Your dream QBR with assessments, executive summaries, dashboards, roadmap, budgets and anything you can imagine
Fully white labeled client portal to see strategy, roadmap, budgets, health scores, users list, assets, tickets and more
Clean asset lists with ability to grade, budget and enrich data with our warranty updating integration
A comprehensive suite of productivity tools designed to empower individuals and organizations to achieve more
Arya is the world's first vCIO Agent that works with your team to automate QBRs and give you MSP super intelligence
Plan client digital transformation, company vision, team objectives, and team member progress
Give your clients access to a beautiful fully white labeled client portal to see their strategy plan, assessment, health score, roadmap, budget, assets, managed user list, Office 365 licenses, billing and more
View all tickets by service board and allow your clients and engineers to reply
Give your clients access to see their full user list any time they want
Show your clients a full asset list with your grades and estimate replacement costs
Strategy Overview fully becomes your MSP client portal app
Change the portal name, all logos, primary color, domain name and logon wallpaper
Enable easy access with Office 365 or Google credentials
Integrate virtually any app and fully customize what modules users see
Secure, high-availability infrastructure in the U.S. and Ireland delivers low-latency, EU-compliant performance to power StrategyOverview’s vCIO and QBR automation worldwide.
Start a mature vCIO process in 5 minutes with our free golden template