing manufacturers to deliver quality products at competitive prices. Discover the key areas necessary for creating value and profitability through real-time monitoring of financial conditions.

MARKETING FOR FINANCIAL ADVISOR: Comprehensive ERP and Financial Management for a Manufacturing Competitive Advantage Comprehensive ERP and Financial Management for a Manufacturing Competitive Advantage Source: Plex Systems Document Type: White Paper Description: Manufacturers face a challenging environment with scarce credit, pricing pressures, and increasing costs. Critical to success is an enterprise resource planning (ERP) solution that aligns operations and production with finance—allowing manufacturers to deliver quality products
2/24/2010 12:33:00 PM

The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms
This white paper features insight about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also featured in this white paper: suggestions for identifying financial system functionality that will support your organization’s changing processes, and a descriptive checklist for soliciting such information.

MARKETING FOR FINANCIAL ADVISOR: The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms Source: UNIT4 Document Type: White Paper Description: This white paper features insight about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also featured in this white paper: suggestions for identifying financial system functionality that will support
9/7/2012 2:09:00 PM

Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance
Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance. Find Free System and Other Solutions to Define Your Project In Relation To Financial Processes. Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why embedding the components of GRC within your financial processes can help you track financial flows and alert you when things might go awry.

MARKETING FOR FINANCIAL ADVISOR: Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance Source: SAP Document Type: White Paper Description: Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why
6/5/2009 4:16:00 PM

Managing Financial Performance: Closing the Gap Between Strategy and Execution
Best-practice performance management requires processes to run seamlessly across enterprise performance management applications. This permits the sharing of data, enabling business managers to collaborate and make better and quicker decisions that give the organization the agility it needs in today’s increased uncertainty. This paper sets out how one enterprise performance management (EPM) solution delivers.

MARKETING FOR FINANCIAL ADVISOR: Managing Financial Performance: Closing the Gap Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Source: SAP Document Type: White Paper Description: Best-practice performance management requires processes to run seamlessly across enterprise performance management applications. This permits the sharing of data, enabling business managers to collaborate and make better and quicker decisions that give the organization the agility it needs in
3/4/2011 4:11:00 PM

Infor Will Launch Interaction Advisor on the Salesforce Platform » The TEC Blog
Infor Will Launch Interaction Advisor on the Salesforce Platform » The TEC Blog TEC Blog     TEC Home     About TEC     Contact Us     About the Bloggers     Follow TEC on Twitter    RSS   Discussing Enterprise Software and Selection --> Fast, Accurate Software Evaluations TEC helps enterprises evaluate and select software solutions that meet their exacting needs by empowering purchasers with the tools, research, and expertise to make an ideal decision. Your software selection starts

MARKETING FOR FINANCIAL ADVISOR: CRM, customer relationship management, industry watch, infor, Infor Epiphany CRM, Infor Epiphany Interaction Advisor, Salesforce Platform, TEC, Technology Evaluation, Technology Evaluation Centers, Technology Evaluation Centers Inc., blog, analyst, enterprise software, decision support.
16-01-2013


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