Resources

Brochure | December 2, 2020

TrakRI by Kaufman Rossin

TrakRI is a project management solution for financial services firms. This tool makes it easy for compliance teams to tr…

5 Elements of Reg BI and Form CRS Compliance Framework

Tip Sheet | November 20, 2020

5 Proactive Ways to Plan Your Business Recovery

Video | November 18, 2020

RPA Solution for Financial Services

Quick Questions | November 16, 2020

5 Questions to Ask Yourself About Your Supply Chain

Case Study | October 19, 2020

Real Estate Case Study: Financial Advisory Supports Capital Raise

Video | October 8, 2020

6 Ways to Reinvent Better Business Processes

Infographic | October 8, 2020

The Post-Pandemic Board in the New Normal

Webinar | September 10, 2020

Do You Trust Your Trust Accounting?

Case Study | September 9, 2020

Banking Case Study: RPA Compliance Solution Saves Time and Money

Quick Questions | August 28, 2020

3 Quick Questions for Startups on R&D Tax Credit

Tip Sheet | August 26, 2020

5 Ways for Banks to Detect Risks Introduced by Social Media Activity

Video | August 17, 2020

The Future Post-COVID: Tips for Businesses

Case Study | August 12, 2020

Private Equity Case Study: Cost Structure Optimization Boosts Savings, Cash Flow

Tip Sheet | August 10, 2020