As asset managers seek new ways to stay ahead of the competition, one primary focus has been leveraging technology to help drive successful distribution strategies. By delivering efficiency and a...
Business Architecture in the Asset Management Sector Let's examine business architecture in the asset management sector. The asset management or investment management industry is critical to the financial services sector....
25 Automation Opportunities in the Asset Management Industry Automated data collection and analysis: Automation can help asset managers collect, store and analyze large amounts of data quickly and accurately. This...
Ten Ideas How Asset Managers Can Transform for the Digital Era. In today's dynamic financial landscape, the Asset Management industry stands at a critical juncture. The digital era, marked by...
Asset Management Challenges and Opportunities, and How Business Architecture Can Help. The Asset and Investment Management sphere, once largely characterized by traditional methods, finds itself at the crossroads of unprecedented...
Asset Management Sector Growth Enablers and Disablers The Asset Management Industry is critical in shaping financial strategies, optimizing investment returns, and managing risks for individuals and institutions alike. As the...
Asset Management Transformation – An Industry at a Crossroads The asset management industry plays a critical role in the global financial ecosystem. It involves the professional management of various securities...
Investment management is an increasingly competitive industry, and firms must focus on developing customer-centric products and services to stand out from the rest. From direct indexing to ESG-aligned portfolios to...
Technology as a Competitive Differentiator in Asset Management Challenges in the asset management industry The asset management industry stands at a critical crossroads, where it is compelled to confront a...
How Equity Research Works: The Nuts and Bolts, and Inner Workings. If you have ever wondered what equity research is and how it works, you have come to the right...
We keep the licensing options – clean and straightforward.
Individual License: : (Where Available). An individual license is for personal use.You will pay only once for using the deliverable forever. You will have access to any new updates within 12 months after purchase. You are not authorized to use an individual license in a corporate setting or consulting situations.
Enterprise License: An enterprise license is applicable if you are representing a company, irrespective of size, and intend to use the deliverables across the company. You pay only once for using the deliverable forever. You will have access to any new updates within 12 months after purchase. You may not use the deliverable in consulting.
Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work needs to pay the consultancy license fee. You pay only once for using the deliverable forever. You will have access to any new updates within 12 months of purchase.
We are sorry, but we cannot send or show sample deliverables. There are two reasons: A) The deliverables are our intellectual property, and we cannot share the samebefore payment. B) While you may be a genuine buyer, our experience in the past has not been great with too many browsers and not many buyers. We believe the depth of the information in the product description and the snippets we provide are sufficient to understand the scope and quality of our products.
When can I access my deliverables?
We process each transaction manually, and hence, processing a deliverable may take anywhere from a few minutes to up to a day. The reason is to ensure appropriate licensing and also validating the deliverables.
Where can I access my deliverables?
Your best bet is to log in to the portal and download the products from the included links. The links do not expire.
Are there any restrictions on Downloads?
Yes. You can only download the products three times. We believe that is sufficient for any genuine usage situation. Of course, once you download, you can save electronic copies to your computer or a cloud drive.
Can I share or sell the deliverables with anyone?
You can share the deliverables within a company for proper use. You cannot share the deliverables outside your company. Selling or giving away free is prohibited, as well. You may not list the products on any public website or forum.
Can we talk to you on the phone?
Not generally. Compared to our professional services fee, the price of our products is a fraction of what we charge for custom work. Hence, our business model does not have enough margins to offer pre-sales support.
Do you offer orientation or support to understand and use your deliverables?
Yes, for a separate fee. You can hire our consultants for remote help and in some cases, for onsite assistance. Please Contact Finantrix for consulting services.