vCIO Tools
vCIO tools help you deliver strategic IT guidance to your clients. These 16 products assist with everything from technology roadmapping to budget planning and quarterly business reviews. They enable you to provide proactive technology leadership and ensure your clients’ IT aligns with their business objectives. This category offers solutions that centralize client information, making it easier to prepare for strategic discussions and present clear, actionable plans.
When evaluating these tools, consider how they consolidate client context. Lifecycle Manager X, for instance, brings together client goals, budgets, and assessment data to build IT strategies. Pay attention to how a tool handles budgeting timelines; MyITprocess summarizes approved or proposed budgets for the next four quarters. Look for features that track technology lifecycles and simplify presenting complex information.
Integration with your existing PSA is important. Strategy Overview works with both Autotask PSA and ConnectWise PSA, making it easier to sync client data. VCIOToolbox supports multi-cloud platforms, which is helpful for diverse client environments.
Products
16IT Asset Lifecycle App for MSP. The App synchronizes your clients IT inventory from CW, looks up warranties and generates a complete IT budget for your QBR meetings. Build custom policies for each cli
QBR, GRC, and AI readiness platform for MSPs that ties recommendations to business goals and syncs approved initiatives to your PSA.
An AI-enhanced virtual technical account manager that reduces Technology Business Review (TBR) preparation time by 80%.
OnPoint vCIO is a suite designed for vCIOs, Account Managers, and Customer Success Professionals to manage client relationships, develop technology roadmaps, and align customer technology with business goals.
Lifecycle Insights is a vCIO tool that helps MSPs conduct QBRs and provide strategic guidance to their clients based on asset lifecycle data.
QBR and ICT audit platform for MSPs with Good, Better, Best recommendations for clients.
A framework for MSPs that guides client conversations through Assess, Recommend, Propose and Roadmap to support QBRs, vCIO and IT sales.
Triad InfoSec Virtual CISO services provide board-level reporting, policy and framework development, and ongoing governance in daily operations.
myITprocessTM helps you analyze your clients’ technical environments, establish IT standards, track client feedback, and develop custom, strategic roadmaps specific to client needs.
vCIO software for MSPs offering fast IT assessments, QBR automation and asset warranty updating inside a white labeled client portal.
GetInSync application portfolio management that tracks each app's renewal date, cost, vendor, owner and integrations, for CIOs, fractional CIOs and IT advisors.
Lemhi offers an AI Services Management platform designed for MSPs to build and scale a managed AI services practice. It helps MSPs identify AI opportunities, pa…
The Humanize IT MSPL platform helps MSPs assess client needs, provide recommendations, propose solutions, build roadmaps, and improve client engagement. It also offers features for client reporting, sales, and opportunity synchronization with PSA systems.
Lifecycle Manager X helps MSPs deliver vCIO services by consolidating client context, goals, budgets, assessments, and meeting management to build IT strategies and drive client growth.
AI-powered vCIO and QBR platform for MSPs that runs assessments, surfaces Microsoft 365 insights and manages device and software lifecycle.
myITprocess helps MSPs with the alignment process by notifying them about reviews and provides a vCIO budget timeline that summarizes approved or proposed budgets for the next four quarters.