Speed to market
Launch and scale faster with unified compliance workflows.
Get bigger, faster, with fewer resources.
Built to simplify operations, reduce overhead, and strengthen your firm's foundation.
EFFICIENCY
Eliminate duplicate systems and manual data entry.
Value Creation
Strengthen valuations through integrated operations.
Smart Decision Making
Gain clarity and insight from connected firm data.
Strength in Numbers. Power in Precision.
Our platform brings security, compliance, and operations into lockstep, driving your firm forward with confidence. Like a well-led herd, every part of your system knows where it's going and gets there faster, safer, and stronger.
Risk Management
Automated compliance and security monitoring in one place.
Infrastructure
Reliable, scalable foundation for modern RIA operations.
Firm Growth
Scale operations and expand capacity with integrated workflows.
THE ROAD AHEAD
We're constantly evolving Herdware with new features and capabilities. From advanced analytics to mobile access, discover what's on the horizon.
View Product Roadmap
BUILT BY
True West
Herdware is powered by True West, the trusted partner for compliance, legal, and IT expertise. Start with the technology, add expert support whenever you need it.