RISK MANAGEMENT
Stay audit-ready. Prove compliance. Protect client data.Automated workflows keep your firm compliant and secure, with real-time oversight across ADV filings, cybersecurity policies, and audit trails.
Three pillars. One platform.
Herdware unifies Risk Management, Infrastructure, and Firm Growth into a single operational command center.
Infrastructure
Run a secure, connected, and efficient back office.Connect your IT, finance, and HR systems into one unified platform. Monitor devices, track policies, and maintain control - all from a single dashboard.
From connected compliance
to complete operations.
Our roadmap reflects the evolution of RIA operations - starting with what you need today and building toward what your firm will need tomorrow.
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AVAILABLE
Risk Management
ADV automation, single source of truth for organizational data integrity, integrated operations and vendor-management hub -
Q1 2026
Infrastructure
Integrated IT Management, Finance dashboards, new Cybersecurity and Compliance capabilities like real-time Risk Management dashboards, alerting and notifications -
Q2 2026
Firm Growth
More back office integrations (Greenboard, Advisor Armor, Quickbooks, etc.) and additional workflow automation
Be part of the launch.
Join our beta cohort and get free access through ADV season. Help shape the future of RIA operations while getting early access to the platform.Beta members receive priority onboarding, direct input on feature development, and dedicated support from the True West team.