Finance White Papers

If you are looking to get a better image of the Finance industry, we‘ve got you covered.
Find out more about finance and gather useful information about it with the finance white papers.

Total Economic Impact of Appian (TEI Report by Forrester)

Survey Report: The Economist: IT’s changing mandate in an age of disruption

What You Need to Know About the RIA Channel

Three Ways Technology Helped One Firm Take on Unexpected Challenges

The RIA Model has Momentum for a Reason

The Pivotal Decision: Choosing Your Custodian

The Independence Model. Made For Moments Like These.

RIAs are Reinventing the Industry. It’s Your Turn.

Five Business Models for the Modern RIA