Transparent pricing.
Tangible value.

Get started with the essentials, or scale with True West's expertise - the choice is yours. Flexible options for firms of any size, all powered by the same secure back-office platform.
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Essentials

For firms streamlining compliance and IT.
Automated workflows, ADV filing tools, and integrated cybersecurity oversight - free through ADV season.
Free through ADV season → $100/mo afterward.

Features:

  • Compliance & ADV Automation
  • Onboarding Workflow Tools
  • Core Command Post Dashboard
  • Secure Document Management
  • Email & Chat Support
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Managed

For firms scaling with expert partnership.
Everything in Essentials plus dedicated True West support, deeper integrations, and operational consulting.
Custom pricing - tailored to your firm's size and needs.

Features:

  • All Essentials features
  • IT Infrastructure Monitoring
  • Cybersecurity Alerts & Response
  • Fractional CIO Support
  • Priority Support & Quarterly Reviews
Need more flexibility? Enterprise and custom integrations available on request.
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Built by experts who understand your back office

Herdware combines True West's 20 years of operational, compliance, and IT experience into one platform built for independent RIAs.

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.
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Start your beta access today - and shape the future of RIA operations

Be among the first to simplify compliance, cybersecurity, and operations through one integrated system.
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