Most firms don't know their full cybersecurity exposure until an exam or incident forces the question. We can show you exactly where you stand.
We work with SEC-registered RIAs and Microsoft-centric firms. Reach out directly — there's no sales funnel here.
WesTech uses a consultative discovery approach. Before we talk about solutions, we want to understand your situation — your current environment, your operational model, and where your biggest risk or workflow pain actually lives.
Share your current Microsoft 365 setup, compliance obligations, MSP relationship, and where your biggest operational or cybersecurity pain points are.
Based on your situation, we'll recommend a specific first step — whether that's an EvidenceEdge risk assessment, a custom workflow build, or paid discovery to scope something larger.
Within a defined timeframe, you'll have defensible evidence of your cybersecurity posture, a working application, or both — depending on what your firm needs most.
Reg S-P compliance deadline passed June 3, 2026. If your firm hasn't completed a formal review of your data protection controls, incident response procedures, and vendor arrangements — now is the time. EvidenceEdge directly supports Reg S-P readiness by connecting technical controls to evidence and producing a defensible audit package.
You need this if: You have an upcoming SEC exam, you've never done a formal cybersecurity risk assessment, your MSP manages your environment but can't produce audit-ready evidence, or Reg S-P compliance is on your radar.
Learn MoreYou need this if: You're managing critical processes in spreadsheets or email, you have a large SharePoint migration ahead, you want AI-powered tools that actually fit your workflow and stay inside your Microsoft environment.
Learn MoreSend us a message and we'll respond to set up a discovery conversation.
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