--- title: Herdware --- [![Herdware Logo](https://www.truewest-consulting.com/hubfs/Herdware%20Logo%20Header.png)](https://www.truewest-consulting.com/herdware) - [Home](https://www.truewest-consulting.com/herdware) - [The Vision](https://www.truewest-consulting.com/the-vision?hsLang=en) - [Risk Management](https://www.truewest-consulting.com/risk-management?hsLang=en) - [Infrastructure](https://www.truewest-consulting.com/infrastructure?hsLang=en) - [Firm Growth](https://www.truewest-consulting.com/firm-growth?hsLang=en) - [Pricing](https://www.truewest-consulting.com/pricing?hsLang=en) [Request Demo](https://www.truewest-consulting.com/demo?hsLang=en) # Operational horsepower for the modern RIA Herdware is the technology that transforms fragmented systems into a single source of truth. Link your compliance, legal, IT operations/data governance, and finance into one unified view. [Request a Demo](https://www.truewest-consulting.com/demo?hsLang=en) [View Pricing](https://www.truewest-consulting.com/pricing?hsLang=en) Trailblazing Technology ![](https://backend.transjt.ai/assets/686b838b9115a8d97180af37) Centralized Data ![](https://backend.transjt.ai/assets/686b838b9115a8d97180af37) One Dashboard ![Herdware technology stack illustration showing layered architecture](https://backend.transjt.ai/assets/37e56df113fde609865a064a) ## 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. ![Speed to market icon](https://backend.transjt.ai/assets/5c7f6d4d179c36abe423ad90) ## Speed to Market Stand up your firm faster with unified workflows that replace manual data entry and tribal knowledge. ![efficiency](https://www.truewest-consulting.com/hubfs/efficiency.png) ## Operational Efficiency Eliminate administrative friction by offloading non-revenue generating tasks to focus on deepening client relationships. ![icon element-1](https://www.truewest-consulting.com/hubfs/icon%20element-1.png) ## Value Creation Build a more valuable, institutionalized firm with clean data and documented processes that are always M&A-ready. ![decision icon](https://www.truewest-consulting.com/hubfs/decision.png) ## Strategic Intelligence Gain a total firm view with real-time risk scoring and financial visibility to improve your operating margins. [See How it Works](https://www.truewest-consulting.com/the-vision?hsLang=en) ## 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. [Learn More](https://www.truewest-consulting.com/risk-management?hsLang=en) ## 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! [Learn More](https://www.truewest-consulting.com/infrastructure?hsLang=en)   ## 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 Icon](https://backend.transjt.ai/assets/774a46998e4c391e18f7b201) ### Risk Management Always-on monitoring and policy tracking across compliance and IT governance with our MSP partner. ![Integrations Icon](https://www.truewest-consulting.com/hubfs/icon%20element.png) ### Integrations Links your IT reporting, financial records and compliance, and more into one unified system of record. Coming Soon. ![Scalable Growth Icon](https://www.truewest-consulting.com/hubfs/icon%20element-1.png) ### Scalable Growth Accelerates advisor onboarding and acquisition integration with standardized workflows. Coming in 2027. ![Herd of bulls representing strength in numbers](https://backend.transjt.ai/assets/a1314e0bfdf0fa5ab3841078) ## 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 Icon](https://backend.transjt.ai/assets/774a46998e4c391e18f7b201) ### Risk Management Always-on monitoring and policy tracking across compliance and IT governance. ![icon element](https://www.truewest-consulting.com/hubfs/icon%20element.png) ### Integrations Links Go West, Greenboard, QuickBooks, and more into one unified system of record. ![icon element-1](https://www.truewest-consulting.com/hubfs/icon%20element-1.png) ### Scalable Growth Accelerates advisor onboarding and acquisition integration with standardized workflows. ![Herdware Icon](https://backend.transjt.ai/assets/28899082c4ea59da21cf2b21) ## 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](https://www.truewest-consulting.com/the-vision?hsLang=en) ![True West Logo Badge](https://backend.transjt.ai/assets/c3b00c67e9adcc0efdd8e70f) 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. [Compliance Partner](https://www.truewest-consulting.com/services/ria-compliance?hsLang=en) [Legal Partner](https://www.truewest-consulting.com/services/legal?hsLang=en) [IT Partner](https://www.truewest-consulting.com/services/it-operations-and-governance?hsLang=en) [Finance Partner](https://www.truewest-consulting.com/services/finance?hsLang=en) [Request a Demo](https://www.truewest-consulting.com/demo?hsLang=en) [About True West](https://www.truewest-consulting.com/about?hsLang=en) ## Herdware [Home](https://www.truewest-consulting.com/herdware) [The Vision](https://www.truewest-consulting.com/the-vision?hsLang=en) [Risk Management](https://www.truewest-consulting.com/risk-management?hsLang=en) [Infrastructure](https://www.truewest-consulting.com/infrastructure?hsLang=en) [Firm Growth](https://www.truewest-consulting.com/firm-growth?hsLang=en) [Pricing](https://www.truewest-consulting.com/pricing?hsLang=en) ### Services [About](https://www.truewest-consulting.com/about?hsLang=en) [Technology](https://www.truewest-consulting.com/technology?hsLang=en) [Services](https://www.truewest-consulting.com/services?hsLang=en) [News & Insights](https://blog.truewest-consulting.com/news-insights?hsLang=en) [Contact](https://www.truewest-consulting.com/contact?hsLang=en) ### Company [About](https://www.truewest-consulting.com/about?hsLang=en) [Technology](https://www.truewest-consulting.com/technology?hsLang=en) [Services](https://www.truewest-consulting.com/services?hsLang=en) [News & Insights](https://blog.truewest-consulting.com/news-insights?hsLang=en) [Contact](https://www.truewest-consulting.com/contact?hsLang=en) ![HerdwareLogo\_White](https://www.truewest-consulting.com/hubfs/HerdwareLogo_White.png) Built by True West - uniting compliance, IT infrastructure, finance, and operations for independent RIAs. © 2025 True West Consulting. 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