Waypoint Tech Advisors | Zero-Trust Cybersecurity for Microsoft 365

WaypointX — AI-powered cybersecurity automation for your Microsoft 365 environment. Enterprise-grade protection deployed in hours.

Built directly on Microsoft 365’s security stack — no extra portals, agents, or tools. Trusted by regulated industries that require proof, not promises. Available standalone or fully integrated through your MSP

Cybersecurity without the project. Automation without the complexity Automated protection, monitoring, and compliance — with audit-ready reporting and up to 40% SOC 2 acceleration built in. Intelligent alerts and monthly executive summaries give leaders clear proof of protection from day one.

Why Businesses Choose WaypointX

Because WaypointX turns Microsoft 365 into an always-on, automated security engine — with measurable protection and audit-ready proof.

Earn trust with verifiable protection.

WaypointX enforces the safeguards that protect sensitive information and privileged communications — and produces evidence leaders can rely on.

Audit-ready—without the scramble.

WaypointX automates the controls these frameworks expect: HIPAA, GLBA/FTC Safeguards, ABA, and more — and delivers the evidence auditors and clients require.

Work without disruption.

WaypointX reduces account takeovers, risky sign-ins, and preventable lockouts — keeping teams productive and focused on real work.

A predictable, efficient Microsoft security stack.

WaypointX operates the protections available in your Microsoft 365 environment — with no extra tools, agents, or vendors to manage.

Private by design

WaypointX never reads, copies, or stores your documents, messages, or files. All security automation runs inside your Microsoft 365 environment — nothing leaves it.

Improvements in hours — and continuous enhancements over time.

WaypointX deploys your baseline protections immediately and strengthens them as Microsoft releases new capabilities.

What WaypointX Delivers Automatically

Unified protection across identity, devices, email, and data — automatically deployed and continuously enforced inside your Microsoft 365 environment.

WaypointX continuously verifies every sign-in, applies least-privilege access, and automatically enforces Zero-Trust controls across your Microsoft 365 environment. What you’ll gain • Reduced exposure — every account, device, and session is automatically scoped to the minimum access required. • Meet client and insurer expectations with verifiable modern access controls. • Cleaner audits — automated evidence of least-privilege, access reviews, and time-limited permissions. • Safer collaboration — guests and contractors receive scoped, time-boxed access that expires automatically. • Consistent offboarding — access is automatically removed across your Microsoft 365 environment. What it feels like for your team • Familiar sign-ins — with additional verification only when needed. • Sensitive apps or files may prompt for quick MFA when risk increases. • Contractors and guests see only what they need — and access ends automatically on the set date. • Managers receive simple, periodic “keep or remove” access reviews generated automatically. • Secure work from anywhere — no VPN required, fully enforced through Microsoft 365.

Keep sensitive data private with automated safeguards that protect information without slowing anyone down. WaypointX automatically prevents unauthorized sharing of sensitive information across Microsoft 365 — reducing accidental exposure and enforcing consistent data protection. What you’ll gain • Protect confidentiality — automated controls prevent accidental leaks that trigger breach notifications or reputational risk. • Demonstrate strong data governance — with verifiable control over who can view, share, or download sensitive information. • Prevent risky sharing — stop sensitive files, links, and attachments before they leave your Microsoft 365 environment. What it feels like for your team • Share as usual — with friendly prompts only when something looks sensitive. • Smart defaults — sensitive folders and files receive the right protections automatically. • Right access for the right people — external sharing is simple when approved and blocked when it shouldn’t happen.

Stop phishing, fraud, and ransomware automatically — before they disrupt operations or compromise accounts. WaypointX detects and blocks email and identity threats early — reducing invoice scams, wire fraud attempts, and account takeovers across your Microsoft 365 environment. What you’ll gain • Fewer incidents — malicious links, attachments, and impersonation attempts are stopped automatically. • Protection against financial fraud — reduced exposure to invoice scams, wire fraud, and business email compromise. • Insurance-ready posture — automated controls aligned with what carriers and clients expect. What it feels like for your team • Cleaner inboxes — obvious junk and impersonation attempts get filtered out. • Clear warnings — simple banners identify risky messages, and reporting phishing is one click. • Minimal friction — strong protection with almost no extra steps during normal use.

Be audit-ready every day — without deploying extra tools or buying more software. WaypointX automatically aligns your Microsoft 365 security controls with HIPAA, GLBA/FTC Safeguards, ABA guidance, and SOC 2 — generating the evidence, policies, and reports auditors and clients expect. What you’ll gain • Faster questionnaires — reuse automated control documentation to accelerate vendor reviews and renewals. • Lower audit stress — centralized, automated evidence and clear summaries replace manual prep. • Stronger client trust — demonstrate that compliance is continuously enforced and verifiable. What it feels like for your team • Clear expectations — teams see only the tasks that truly require human action, in simple language. • Automatic artifacts — policies, logs, and reports generated directly from real, continuously enforced controls. • No busywork — teams stay focused on client service while WaypointX keeps your controls aligned. Compliance built in, not bolted on.

Protect laptops and mobile devices automatically — wherever your team works. WaypointX enforces encryption, compliance, patch posture, and remote wipe automatically — keeping data protected on every device connected to your Microsoft 365 environment. What you’ll gain • Reduce breach impact — lost or stolen devices stay encrypted and can be wiped instantly. • Meet device security requirements — aligned with common expectations in BAAs, contracts, and client security assessments. • Consistent setup — every new device receives secure configurations automatically from the moment the user signs in. What it feels like for your team • Automatic setup — apps and updates appear after sign-in with no manual effort. • Secure access without a VPN — Microsoft 365 protections apply everywhere work happens. • Reliable anywhere — the same protected experience whether working remotely, on-site, or on the go.

Give employees the confidence to recognize and avoid everyday threats. Lightweight guidance and real-world simulations reinforce good habits, reduce mistakes, and demonstrate to clients that your team takes security seriously. What you’ll gain • Fewer risky clicks — real-world practice helps employees recognize and avoid threats. • Stronger security culture — teams understand what safe behavior looks like day to day. • Customer confidence — share simple completion summaries during reviews and renewals. What it feels like for your team • Bite-size learning — just minutes per month, not hours. • Relevant examples — real scenarios employees may encounter in daily work. • Positive approach — reinforcement and coaching, not punishment.

Make the most of the security protections available in your Microsoft 365 environment. WaypointX activates the security protections available in Microsoft 365, reducing redundant vendors and simplifying your security stack — less waste, more value, and operational confidence. What you’ll gain • Lower total spend by consolidating overlapping tools and subscriptions. • WaypointX activates the protections available in Microsoft 365 to replace many third-party add-ons and reduce licensing waste. What it feels like • Simpler budgets, fewer vendors to manage, and clearer value from the Microsoft 365 licensing available to your organization — all without adding complexity.

WaypointX continuously monitors your Microsoft 365 environment, detects configuration drift, sign-in anomalies, and policy violations — and enforces your baseline automatically. A concise 30-day executive summary consolidates event data, configuration insights, and compliance metrics — giving leadership clear proof of protection without managing dashboards or chasing alerts. What you’ll gain • Continuous visibility into the security health and compliance posture of your Microsoft 365 environment. • Fewer blind spots — with immediate awareness of configuration or policy drift before it becomes risky. • Clear, audit-ready evidence delivered on a predictable schedule — no manual reporting needed. What it feels like • Security feels predictable, not reactive. • You don't chase alerts or dig through logs — leadership receives a concise monthly summary that proves your environment is secure, stable, and improving.

What WaypointX Automatically Enforces

WaypointX applies a consistent, engineered security baseline across your entire Microsoft 365 environment. Every control works together through one automation engine — no modules, no tiers, no separate products.

*All configuration and authentication remain inside your Microsoft 365 environment. Protections apply to members of your WaypointX Onboarding group and are enforced from day one.

Get a 30 min-fit call

Identity & Access Protection Continuous verification of every sign-in, automatic least-privilege enforcement, and containment of risky access.

Email & Collaboration Defense Phishing, spoofing, malicious links, and unsafe attachments are identified and blocked before they reach users.

Device Protection Only healthy, compliant devices and protected applications can access work data — across Windows, macOS, iOS, and Android.

Data Security & Loss Prevention Sensitive information is automatically classified and protected to prevent unauthorized or accidental sharing.

Governance & Continuous Response Drift detection, privilege oversight, and policy enforcement run automatically — with clear evidence for audits and reviews.

How You Can Activate WaypointX

One platform. Two delivery options — same protection, same automation.

Direct Activation WaypointX is deployed and operated directly by Waypoint. MSP‒Integrated Activation WaypointX is delivered through an approved Managed Service Provider as part of your operational support.

Direct Activation

For small teams that need essential protections fast—fully managed by Waypoint.

$35/User/Month*

*Minimum 10 licenses & one time setup fee

Baseline protections and monthly customer-ready reports—enforced day one.

Stop account takeovers
Strong sign-in protection for every user; emergency access double-checked.
Safer email & clicks
Phishing and spoofing filtered; risky links and attachments neutralized.
Access that makes sense
Extra proof when risk is high; block known-bad sign-ins.
Only healthy devices touch work data
Basic device standards or protected work apps so data doesn’t leak.
Proof you can share
A one-page, customer-ready summary every month—plus deeper evidence when needed.
Start safe, stay in control
Click Onboard and choose who’s included with the WaypointX Onboarding group.

Get Waypoint X Foundation

MSP-Integrated Activation

For growing or compliance-bound businesses—co-delivered with your MSP for full audit-ready control.

$60/User/Month*

*Depends on user count, complexity, hybrid environment, target compliance framework (if any), sanctioned applications and other factors.

Every month, you get a one-page, customer-ready security summary—evidence you can share with auditors, insurers, or your board

All of the Foundation features plus:
Lock down admin power - eliminate standing privilege before it becomes a breach.
Temporary, as-needed admin access with regular reviews—less human error.
Smarter access at scale - expand securely as your workforce grows.
Fine-grained sign-in and session safeguards that grow with your business.
See trouble sooner, respond faster - early detection before risk becomes incident.
Unified signals across email and devices with guided response (scope agreed).
Protect sensitive information
Clear labels and guardrails so confidential data stays where it should.
Make exceptions explicit
Owners, time limits, and monthly review—nothing lingers in the dark.
Evidence for scrutiny
Executive summary every month, plus an audit-friendly appendix

Partner with an expert

Which WaypointX plan fits your business?

Foundation

Users: 10-50

Focus: Baseline protection

Delivered by: Waypoint

Framework Alignment: Basic Hygiene

Advanced

Users: 1-500

Focus: Continous Compliance

Delivered by: MSP + Waypoint

Framework Alignment: SOC 2 / ISO 27001 Controls

Our Engagement Process

We make it easy for small businesses to take control of their cybersecurity without the complexity. Here’s how we work together:

Schedule Your Intro Call

We start with a short intake to understand your business and goals

Discovery & Scope

We review your environment, identify quick-win protections, and outline the right WaypointX plan for you.

Confirm Scope & NDA

We align on scope and confidentiality

Assess Your Microsoft 365 Environment

We review your Microsoft 365 environment and identify gaps

Deliver Rollout & Training Plan

You receive a clear, actionable roadmap with rollout timeline and training materials

Launch & Review

We validate deployment results, deliver your first WaypointX monthly report, and align on next milestones

What you'll notice in your first 30 days

WaypointX is built to deliver visible improvements in the first month — here’s what most clients experience.

Clarity

A prioritized plan and agreed change windows.

Coverage

High-impact identity/email/device protections live.

Confidence

Risks, exceptions, and progress documented for clients, auditors, and insurers.

Frequently asked questions

Highlighting our strengths is important. Let's provide a clear view of what sets us apart from the competition.

We deliver robust cybersecurity by activating and optimizing the protections already built into Microsoft 365. That means no extra software, no hidden subscriptions, and no unnecessary complexity — just proven controls configured to meet your compliance and protection needs.

In most cases, no. We work within the Microsoft 365 ecosystem, leveraging tools like Microsoft Defender, Purview, Intune, and Azure AD. If your current license tier doesn’t include certain features, we’ll advise you on the most cost-effective upgrade path—only if necessary.

We use Microsoft Purview Compliance Manager and other built-in tools to align your environment with standards like HIPAA, GLBA, and ABA cybersecurity guidelines. Our process includes risk assessments, policy configuration, and documentation to support audit readiness.

Our standard assessment and implementation planning process typically takes 2–4 weeks, depending on the size and complexity of your environment. We provide a clear timeline and deliverables up front.

WaypointX pricing is straightforward and transparent. Most organizations start with the Foundation plan — delivered directly by Waypoint — or the Advanced plan, co-managed with an MSP. Pricing is per user, with a 10-user minimum, and includes both setup and monthly operation. After a short discovery call, you’ll receive a clear proposal showing total cost and timeline — no hidden fees or surprises.

Once the implementation plan is delivered, WaypointX moves into action. Waypoint activates the agreed-upon protections in your Microsoft 365 environment — identity controls, device safeguards, and data protection — and validates that everything is working as intended. From there, your environment enters operational monitoring: monthly reporting, posture reviews, and ongoing optimization. Foundation customers continue under Waypoint’s direct management; Advanced customers transition into co-management with their MSP partner — always with Waypoint oversight and audit-ready evidence.

Yes — your data stays protected at every stage. During the WaypointX assessment, Waypoint never accesses your business content or email. All configuration and visibility happen within your Microsoft 365 environment through a secure Microsoft app registration that uses just-enough access to validate settings. We don’t copy, store, or transmit customer data outside Microsoft’s ecosystem — ever. You remain in full control and can revoke permissions at any time.