UniportalUniportal Inc.
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Related Products
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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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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.
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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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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
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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Audience
MSP helpdesk teams and technicians.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not 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 VideosNo images available
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Company InformationUniportal Inc.
Founded: 2025
Canada
uniportal.ai
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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