Decision Kit v2.0. Both playbook editions. Lifetime templates. Comprehensive assessment. Priority support.
Built for teams that want the entire PBW control system in one purchase.
Need only the lean implementation stack? Review the OMS Implementation Starter Bundle.
Instant access. Full refund within 5 days — no hoops.
FIX session specs, UAT test case libraries, data migration templates, project tracking frameworks — AIM and CRD variants, updated monthly.
25 chapters, 6 parts. Control-plane doctrine, data-centric integration, API-and-event-governed architecture, compliance-by-design, post-go-live sustainment.
Everything in Core, plus AUM-specific implementation guides ($500M–$10B), vendor scoring rubrics, risk synthesis by firm profile, and executive steering committee pack.
24-page vendor-neutral framework. 12 chapters, buyer personas, weighted scoring, evidence pack, steering committee pack, companion Excel with 4 worksheets.
30 questions across data quality, integration complexity, compliance posture, org alignment, and vendor fit. Scored readiness matrix, prioritized action roadmap.
1 business day response on any implementation question. Email directly — not a forum, not a ticket queue.
You need the templates your team will actually use, the playbook that describes the methodology you're following, and the decision kit to justify the platform you've selected. Not a generic "here's what an OMS does" — the practitioner version of all three.
You need the CRD rule-mapping playbooks and templates, the compliance-by-design framework, and the Decision Kit's compliance engine comparison. Everything mapped to your firm's specific regulatory exposure.
You need the steering committee pack to bring to your board, the integration templates for your IBOR and custodian connections, and the TCO model in the Excel workbook. Board-ready output without the consulting bill.
You need to understand the full picture before committing to a vendor. The assessment tells you where you'll fail before you start. The Decision Kit gives you the scoring model. The playbooks give you the methodology. The templates give you the execution artifacts.
"The templates saved us three weeks of configuration work. We'd have gotten halfway through UAT before discovering the FIX session specs were wrong. The control pack is the cost of one consultant day and it saved us three."
"The Decision Kit paid for itself before the vendor demo was finished. We walked in with a scoring rubric that the vendor couldn't argue with, and we had our board documentation before the second meeting."
"Philip's CRD compliance rule-mapping playbook is the most specific implementation guidance I've found anywhere. Nobody else writes about this at this level of detail. The control pack gives you everything."
Questions first? Email Philip directly ->
The Starter Bundle gets you readiness, core methodology, and 90 days of templates. The Control Pack adds the vendor-selection layer, Professional Playbook, lifetime template access, and direct support.