Scale faster with
connected operations

The next evolution of Herdware is currently in development to address the friction of firm growth. We're building the integrated infrastructure required to streamline client onboarding and connect marketing to operations—allowing your firm to scale without the drag of unnecessary headcount.
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60
DAYS
Arrow pointing from 60 to 15 days
15
DAYS

Streamlined client onboarding

We're engineering workflows designed to condense the traditional 60-day onboarding cycle into a 15-day automated process.
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The future of RIA operations

Our Firm Growth module is in development. Join the beta to help shape the features and get early access when it launches.

Digital Document Flow

Manage e-signatures, automated routing, and instant approvals to keep your paperwork moving.

Compliance Integration

Built-in checks ensure all regulatory requirements are met.

Progress Tracking

Maintain real-time visibility into onboarding status for every client.

Bridging the gap between lead generation and institutional onboarding

Lead to Client Pipeline

Automate the handoff from marketing to onboarding to ensure no prospect is lost in the transition.

Workflow Automation

Trigger compliance checks and document requests automatically based on your firm's specific growth protocols.

Performance Analytics

Track your conversion rates and identify operational bottlenecks to ensure your firm remains scalable.
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Shape the future
of firm growth

Join our beta program to provide input on features, get early access, and help build the infrastructure independent advisors need.
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