Resources

Free Tools & Guides

Practical resources from our team — based on real experience, not vendor whitepapers.

For Investment Firms

For Investment Firms & Financial Professionals

Financial Services PDF · 8 pages

IT Audit Checklist for Investment Advisers

A comprehensive checklist covering all technology areas that SEC examiners typically review. Based on our team's experience through 5+ years of examinations.

Financial Services PDF · 7 pages

DDQ Technology Section Template

A professionally formatted DDQ technology section template for hedge funds responding to institutional investor due diligence requests.

Financial Services PDF · 5 pages

SEC Cybersecurity Quick Reference Card

One-page reference covering the key SEC cybersecurity examination areas, common findings, and preparation steps.

For Everyone

For All Businesses

Business IT & FS PDF · 6 pages

Cybersecurity Self-Assessment Guide

Walk through 20 questions that reveal your biggest cybersecurity vulnerabilities. No technical knowledge required — built for business owners.

Business IT PDF · 8 pages

Cloud Migration Readiness Checklist

Readiness gates for AWS, Azure, Google Cloud, Microsoft 365, Google Workspace, hybrid systems, and regulated or confidential data.

Defined Starting Scope

Start with the right assessment

Qualified new managed-service clients may receive up to a $500 onboarding credit when stated in the signed proposal.

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