Three decades building systems
inside the industry.
The career that shaped how I build software is the same career that made AttestTrack necessary.
The Background
30 years inside financial systems
U.S. Marine CorpsPersonnel systems
Department of DefenseDisbursing and accounting systems architect
State of OregonState government budget planning and tracking
West Coast BankRegional banking operations, Oregon and Washington
Parametric Portfolio AssociatesQA manager — $600B+ in client assets
Badger Mountain DigitalFounder — financial services software
Before starting Badger Mountain Digital, I spent close to thirty years working in financial institutions.
In the Marine Corps, I developed personnel systems and architected a new DOD-wide disbursing and accounting system. At the State of Oregon, I built budget planning tools for state agencies. At West Coast Bank, I supported the infrastructure that kept banking operations running across Oregon and Washington. And as QA manager at Parametric Portfolio Associates, I was responsible for the platforms handling over $600 billion in client assets.
Dustin Cole
Founder, Badger Mountain Digital
Walla Walla, WA
Why AttestTrack
The tool I would have wanted
After three decades building software inside financial systems, I kept coming back to the same problem: RIA compliance is managed terribly. Code of Ethics attestations tracked in spreadsheets. Personal trading disclosures collected over email. Audit documentation assembled under pressure when an examiner shows up.
I watched this from inside institutional investment management. Small and mid-size RIAs were managing 204A-1 with tools that weren't built for it — because nothing purpose-built existed for them at a reasonable price.
AttestTrack is the answer. It handles attestations, trading reports, automated reminders, audit trails, and exam export — and it was built by someone who's been on the inside of this problem for thirty years.
What Drives the Work
Principles, not buzzwords
Measure everything
You see actual numbers, not vague claims. Before-and-after metrics, audit trail completeness, real data. The work is defensible because the evidence is documented.
Test ruthlessly
Nothing ships untested. Functionality, edge cases, compliance workflows — all verified before deployment. Every single time.
Tell the truth
Sometimes a problem needs a rebuild. Sometimes a configuration change. You get a straight answer either way — not a recommendation shaped by what generates the most revenue.
Plan for failure
Regulatory exams happen. Auditors ask for records. I think about what can go wrong and build defensible documentation into the system before you need it.
Why It Matters
Software built from inside the problem
I've sat in the compliance meetings. I've managed QA on regulated platforms. I know what happens when the audit trail is a folder of emails.
That experience shapes every decision in AttestTrack — what goes in first, how the exam export works, how the reminders are structured. It's not software built to a feature list. It was built around the actual problem.
Let's talk about your firm.
Interested in AttestTrack, or have a custom software project in financial services? I'd like to hear from you.
Schedule Your Consultation