Keep your firm secure, connected, and ready

Unified IT, finance, and HR management in one platform. Monitor your entire operation from a single dashboard.
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IT, finance, and HR. One dashboard.

Stop juggling separate systems. Herdware unifies your entire back office into a single operational platform.

IT & operations control

Device Management

Track laptops, mobile devices, and servers across your organization.

Policy Enforcement

Automated compliance checks and security policy distribution.

Alert Monitoring

Real-time notifications for security events and system issues.
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Finance & HR visibility

Connect your finance dashboards and people metrics in one view..

Financial Dashboards

Real-time revenue, expenses, and profitability metrics.

People Analytics

Team growth, capacity planning, and resource allocation.

Firm Growth Loop

Connect revenue trends with staffing needs for smarter planning.
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Our Integrations

Works seamlessly with the tools you already use.

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Services

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Built by True West - uniting compliance, technology, and operations for independent RIAs.
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