We believe in tech-ENABLED services – technology should assist in running your operations, but is not a replacement of your knowledge and ENGAGEMENT in your program.

How True West Can Help

Vendor Selection and Needs Assessment

Assistance with vendor selection for your full operational tech stack. Assessment of firm goals for portfolio management, CRM, billing, compliance and operational reporting.

Review of Compliance Technology

Review and assessment of compliance technology cost, usage, needs and consolidation of vendors and billing.

Our Partners are Selected Based on These Factors:

Current Tech Partners

Partner With Us

True West partners with firms that can provide logic and value for our clients and specialize in the independent RIA space. Reach out here if you’d like to be considered as a future partner.