Outsourcing Compliance: A Smart Move for First-Time RIAs

For many Registered Investment Advisers (RIAs), the decision to outsource compliance for the first time is a significant one. Concerns about losing control, data security, and service disruptions are common. At True West Consulting, we understand these concerns and are committed to ensuring your first experience with outsourcing is smooth, secure, and highly beneficial. Our approach is designed to integrate seamlessly with your existing operations, providing you with the expertise and support you need without sacrificing control.

What Makes true West Different?

True West’s Operational Support stands out in the market for its unique combination of technology integration and cost-effective solutions. Unlike traditional full-service CCO offerings, our service provides essential compliance management at a lower price point, making it an attractive option for RIAs looking for robust compliance support tailored to their needs.

Addressing Common Concerns with Comprehensive Solutions

Entrusting your compliance needs to an external provider can be daunting. True West alleviates these concerns by offering a comprehensive onboarding process that minimizes disruptions and ensures a seamless transition to our services. We conduct a detailed analysis of your firm’s compliance needs, develop a customized program, and maintain close communication throughout the process.

Integrated Support for a Complete Solution

Our outsourced offering is more than just compliance management. It includes advanced technology, cybersecurity, and operational efficiency, all designed to reduce vendor complexity and enhance your firm’s overall performance. This integrated approach ensures that your firm is protected from all angles while maintaining operational efficiency.

Achieve Greater Efficiency with True West

By choosing True West Consulting for your first-time outsourcing needs, you can achieve greater efficiency in your compliance operations and gain peace of mind knowing that your firm is well-protected by a unique, technology-driven solution. Trust True West to support your growth and success with a comprehensive compliance program tailored to your firm’s needs.