The Alternative Investments Portfolio Accounting System Features List is a detailed functionality matrix for alternative investments portfolio account...
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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 Fee and Billing Software Platform Features List is a detailed, pre-built feature matrix for asset management fee and billing soft...
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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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Concept BriefingsU.S. $49–U.S. $129Price range: U.S. $49 through U.S. $129
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 ArchitectureU.S. $499–U.S. $1,499Price range: U.S. $499 through U.S. $1,499
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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The Core Banking Software Features List is a digital product that provides a pre-built, comprehensive feature list for core banking software, presente...
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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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This CRM for Financial Advisors – Software Features List is a detailed, pre-built feature list for CRM platforms designed for financial advisory and...
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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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UncategorizedU.S. $299–U.S. $599Price range: U.S. $299 through U.S. $599
The Digital Account Opening Platform Features for Financial Institutions is a detailed, pre-built feature matrix for digital account opening platforms...
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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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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.
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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.
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Your best bet is to log in to the portal and download the products from the included links. The links do not expire.
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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.
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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.
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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.
