Everything a vCIO and TAM workflow needs, connected instead of scattered
Core includes both sides of client account management in one workspace, priced by customer capacity rather than by seat.
Turn assessments into a roadmap clients actually see
Recommendations, roadmaps, budgets and reviews live together, so the strategic conversation with a client is always backed by current data, not last year's slide deck.
- Prioritised recommendations generated from each assessment
- Roadmaps with budget lines the client can approve stage by stage
- Scheduled quarterly (or custom-cadence) business reviews
- A running record of what's been fixed, deferred, or declined
Roadmap example
Illustrative roadmap layout. Actual roadmap fields are configurable per client.
A consistent standard for every client, every time
Assessments, standards alignment and basic risk tracking keep the account work honest, so the roadmap is built on evidence and not on whoever did the last site visit.
- Structured technical assessments with a repeatable scoring model
- Standards alignment tracking (map current state against your chosen baseline)
- Basic risk register per client, feeding straight into the roadmap
- Comparable scoring across your whole client base
Standards alignment
Illustrative scoring view.
Built to sit inside your existing stack
Unlimited MSP colleagues and client contacts are included in Core, so you're not charged more for growing your own team or looping in more people at the client.
- Integrations to bring data in from your existing tools
- Client-facing portal so customers can see their own progress
- API access for teams who want to extend or automate
- Unlimited staff and client contacts on every paid tier
Included with Core
The six capabilities, up close
Each one has its own page, with real examples of what it produces.
vCIO Report (QBR)
The quarterly review, auto-generated from live data: risk, compliance, hardware spend and a costed, phased roadmap.
Read more →TAM Reports
The lighter monthly version: technical evidence and accept/decline recommendations that feed straight into the next QBR.
Read more →Risk Register
Every risk scored by likelihood and impact, plus per-device flags for warranty, OS, RAM, disk and CPU.
Read more →Customer Portal
A client-facing portal where you control, page by page, exactly what each customer can see.
Read more →Standard Library
Ten categories, 146 settings: the one baseline every client is measured against.
Read more →Compliance Alignment
Cyber Essentials, UK GDPR, NCSC 10 Steps, NIST CSF, ISO 27001 and SOC 2, scored from the same data.
Read more →See it against your own client list
Book a walkthrough and we'll show you the workflow end to end, from assessment through to review.
Book a demo