Asset Management Business Architecture Toolkit is a ready-made, customizable set of deliverables that provides comprehensive guidance on the structure...
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The Asset Management Business Information Model is a comprehensive business data listing in a typical asset manager. The Asset Management Business Dat...
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The Asset Management Capability Model is a comprehensive and in-depth set of business capabilities that capture the essence of what an Asset Managemen...
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The Asset Management Value Streams comprise all the major value streams typical in an asset management firm. The Asset Management Value Streams are an...
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The Bank Value Streams comprise all the major value streams typical in a Bank. The Bank Value Streams are an essential and integral part of business a...
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The Blockchain in Financial Services can be a transformational technology and is fostering a revolution in the way financial services industry conduct...
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Business Architecture Current State Assessment Template and Guide is a do-it-yourself framework to assess the state of business architecture in your c...
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Business Architecture for Digital Transformation is a compilation of essential templates, artifacts, models, and customizable deliverables for creatin...
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Core Banking Software Features and Functions is a deliverable for business and technology executives at banks embarking on transforming legacy systems...
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The Core Banking Transformation Toolkit is a comprehensive and in-depth set of project deliverables, including sample/Pro-forma content, tools, and te...
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The Cybersecurity Capabilities Model is a customizable, comprehensive, and in-depth set of business capabilities that capture the essence of what the ...
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The Enterprise Architecture Current State Assessment Template is a do-it-yourself framework to evaluate the state of Enterprise architecture in your c...
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Finance and Accounting Functional Business Architecture is a compilation of essential artifacts and customizable deliverables for creating a business ...
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The Finance Transformation Project Deliverables are an expert-built and comprehensive set of project deliverables, including sample/Pro-forma content,...
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Financial Advisor Workstation Features and Functions is a deliverable which helps firms in reimagining and transforming their advisory systems. The ar...
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Financial Planning Features and Functions is a transformation deliverable which helps advisors and their firms select or build the right client planni...
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Finantrix Licensing Options:
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.
