A roadmap clients can see
Planner shows the initiatives you share by month, quarter or year, with costs, hours and the goals they serve.
Give clients a roadmap they can see between QBRs
Roadmaps, budgets, compliance and QBRs in the client's portal
MSP team view
Clients see their roadmap, budget, compliance status and reports in the same portal they use for tickets. Before each review, AI drafts the QBR from that data and your vCIO checks it before the client sees anything.
Used by MSPs including
What changes for your clients
The problem
Clients never see the roadmap because it lives in a tool they can't open
In MSPortal
Planner, budgets, goals, compliance and reports sit in the portal clients already use for tickets
The outcome: Clients check their plan and budget between meetings instead of waiting for the next one
The problem
Clients sit through quarterly reviews built on stale slides
In MSPortal
AI writes the QBR from current ticket, device, compliance, security and budget data, with sources cited, for your vCIO to review
The outcome: Clients see this quarter's numbers, checked by a person before the meeting
The problem
Clients leave a review unsure what was agreed and who owns the next step
In MSPortal
The meeting runs from an agenda of tickets, Planner items, budgets and reports. Afterward, wrap-up turns the transcript into notes, action items and a summary email.
The outcome: Clients get a written record of decisions and next steps after each review
“MSPortal is hands down the best vCIO and Customer Experience platform we've ever used. Kevin and his team made the onboarding process simple, and within 30 days we had a fully functioning TBR program after spending years trying to get one off the ground. The platform is packed with value, easy to implement, and extremely affordable. I genuinely wish MSPortal had been around years ago.”
What's included
MSP team view
Budgets with actuals
Build the budget from the roadmap, lock it on approval, and compare it with invoices from ConnectWise Manage, Autotask or HaloPSA.
MSP team view
Compliance and risk
Clients see recorded results for CIS Benchmarks, NIS2 or your own checks. Failed checks become risks with an owner and a treatment plan.
QBR reports
Reports pull tickets, devices, compliance, Microsoft 365 and budgets into a branded QBR, and AI can write the narrative with its sources cited.
MSP team view
Meetings and presentation mode
Build the agenda from tickets, Planner items, budgets and reports, then present it as slides. Clients book their review cadence from a link you send.
AI vCIO assistant
vCIO Chat reviews a client's tickets, compliance, devices, budgets and goals, then proposes a briefing, roadmap or QBR. You confirm before anything is created.
At a glance
- Roadmap, budget, compliance and reports in the portal clients already use
- Budgets built from the roadmap and tracked against invoices
- AI drafts QBRs and roadmaps from client data, and your vCIO reviews them
- Reviews end with notes, action items and a summary email for the client
What vCIO tools are included in MSPortal?
Planner, budgets with forecasting and actuals, goals, compliance with a risk register, reports and AI-written QBRs, meetings with presentation mode and wrap-up, and surveys. For your own team there are client health scores, a standards matrix and vCIO workload and pricing calculators.
Can clients see and interact with their roadmap?
Clients see the Planner items, budgets, goals, compliance results and published reports you share with them. Editing and approval need permissions you grant to the client's role, so a client can read the roadmap without being able to change it.
How does MSPortal help with QBR preparation?
Clients book the review from a recurring booking link. You build the agenda from open tickets, Planner items and budgets, and generate the QBR report. AI writes the narrative from the data it's given and lists any gaps. Check the figures and sources, publish the report, then present from the meeting page.
How does MSPortal compare to dedicated vCIO tools?
Dedicated vCIO tools focus on the MSP's planning work. MSPortal puts the roadmap, budget and compliance work in the client portal, next to tickets, projects, invoices and documentation, so clients find it where they already go for IT help. Compare the integrations and client permissions you need before choosing.
What AI features help with vCIO work?
AI drafts QBR and security review reports, Planner items, compliance checks and meeting summaries. vCIO Chat answers questions about a client and can propose a roadmap, or a QBR with its report and meeting. Each draft appears as a proposal that someone reviews and confirms before it's saved or shared.
Explore related features
See a client roadmap and QBR in 30 minutes
We'll walk through Planner, budgets and an AI-drafted QBR for a sample client, then answer your questions.