Speed to Market
Stand up your firm faster with unified workflows that replace manual data entry and tribal knowledge.
The Command Post
Herdware links every system and process into a unified view.
Our proprietary advisor operating technology provides the foundation RIAs need to
mitigate risk, improve margins, and securely own their independent operations.
Our proprietary advisor operating technology provides the foundation RIAs need to
mitigate risk, improve margins, and securely own their independent operations.
Operational Efficiency
Eliminate administrative friction by offloading non-revenue generating tasks to focus on deepening client relationships.
Value Creation
Build a more valuable, institutionalized firm with clean data and documented processes that are always M&A-ready.
Strategic Intelligence
Gain a total firm view with real-time risk scoring and financial visibility to improve your operating margins.
Risk managed. Audit-ready.
From automated ADV workflows to cybersecurity offerings, True West provides the documented, transparent trail required for modern regulatory scrutiny. Face every audit with confidence.
One Partner. One Foundation.
Reduce vendor sprawl. By uniting your crucial back-office functions into one proprietary technology, we help you mitigate risk and securely own your independent operations. Integrations coming soon!
Collective Power in Motion
Herdware links every operational system and process into one unified view—like a herd moving across the frontier in lockstep.
Risk Management
Always-on monitoring and policy tracking across compliance and IT governance with our MSP partner.
Integrations
Links your IT reporting, financial records and compliance, and more into one unified system of record. Coming Soon.
Scalable Growth
Accelerates advisor onboarding and acquisition integration with standardized workflows. Coming in 2027.
Collective Power in Motion
Herdware links every operational system and process into one unified view—like a herd moving across the frontier in lockstep.
Risk Management
Always-on monitoring and policy tracking across compliance and IT governance.
Integrations
Links Go West, Greenboard, QuickBooks, and more into one unified system of record.
Scalable Growth
Accelerates advisor onboarding and acquisition integration with standardized workflows.
THE ROAD AHEAD
We're constantly evolving Herdware with new features and capabilities. From advanced analytics and AI insights to mobile access, discover what's on the horizon.
View Product Roadmap
BUILT BY
True West
Herdware is powered by True West—your trusted partner for operational expertise. Start with the technology, add expert support whenever you need it.