The Vision

For a Unified View

Even the most talented advisors are held back by fragmented, siloed systems and the friction of independent growth. Herdware was built to eliminate that operational chaos, providing the single source of truth required for firms that refuse to be slowed down by their own back office.
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A True West Technology

Herdware is powered by True West Consulting. By linking compliance, legal, IT operations/data governance, and finance
into one unified view, we provide the infrastructure needed to transform your back office from a cost center
into a strategic asset. This technology encodes our decades of consulting expertise into a system of record that
protects your firm and drives enterprise value.
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Unified Support

Standardize your firm with high-touch expertise integrated directly into your technology. We provide the specialized infrastructure you need to thrive without the overhead of full-time headcounts.
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Future Readiness

Build a documented, repeatable firm that's prepared for institutional scale or future M&A activity. Herdware ensures your data is clean, your processes are codified, and your firm is always ready for what comes next.
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The Evolution of Connected Operations

Our roadmap reflects the evolution of RIA operations—starting with the essential foundation you need today and building toward the intelligent firm of tomorrow.
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    AVAILABLE

    Risk Management and
    Connected Operations

    Connected compliance automation, IT governance, and cybersecurity controls through Go West IT. A single source of truth for organizational data integrity and a unified operational hub.
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    Q4 2026

    Operational Intelligence

    Integrated IT management, financial dashboards, and real-time risk scoring. Enhanced alerting and notifications to provide a total firm view of operational health.
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    TBD

    Strategic Growth

    Expanded integrations with Greenboard, QuickBooks, and more. Advanced workflow automation designed to accelerate advisor onboarding and acquisition integration.
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Shape the Future of Your Back Office

Join our beta cohort to secure early access through ADV season and help shape the future of RIA operations. Beta members receive priority onboarding, direct input on feature development, and dedicated support from the True West team as we build the next generation of independent infrastructure.
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