Consulting Rates
Basic
One-on-One Consultation
Video, Voice, Email and Text with a subject matter expert for question and answer session(s).
Delivery in <5 days
$1,000
Standard
Online Content With Confluence or G-Sites
Basic plus a Google Site or Confluence pages with agreed upon content (eg- BizTT.com)
Delivery in <21 days
$5,000
Premium
Customized Group Discussion
Standard plus presentation(s) or seminar(s) of agreed upon content.
Delivery in <30 days
$10,000
Consulting Enhancements
Negotiable Rates
Competitive UX analysis
Industry standard User Experience designs.
User research and personas
Research users and create personas to articulate their needs.
User flows
Create user flows based on an analysis of the project.
Wireframes
Design and create wireframes for the project.
Prototype
Create a demo that illustrates the design and user flow. This can be used for UI/UX testing or as a reference for designers. This is different from coding the actual site/app.
UI design
Create a style template for the user interface and the graphics, based on the user experience design from the previous steps.
Source file
Source file included with the delivery for continuing edits to the Google Sites design.
Revisions
A reasonable number of tweaks will be provided with maintenance plans available.
Specialized Offering
3-month program starting at $25,000
Investment Management Technology Course Overview
This course is an introduction to the workflows and technology employed by investment management professionals. It covers essential topics such as portfolio management functional requirements, compliance system considerations, firm/desk/book routing instructions, and performance analysis reporting. The course is designed for individuals looking to gain a thorough understanding of the investment management process through the use of frameworks and practical applications. Each week includes readings and real world examples to enhance understanding and application of the concepts.