Nancy is a founding Member at True West. She brings over 20 years of experience in the financial industry with a concentrated focus in regulatory compliance consulting for registered investment advisory firms. She has a passion for working with clients in developing their compliance programs and assists firms with building a true culture of compliance. Nancy strives to keep a simple and straightforward approach to running an efficient compliance program.
The Digital Outpost
At True West, we know that navigating today’s wealth management landscape takes more than expertise — it requires the right tools. That’s why we built the Digital Outpost to function as both a seamless extension of our services and a flexible, standalone solution.
Coming Soon:
Built for RIAs ready to scale.
Your firm’s command center. One login. Total visibility.
The Outpost is True West’s centralized platform that becomes the single source of truth for your RIA firm. From client onboarding to compliance, IT infrastructure to cybersecurity, it links every system and process into a unified digital hub — streamlining operations, surfacing insights, and supporting your firm’s path to scale, or a smooth, successful exit.
What The Outpost Delivers
One Login, One Hub
- We map your current systems and identify operational, compliance, IT, and security gaps.
Smart Onboarding Workflows
- Track every step and milestone for both clients and team members with real-time status visibility.
Centralized Data and Docs
- Securely store firm-wide records, employee data, and client information in one structured, searchable location.
IT + Cybersecurity Built In
- Manage infrastructure, access controls, and cybersecurity protocols as part of your core operations.
Operational intelligence
- Monitor firm health, identify cost and time savings, and flag opportunities to strengthen workflows.
Ready for Growth and Exit
- Build a more valuable business with systems that support scale, succession, and due diligence.
How it Works
Step 1: Hitchin' Up
We map your current systems and identify operational, compliance, IT, and security gaps.
Step 2: Blazin' New Trails
We roll out tailored services to close gaps, tighten workflows, and build infrastructure that’s ready for growth.
Step 3: Settin' Up Camp with The Outpost
We implement The Outpost — your centralized command center for operations, cybersecurity, compliance, and client onboarding.
Step 4: Lookin' Out to The Road Ahead
With everything connected, your team runs more efficiently and makes smarter decisions using real-time firm health data, system benchmarks, and insights that support scale and enterprise value.
Saddle Up —
The Outpost’s on the Horizon
Saddle Up —
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The Outpost’s on the Horizon
Saddle Up —
The Outpost’s on the Horizon
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Smart tools for the modern frontier — vetted, integrated, and ready to ride
In an era where cybersecurity is one of the foremost risks for RIAs, the Digital Outpost delivers robust protection through strategic partnerships with Greenboard and Advisor Armor, offering advanced tools that manage threats, ensure compliance, and safeguard your firm’s integrity. Because in the modern financial frontier, your technology shouldn’t just keep up — it should ride ahead and clear the path.
Archiving and Review of E-mails, Social Media, & Texting
Marketing Review and Approval System
Monitoring of COE Attestations
Reporting of Personal Security Transactions
CCO Compliance Calendar
Cybersecurity Compliance Program, Testing, & Documentation
Cybersecurity Policy Creation
Third Party Vendor Monitoring
Compliance Library
Our Technology Partners
Greenboard's compliance solutions are designed to be straightforward and efficient, avoiding unnecessary complexity. With advanced artificial intelligence, Greenboard drastically reduces the volume of flagged emails for review and automatically generates trade error reports, enhancing operational efficiency. Moreover, their ongoing commitment to collaboration ensures continuous improvements tailored to the specific needs of RIAs, all while adhering to SEC-compliant reporting standards.
Advisor Armor provides a comprehensive cybersecurity and IT governance platform that simplifies risk management and regulatory compliance. Their solution combines proprietary software, expert guidance, and automation to deliver tools like phishing simulations, vendor due diligence, and endpoint protection through a centralized dashboard. Built on NIST frameworks, Advisor Armor equips firms to stay resilient, audit-ready, and prepared to respond to evolving digital threats.
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.
