Microsoft-native workflow automation, AI agent applications, and operational tooling — designed for your firm and deployed inside your Azure tenant. Your data never enters WesTech infrastructure.
Every application WesTech builds is deployed inside your own Azure tenant. We do not host client data in shared WesTech infrastructure. The architecture is single-tenant by design — giving compliance officers, legal, and IT teams the data custody assurance they need.
For regulated firms — RIAs, financial advisory organizations, and firms under SEC/FINRA oversight — this matters. Your client data, advisor communications, and operational workflows belong in your environment, governed by your policies and your identity controls.
Each client gets an isolated deployment inside their own Azure tenant. No shared data layer, no multi-tenant SaaS risk.
Built on Azure App Service, Azure Functions, Azure OpenAI, Entra ID, and Microsoft Graph — not a third-party platform layered on top of Microsoft.
Managed Identity for service-to-service auth. Azure Key Vault for all secrets. No hardcoded credentials. Private Endpoints where feasible. Least-privilege roles throughout.
We design for long-term supportability — your IT team, your MSP, or WesTech can manage and extend the application after launch.
Every engagement begins with discovery. We scope precisely to the problem — no bloat, no premature abstraction, no features you won't use.
Move complex file libraries — including 80,000+ file environments — to SharePoint with proper governance, path-length handling, role groups, and cutover/validation reporting.
Intelligent agents built on Azure OpenAI — deployed in your tenant. Meeting prep, document analysis, advisor intelligence, compliance summarization, and more.
Replace manual, email-driven approval processes with auditable Microsoft 365 workflows — Power Automate, Azure Functions, or custom Django applications.
Structured intake forms, multi-stage approval flows, exception tracking, and management escalation — connected to your M365 identity and notification infrastructure.
Custom dashboards connecting Exchange/Outlook, Salesforce, Orion, SharePoint, and internal systems — tailored views for advisors, operations, CCO, and firm leadership.
Bespoke applications that replace spreadsheets — exception trackers, remediation managers, compliance checklists, and internal task systems that actually fit your workflow.
We scope precisely to the problem. Every engagement starts with discovery so we understand the workflow, the environment, and the outcome — before writing a single line of code.
Every application we build follows the same security-first architecture used in the EvidenceEdge platform. Compliance is not an afterthought — it is a design constraint from the first whiteboard session.
Service-to-service authentication uses Azure Managed Identity. No credentials in code, config, or source control.
API keys, connection strings, and credentials stored in Key Vault — never hardcoded, never in environment files committed to source control.
Every service account, app registration, and role assignment is scoped to the minimum permissions required — no Owner where Contributor works, no Contributor where a narrower role works.
Application actions, user interactions, and data changes are logged with traceability — supporting compliance review, incident investigation, and examiner production.
Our custom application work is best suited for firms that have outgrown spreadsheets and email-driven workflows — but want to stay inside the Microsoft ecosystem rather than buying another SaaS platform.
SEC/FINRA-regulated firms that run on Microsoft 365 and need auditable, compliant operational tools that fit their workflows.
Organizations scaling their advisory team, client base, or locations — where manual processes are becoming bottlenecks and liability.
COO, CCO, and IT teams that want technology solutions without adding unsupported shadow IT or unmanaged third-party platforms.
Tell us what you're trying to accomplish. We'll tell you whether it can be built, what it should cost, and how long it takes — before you commit to anything.
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