Uniportal

Uniportal

Uniportal Inc.
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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.

About

Uniportal is a cloud-based AI operations platform for managed service providers (MSPs). It connects an AI agent to an MSP's service desk and operational tools, including PSA, RMM, identity, documentation and cloud distribution systems. The agent interprets ticket context, follows reusable natural-language runbooks and proposes or performs supported troubleshooting and account-management steps; approval controls are configurable by tool and action. MSPs can tailor runbooks for individual customers, and technicians can review agent activity within ticket workflows. A client portal lets end users submit requests and create tickets. Uniportal is designed for MSP helpdesk teams handling recurring L1 and L2 tasks such as password resets and account changes. A task that takes a technician about 45 minutes can take under 2 minutes of review.

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

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

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Audience

MSP helpdesk teams and technicians.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Pricing

$299/month
The Starter plan is $299/month with annual billing; annual plans are billed upfront.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Strategy Overview
United States
www.strategyoverview.com

Company Information

Uniportal Inc.
Founded: 2025
Canada
uniportal.ai

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Categories

MSP Supported

Categories

MSP Supported

Integrations

Autotask PSA Supported
HaloPSA Supported
Hudu Supported
IT Glue Supported
Microsoft 365 Supported
NinjaOne Supported
Accelo Supported
Auvik Supported
ConnectWise Automate Supported
ConnectWise PSA Not Supported
Gravity Forms Supported
Kaseya BMS Supported
Level Not Supported
Liongard Supported
Pax8 Not Supported
Rewst Supported
Simplesat Supported
Wise-Pay Supported
Zendesk Chat Supported
tawk.to Supported

Integrations

Autotask PSA Supported
HaloPSA Supported
Hudu Supported
IT Glue Supported
Microsoft 365 Supported
NinjaOne Supported
Accelo Not Supported
Auvik Not Supported
ConnectWise Automate Not Supported
ConnectWise PSA Supported
Gravity Forms Not Supported
Kaseya BMS Not Supported
Level Supported
Liongard Not Supported
Pax8 Supported
Rewst Not Supported
Simplesat Not Supported
Wise-Pay Not Supported
Zendesk Chat Not Supported
tawk.to Not Supported
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