Transparent pricing
Tangible value

Get started with the essentials or scale with the expertise of True West. We provide flexible options for firms of any size, all powered by the same secure operational infrastructure.
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Essentials

For firms streamlining compliance and IT

-Automated workflows, ADV filing tools, and integrated cybersecurity oversight  

-Free through ADV season → Pricing available upon request

Features:

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

For firms scaling with expert partnership

-Everything in Essentials + dedicated 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

Technology should be the backbone of a firm, not a source of friction. The True West Integrated Service Model combines high-touch consulting with Herdware, our proprietary advisor operating technology. By creating a single source of truth for compliance, legal, IT operations/data governance, and finance, disparate systems are transformed into a unified command center.
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Start your beta access today

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