Features
MSPortal centralizes your vCIO workflows with modern UX, fast performance, and built-in AI.
One dashboard for goals, issues, compliance runs, and planner items.
Explore company overview →RBAC for staff and clients, plus impersonation for safe testing.
Explore security →Goals, Planner, and Budgets stay in sync across clients.
Explore planning & roadmapping →No-code report builder, reusable templates, share links, PDF export.
Explore reporting & analytics →Playbook-based checks, grouped controls, scheduled runs, history.
Explore compliance & auditing →AI-assisted ticket creation aligned to PSA settings and templates.
Explore ticketing (ai) →NPS and custom surveys with analytics like word maps and person views.
Explore surveys & nps →vCIO calendar with M365-aware tenant settings and templates.
Explore calendar & meetings →Device inventory alongside compliance, tickets, and reporting.
Explore devices →Microsoft 365 Secure Score and Halo/ConnectWise imports.
Explore integrations →PSA-informed AI accelerates ticket creation and insights.
Explore ai assistance →Company Overview
One dashboard. Zero guesswork. See goals, issues, compliance runs, and planned work in one clean view, so QBR prep takes minutes—not days.
- • Instant snapshot tiles with drill-downs
- • Cross-linked to Planner, Goals, and Reports
- • Fast server-rendered UI for snappy navigation
Planning & Roadmapping
Connect strategy to execution seamlessly. Goals drive your Planner items, which automatically sync with Budget forecasts—creating a unified roadmap from vision to delivery.
- • Goals → Planner → Budget integration in one flow
- • Kanban and timeline views with drag-and-drop prioritization
- • Auto-budget planning based on scheduled work estimates
- • Cross-client visibility for portfolio management
- • Ask AI: Query your planning history for insights and recommendations
- • Export-ready reports for QBR presentations
Reporting & Analytics
Build reports in minutes with our no-code builder. Drag and drop customizable blocks, leverage pre-built templates, and share instantly.
- • No-code report builder with customizable blocks
- • Drag and drop interface for easy report creation
- • Pre-built templates for common MSP reports
- • Shareable links for stakeholders
- • Fast export with clean print styles
Compliance & Auditing
Transform compliance from reactive to proactive. Pre-built playbooks standardize security posture across all clients with automated runs, grouped controls, and comprehensive audit trails.
- • CIS Benchmarks and industry-standard playbook templates
- • Automated daily, weekly, or quarterly compliance runs
- • Grouped controls with pass/fail tracking and remediation notes
- • Complete run history with client-specific overrides
- • Ask AI: Query compliance trends and get remediation suggestions from your dataset
- • Export-ready compliance reports for auditors
Ticketing (AI)
Turn client requests into perfect tickets instantly. AI understands your PSA settings, templates, and categories to draft professional tickets that match your workflow—every time.
- • AI drafts tickets using your PSA templates and priority rules
- • Automatic categorization based on client and issue type
- • Direct delivery to ConnectWise, Halo PSA, or other systems
- • Review and edit AI suggestions before submission
- • Learn from your corrections to improve future tickets
Surveys & Client Engagement
Transform client feedback into strategic advantage. Deploy NPS and custom surveys with intelligent send flows, then visualize insights through word maps and person-level analytics that drive meaningful business actions.
- • NPS tracking with trend analysis and benchmarking
- • Custom survey builder with conditional logic and branching
- • Automated send flows with smart timing and follow-ups
- • Visual word maps showing sentiment and themes
- • Person-level analytics for targeted relationship management
- • Direct integration: Survey insights → Goals → Roadmap → Budget
Calendar & Meetings
Orchestrate perfect vCIO engagement. Intelligent calendar management with deep M365 integration, tenant-aware scheduling, and automated meeting orchestration that keeps every client relationship on track.
- • vCIO calendar views: My Calendar, List View, and Recurring Meetings
- • M365-aware scheduling with real-time attendee availability
- • Tenant-level controls and per-client meeting preferences
- • Automated QBR, TAV, and compliance visit scheduling
- • Meeting templates with agenda automation and follow-up tasks
- • Calendar blocks that sync bidirectionally with M365
Devices
Centralize device intelligence within your vCIO hub. Device inventory that connects to compliance checks, tickets, and reporting - then links directly to planner items and budget forecasts for complete lifecycle management.
- • Unified device inventory within vCIO workflows
- • Link devices to planner items for refresh planning
- • Connect devices to budget forecasts and capital planning
- • Warranty tracking with automatic renewal reminders
- • Device compliance status integrated with security checks
- • RMM device syncs for real-time status updates (coming soon)
Integrations
Connect your tools and centralize insights. Microsoft 365 Secure Score surfaces inside vCIO workflows, while Halo and ConnectWise imports align users, companies, and tickets.
AI Assistance
Explore everything AI can do in MSPortal—from template creation to public notes and ticketing.
- • AI Template Creation
- • Generate Compliance Checks
- • Improve Existing Checks
- • Draft Public Notes for Compliance Checks
- • AI Ticket Creation (End‑Users)
Security
Role-Based Access Control (RBAC) for your staff and your clients, plus impersonation to validate experiences safely before rollout.
- • Separate RBAC models for internal teams and client users
- • Impersonation to test permissions and flows as‑seen by users
- • Consistent auditability and control
MSPortal Playbooks
Standardize and accelerate technical alignment with reusable playbooks. Ship best practices once and apply everywhere—faster.
- • CIS Benchmarks to ensure devices meet CIS standards
- • Map checks to frameworks for consistent reporting
- • Reuse across clients with tenant‑aware overrides
Industry-Leading IT Training
Offer premium IT training as an add-on for your clients—reduce risk, boost adoption, and level-up their teams.
Coming Soon- • Role-based content for end-users and admins
- • Bite-sized modules with quizzes and badges
- • Customizable Certificates
- • Reporting to prove progress