Related Products
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About
Helios is an AI-native RMM and PSA platform for managed service providers. Monitoring, patching, security, remote access, Microsoft 365 and a full service desk run in one hosted platform.
The difference is Helio, the AI that does the work rather than reporting it. It investigates an alert on the machine, finds the cause, writes a reversible fix and waits for your approval. When the alert clears it closes the ticket and records what changed.
Every plan includes everything: Windows and third-party patching, Microsoft Defender status, Microsoft 365 health, browser-based remote access, branded client portals, generated QBRs, asset lifecycle and backup monitoring. One code-signed agent covers Windows, Windows Server, macOS and Linux.
Pricing is per plan, not per technician. Launch £4 per device (5 to 25, £20 minimum), Starter £99 for 50 devices, Growth £199 for 250, Scale £399 unlimited. White-label portal on Growth and Scale. 14-day trial, no card.
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About
Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Managed service providers (MSPs), IT service companies, and internal IT teams managing Windows, macOS and Linux estates.
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Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£99/month
Pricing is flat per plan, not per technician: Starter £99/mo, Growth £199/mo, Scale £399/mo. Every feature on every plan. 14-day free trial, no credit card. The agent runs on Windows, Windows Server, macOS and Linux.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationHelios
Founded: 2024
United Kingdom
heliosmsp.io
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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MSP Features
Backup Management
Supported
Billing & Invoicing
Not Supported
CRM
Not Supported
Dashboard
Supported
Help Desk
Supported
Issue Management
Supported
Live Chat
Not Supported
Patch Management
Supported
Privileged Access Management (PAM)
Not Supported
Project Management
Not Supported
Remote Access
Supported
Remote Systems Monitoring
Supported
Scheduling
Supported
Professional Services Automation Features
Billing & Invoicing
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
CRM
Not Supported
Document Management
Not Supported
Portfolio Management
Not Supported
Project Management
Not Supported
Proposal Generation
Not Supported
Quote Management
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Not Supported
RMM Features
Deployment Management
Not Supported
For MSPs
Supported
IT Asset Management
Supported
Mobile Access
Supported
Network Monitoring
Supported
Patch Management
Supported
Real-time Alerts
Supported
Remediation Management
Supported
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Integrations
Microsoft 365
Supported
Accelo
Not Supported
Anthropic
Supported
Atera
Not Supported
HaloPSA
Not Supported
Hudu
Not Supported
Jotform
Not Supported
Microsoft Defender for Business
Supported
Microsoft Intune
Not Supported
Microsoft Power BI
Not Supported
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Integrations
Microsoft 365
Supported
Accelo
Supported
Anthropic
Not Supported
Atera
Supported
HaloPSA
Supported
Hudu
Supported
Jotform
Supported
Microsoft Defender for Business
Not Supported
Microsoft Intune
Supported
Microsoft Power BI
Supported
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