For SEC-Registered Investment Advisers

Real evidence. Real peace of mind.

EvidenceEdge gives business leaders real visibility into cyber risk and compliance, bringing leadership, compliance, and IT together around one trusted view. Real evidence. Real accountability. Real peace of mind.

Explore EvidenceEdge Custom AI Solutions
Platform Coverage
Identity & Access
Email Security
Data Protection
Endpoint
Retention & Archiving
Monitoring
Cloud Apps
External Access
The Questions Every RIA Should Be Able to Answer

Where do you stand?

Most mid-market RIAs know they have cybersecurity and governance obligations. Few have clear, defensible answers when the hard questions come.

Am I Exposed?

Identify cybersecurity risks across your Microsoft 365 environment before your regulator — or an incident — does it for you.

Can I Grow Safely?

Scale your firm, advisory team, and client base with a controlled, auditable operating environment that keeps pace with your growth.

Can I Trust My IT/MSP?

Get independent visibility into your cybersecurity posture. Your MSP manages operations — WesTech produces audit-ready risk evidence above the MSP layer.

What We Do

Two services. One Microsoft-native platform.

Cyber Risk Management
EvidenceEdge Cyber

EvidenceEdge Cyber

Turn your Microsoft 365 environment into defensible cybersecurity evidence. Identify risks, evaluate 64 Microsoft controls, score with AI, and produce auditor-ready output — including an SEC Cyber Sweep Readiness report.

  • 58 cybersecurity risks assessed against SEC regulations
  • 64 Microsoft controls across 11 domains evaluated
  • AI-powered scoring with grounded evidence
  • NIST CSF 2.0 and NIST SP 800-53 mapped
  • Cyber Sweep Readiness — SEC exam evidence layer
  • Client data stays in your Azure tenant
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Custom App Dev & AI

Custom AI Applications

Microsoft-native workflow automation, custom AI agent applications, and operational tooling — designed and deployed inside your Azure tenant. Your data never enters WesTech infrastructure.

  • Document and SharePoint migrations at scale
  • AI agent applications on Azure OpenAI
  • Approval workflows and intake systems
  • Role-based operational dashboards
  • Exception trackers and compliance tooling
  • Single-tenant — your environment, your data
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The WesTech Difference

Not a checklist. Not another vendor layer.

WesTech was built by someone who ran an MSP delivering Microsoft-centric secure environments to RIA firms. We know the operating model — and we built the tools to match it.

Microsoft-Native by Design

Built on Azure, Entra ID, Microsoft Graph, and M365. We maximize the investment you've already made — we don't compete with it.

Your Data Stays in Your Tenant

Single-tenant architecture per engagement. Client data never enters WesTech infrastructure. Stronger compliance posture for regulated firms.

Evidence-First, Not Checklist-First

Every risk connects to live Microsoft configuration evidence, AI scoring, and a concrete remediation path. Not a static questionnaire.

MSP Auditability Gap — Closed

Your MSP runs operations. WesTech produces the board- and regulator-ready cyber risk evidence that sits above the MSP layer.

Our Service Framework

The 9Cs of Cyber Management

Every WesTech engagement is anchored to three core pillars — Compliance, Control, and Consulting — each extending into the practices that make it real.

Compliance
Conformance
Control
Custodian Change Management
Consulting
Competence
Where All Three Meet
Comprehensive Collaboration
Ready to get started?

Most RIAs don't know their exposure until an exam forces the question.

We can show you exactly where you stand — and give you a clear path to address it.

Get in Touch
info@wns-tech.com