vCIO Hero

vCIO Hero

Invarosoft
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+

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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

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.

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

IT consultants wanting a solution that turns compliance reviews into revenue-driving QBRs without juggling multiple tools

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Pricing

$199 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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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 Supported
In Person Supported

Company Information

Strategy Overview
United States
www.strategyoverview.com

Company Information

Invarosoft
Founded: 2017
United States
www.invarosoft.com/vciohero/

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Categories

MSP Supported

Categories

MSP Supported

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
HubSpot CRM Supported
ITBoost Supported
Invarosoft Not Supported
LiveChat Supported
Microsoft Intune Supported
NinjaOne Supported
ScalePad Lifecycle Insights Not Supported
SmileBack Supported
TimeZest Supported
Wise-Pay Supported

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
HubSpot CRM Not Supported
ITBoost Not Supported
Invarosoft Supported
LiveChat Not Supported
Microsoft Intune Not Supported
NinjaOne Not Supported
ScalePad Lifecycle Insights Supported
SmileBack Not Supported
TimeZest Not Supported
Wise-Pay Not Supported
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