Featured Documents related to » crm for financial planners

Financial Packages Software Evaluation Reports
The software evaluation report for Financial Packages provides extensive information about software capabilities or provided services. Covering everything in the Financial Packages comprehensive model, the report is invaluable toward RFI and business requirements research.

Financial Packages RFP Templates
RFP templates for Financial Packages help you establish your selection criteria faster, at lower risks and costs.

Financial Software Evaluation Center
Define your software requirements for Financial Software, see how vendors measure up, and choose the best solution.

Documents related to » crm for financial planners

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.

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6/14/2011 4:13:00 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.

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10/6/1999

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.

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3/23/2010 1:21:00 PM

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.

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3/23/2010 1:18:00 PM

Getting Strategic Planning and Financial Planning in the Same Bailiwick
To provide useful financial insight on projects, financial managers need to think about business strategy more like a series of options than a single projected cash flow. While the concepts of options are certainly familiar to most executives, the trick to valuing strategic choices lies in the complex and often overwhelming task of understanding the interaction between strategic options. This article provides a breakthrough planning approach for (1) rapidly realizing the business capabilities dictated by strategy (2) aligning process, technology and organization design and (3) through the financial lens of 'real options' shows how to quan

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10/1/1999

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.

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12/1/2011 4:05:00 PM

Vendor Spotlight: GMS Accounting and Financial Management System
In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not-for-profit organizations. Learn all about GMS’s customers and marketing positioning, and how the software addresses the challenges for not-for-profit accounting. Also featured is a high-level overview of GMS Accounting and Financial Management System functionality.

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5/2/2011 5:03:00 PM

Cloud-Based Financial Software: Contracting and Negotiating Strategies
Find out in Evaluating and Contracting for Cloud Financials.

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12/13/2011 2:00:00 PM

Will 2005 Validate Global Trade Management and Unify Financial and Physical Supply Chains?
The Internet opened the door for global trade. As the global trade management (GTM) space continues consolidating, market leadership belongs to companies that understand, to truly improve global trade, one must be able to manage both the physical and financial supply chains.

CRM FOR FINANCIAL PLANNERS: global trade management, international trade logistics, Internet, outsourcing, transportation, international markets, supply chain management, enterprise resource planning, GTM, ITL, SCM, ERP, interenterprise resource management, functional silos..
6/14/2005

Customer Process Management Drives Profitability in Financial Services
As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge.

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5/10/2007 3:26:00 PM

Managing Financial Performance: Closing the Gap Between Strategy and Execution
In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

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5/5/2011 11:05:00 AM