WesTech Solutions is a Microsoft-native governance, risk, and compliance partner for SEC-registered investment advisers — founded by an operator who ran an MSP delivering secure Microsoft environments to RIA firms, not a software vendor guessing at the problem from the outside.
Before WesTech, our founder built and ran a Managed Service Provider delivering Microsoft-centric secure environments to RIA firms — Conditional Access, compliant devices, M365 E5, BYOD enforcement. That's where we learned what actually breaks under exam pressure.
Reporting burden, audit exposure, compliance anxiety, staff constraints — we've watched firms scramble to prove controls that were never documented in the first place.
Salesforce, Orion, Jump AI, Exchange — we know how the tools an RIA actually runs on behave in practice, not just on paper.
WesTech exists because MSPs manage operations but were never scoped to produce independent, auditor-ready risk evidence. Someone needed to close that gap.
For RIAs that run on Microsoft but struggle with fragmented controls, manual workflows, and limited operating visibility, WesTech turns the Microsoft environment already in place into a managed risk, compliance, and operational command layer — without forcing the firm onto an entirely new platform.
Embedded early, bringing solutions to the table before firms know they need them.
Anchoring every technology decision to regulatory reality, not just convenience.
Replacing manual, error-prone work with automated, auditable processes over time.
Every product, architecture, and delivery decision at WesTech runs through the same priority stack — in this order.
The platform deploys inside each client's own Azure tenant. WesTech does not hold client data — every engagement runs on a single-tenant, isolated database with its own append-only audit log, so the compliance posture is stronger for regulated firms from day one. Every engagement is anchored to three core pillars — Compliance, Control, and Consulting — each extending into the practices that make it real.
We'd rather show you how WesTech thinks about your environment than send a deck.
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