vCIO HeroInvarosoft
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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
vCIO Hero is a QBR-focused virtual CIO platform built for managed service providers (MSPs) that streamlines strategy reviews by combining intelligent ICT audit tools, traffic-light risk assessments, and “Good/Better/Best” structured recommendations via a visual solution builder. It includes features such as ICT overview, audit with commentary, multi-option recommendation modules, and a Kanban-style roadmap for strategic planning. It integrates with PSA and RMM tools to sync data and supports branded client portals for transparent quarterly business reviews. Unique in its focus on both compliance reporting and sales conversion, vCIO Hero helps MSPs simplify stack complexity, reduce costs, and drive faster buying decisions through proven sales psychology. Available individually or as part of Invarosoft’s Stack Saver bundles, it's designed to replace standalone tools like ScalePad Lifecycle Insights and vCIO ToolBox.
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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
IT consultants wanting a solution that turns compliance reviews into revenue-driving QBRs without juggling multiple tools
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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
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
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
$199 per month
Free Version
Not Supported
Free Trial
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
Supported
In Person
Supported
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Company InformationInvarosoft
Founded: 2017
United States
www.invarosoft.com/vciohero/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Autotask PSA
Supported
ConnectWise Automate
Supported
Kaseya BMS
Supported
Syncro
Supported
Atera
Supported
BrightGauge
Supported
Calendly
Supported
CrewHu
Supported
Drift
Supported
Gravity Forms
Supported
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Integrations
Autotask PSA
Supported
ConnectWise Automate
Supported
Kaseya BMS
Supported
Syncro
Supported
Atera
Not Supported
BrightGauge
Not Supported
Calendly
Not Supported
CrewHu
Not Supported
Drift
Not Supported
Gravity Forms
Not Supported
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