True West Consulting Partners with Greenboard to Enhance Compliance Solutions

At True West Consulting, we understand that managing compliance can be complex and time-consuming. That’s why we’re excited to announce the launch of True West Tech, a comprehensive solution designed to consolidate all your compliance needs in one place. Through a strategic partnership with Greenboard, a leader in compliance technology, True West Tech makes it easier for Registered Investment Advisors (RIAs) to streamline their back-office operations.

Consolidation of Compliance Vendors

True West Tech is built with one main goal in mind: to be your one-stop shop for compliance. By consolidating compliance vendors, we reduce the number of platforms and processes you need to manage, allowing you to focus more on growing your business. With our integrated solution, we offer an array of critical compliance services, such as:

• Archiving and reviewing emails, social media, and text messages
• Maintaining a CCO compliance calendar
• Monitoring third-party vendors
• A marketing review and approval system

Comprehensive Cybersecurity Support

One of the standout features of True West Tech is its comprehensive cybersecurity program. This includes testing, policy creation, and documentation to ensure that your firm meets all regulatory requirements, while also safeguarding your business against potential threats. Our platform also includes a compliance library to help you access essential documents, policies, and reports whenever you need them.

Powered by Greenboard: Why This Partnership Matters

This solution is powered by our key partner, Greenboard. With their cutting-edge technology, we’re able to provide RIAs with simple, straightforward solutions. For example, onboarding through Greenboard is incredibly user-friendly—so much so that one client noted, “It was so easy to onboard, we thought we did something wrong.”

Greenboard’s artificial intelligence capabilities reduce the burden of manual work by automatically flagging fewer irrelevant emails and offering precise trade error reporting. This means your team can focus on critical tasks, not chasing down false positives.

Continuous Collaboration for RIA-Specific Improvements

What truly sets this partnership apart is the continuous collaboration between True West Consulting and Greenboard. This allows us to adapt and enhance the platform over time, ensuring it always meets the evolving needs of RIAs. From SEC-compliant reporting to automated processes, True West Tech brings efficiency, simplicity, and reliability to your back office operations.

Why Choose True West Tech?

By choosing True West Tech, you’re getting more than just technology—you’re getting the expertise of True West Consulting combined with the power of Greenboard. This integration makes it easier to manage compliance while reducing costs and operational headaches.

True West Tech offers:

• Simplified compliance management through vendor consolidation
• AI-powered solutions to enhance accuracy and efficiency
• Comprehensive cybersecurity support and documentation
• Ongoing improvements through a dedicated partnership with Greenboard

Our platform is tailored to address the specific needs of RIAs, providing the tools you need to maintain compliance and keep your firm running smoothly.