X
Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
Get free sample report

Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 investment advisors


ScotiaMcLeod
Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank

investment advisors  www.scotiabank.com ) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North

Read More


Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Product Development and Portfolio Management RFI/RFP Template

Corporate Objectives Definition, Portfolio Definition, Product Investment, Product Investment Scoring, Portfolio Balancing, Product Investment Monitoring, Application Technology 

Start Now

Documents related to » investment advisors

Concur Scores A Bingo


Concur took a quantum leap in providing E-procurement services to small and mid-sized businesses by partnering with Nortel Networks and SAFECO. The resulting Concur Business Advantage will provide leveraged buying services to customers.

investment advisors   Read More

The TM Group


Who is The TM Group? Since 1984 , The TM Group has been providing cutting-edge business solutions to small and medium sized businesses in the Great Lakes area. The TM Group is uniquely qualified to provide your company software and services in the areas of Accounting and Finance, Customer Relationship Management, E-Commerce, Human Resources, Manufacturing, Project Accounting and Supply Chain Management. The TM Group provides integrated e-business solutions to help you maximize efficiency within your company. Our software and services make it easier for you to do business with your customers, vendors, employees and partners. The TM Group Team Our team is the most critical factor in the successful implementation of your business software. Our elite staff comes from a variety of business and accounting backgrounds to bring your company the professionalism and expertise it deserves. Our implementation team quickly becomes a member of your team and will work side by side with your staff to guarantee an implementation that exceeds your expectations.The TM Group is comprised of technology and financial management professionals including software/hardware engineers, consultants, trainers, telephone support specialists and programmers, who are fully certified in their respective areas.The Microsoft Business Solutions Relationship The TM Group has been a partner of Microsoft Business Solutions since 1985 and was among the first five partners in the world to complete certification for their product lines. All Microsoft Business Solutions products are delivered by a worldwide network of partner organizations that share a commitment to lasting customer relationships. The TM Group is part of an elite group of partners whose sales achievement and commitment to customer service ranks it at the top echelon of Microsoft Business Solutions partners. Development & System Services If your software requires tailoring to specific requirements, The TM Group offers a development staff with expertise in several of the most frequently used tools, including Microsoft Visual Basic, Seagate Crystal Report Writer and Microsoft Access. We will also partner with you to determine hardware requirements and can provide an entire turnkey networked solution. We are Hewlett- Packard, Compaq and Intel certified. If your implementation requires remote communications, we can provide Citrix Presentation Manager products as well as Remote Technical Support via Citrix On-Line (Go-To-Assist) --the industry standard for remote communication services. A Lasting Relationship The TM Group is committed to our clients. In today's rapidly changing electronic environment, automation of your financial management system is not enough. The TM Group strives to form true partnerships with our clients to help them achieve long-range goals. We provide personalized service--from planning and implementation to ongoing support and education--to ensure our clients receive the business solution that fits their needs, while ensuring a rapid return on investment. A client’s relationship with The TM Group is a lasting one. We work with clients as business partners and advisors. Our professional course of discovery and analysis helps us fully understand our client’s business requirements. Our post implementation services include support and continued advice to help our clients achieve their long range goals. The TM Group's success is built upon a combination of structured and consistent methodology, client partnerships, highly trained professionals, and total commitment to our strategic partners and our clients’ growth. We are totally committed to their success, and we are prepared and qualified to provide the consulting, implementation and support services necessary to assure the successful implementation of each and every business information solution we provide.

investment advisors   Read More

Customer Focused Self-service: Building the Balanced Business Case


Countless customers are engaging in self-service, in the process helping companies save millions by deflecting service interactions to cheaper channels. At many organizations, just the cost savings make the investment in self-service worthwhile. But the self-service business case isn’t built on cost savings alone. There’s a bigger, more customer-focused picture to consider, where the customer experience plays the key role.

investment advisors   Read More

IBM Acquires Cognea as Watson’s Mouthpiece


IBM has acquired Cognea, an Australian startup that develops virtual assistant software that interacts with users via artificial intelligence (AI)–based personalities. IBM plans to integrate Cognea's technology with its Watson cognitive computing platform, with the idea of allowing Watson to deliver "conversational services."

investment advisors   Read More

The Return on Investment of IP Telephony Management


Managing a newly deployed voice over Internet protocol (VoIP) integration project is not as easy as some IT managers believe it to be. Delivering voice traffic over the IP network is time-consuming, and requires the right tools and a proper budget. To fully understand the costs associated with IP telephony implementation, businesses must first conduct a thorough evaluation of their management options—prior to deployment.

investment advisors   Read More

Extending SharePoint with Enterprise Business Process Management


Enterprises of today are faced with a key question: How do you justify the investment in an enterprise BPM suite when an investment in Microsoft SharePoint has already been made? This document examines how SharePoint can be extended with an enterprise BPM suite and determines how both these technologies can co-exist. It also looks at how Skelta’s SharePoint Accelerator extends BPM and workflow features to the Microsoft SharePoint platform, allowing broader adoption of native SharePoint capabilities.

investment advisors   Read More

Is ROI King In Evaluating IT Investments? Part 1. Should We Make the Investment?


IT managers should recognize that cash flow measurements are being increasingly used to evaluate IT investments, even though initial estimates of cash flows from IT projects are often hard to determine because underlying business assumptions can change. IT veterans all know that reconciling IT investments to the bottom line has been problematic.

investment advisors   Read More

All Inclusive ERP: Full Support Without Increased Investment


While ERP systems are intended to support a business from end to end, many manufacturers choose to support their operations with extensions to ERP. But for some organizations, an ERP system is fully capable of supporting all their operations, even if they don’t know it. Read up on the benefits that SMB manufacturers have seen from ERP when they rely more heavily on the functionality contained within their ERP system, rather than extensions.

investment advisors   Read More

INDUSTRIOS Software


INDUSTRIOS Software, Inc. uses technology and business process improvements to help small and medium sized manufacturing firms optimize their investment in inventory, improve customer satisfaction, increase RONA, and improve profitability. INDUSTRIOS Software develops and markets the INDUSTRIOS ERP Manufacturing Suite , a robust, proven, fully featured enterprise resource planning software suite with successful implementations in multiple manufacturing environments, including make-to-stock, make-to-order, assemble-to-order, configure-to-order, mixed mode and make-to-project. INDUSTRIOS Software also develops and markets the INDUSTRIOS ERP Distribution Suite , a fully featured distribution set of modules designed to pave a path to increased profitability.

investment advisors   Read More

Return on Investment for Automatic Time and Labor Management


Card auditing and calculating takes a great deal of time, particularly for companies using full-time time-keepers to calculate and audit time cards. If the time cards are handwritten, it takes even more time to review, calculate, edit, and (typically) re-enter the data into a payroll system. However, automation reduces audit time by pre-processing punches against rules defined within the system.

investment advisors   Read More