The Advisor Operating System for MSPs
QBR/TBR | Compliance | Risk Management | Third-Party Risk | IT Governance
vCIOToolbox provides an AI-Enhanced Platform for the Next Generation of Trusted Advisors. Simplify your tech stack with a single platform for Business Reviews, Risk Management, Policy & Compliance Tracking, Budgeting, and Asset Governance for vCIOs and vCISOs
SIMPLIFY YOUR TECH STACK
Account Management and Advisory Tools in one Platform
Introducing vCIOToolbox – a powerful account management and advisory platform built for MSPs and MSSPs. We understand that organizations increasingly need to keep up with executive decision-making, security, and compliance in today’s complex digital environment.
That is why we’ve created vCIOToolbox – a single platform that streamlines these tasks in one convenient package Reduce your Tool Stack and unify your client data.
Built for vCIOs, Account Managers, and Customer Success Pros
Helping vCISOs manage your full Cyber Program
AI ENHANCED ASSESSMENT AUTOMATION
Meet Your Virtual Analyst – Fusion 360
As a vCIO, your value lies in strategic guidance, not in manual data entry. Fusion 360, our new AI-Enhanced Virtual Technical Account Manager, revolutionizes your workflow by reducing Technology Business Review (TBR) preparation time by 80%.
Fusion 360 empowers you to deliver the “CIO” in vCIO. Focus on strategic conversations rather than on data collection. We automate the mundane so you can focus on what matters.
- Analyze: It ingests complex data sets from your existing integrations.
- Recommend: It proposes strategic initiatives based on industry standards.
- Execute: You approve and implement projects and tickets with a single click.
Fusion 360 cuts assessment and meeting prep from hours to minutes, allowing you to visit more clients.
STRATEGIC BUSINESS REVIEWS
Get More Strategic, Drive Better Outcomes, Faster than Ever with OnPoint vCIO
Demonstrate Leadership while Accelerating Sales
We help MSPs and MSSPs with a consistent, repeatable, easy process to ensure your customer has the right technology to align to the business goals.
Our OnPoint suite provides everything vCIOs, Account Managers, and Customer Success Professionals need to manage client relationships and roadmaps.
Manage your metrics and stay engaged
KAM is the vCIO’s best friend. Pipeline and meeting tracking, task management, and account strategy tools to help you maximize your relationships.
View cross-customer analytics, including customer QBR and GRC scorecards, forecasts, and client ratings. Our Whitespace analysis tool helps vCIOs measure stack compliance and view upsell opportunities.
Know where you stand with Client Feedback
Monitor the performance and satisfaction of your services with the people that matter. Stay engaged with decision-makers, influencers, and key stakeholders and take action if relationship risk exists.
The vCIOToolbox platform has pre-built customer satisfaction (CSAT) and Net Promoter Score (NPS) surveys ready to send. If you have other customer survey requirements, template customization, and creation come standard. With CX, you are in control and can get continuous feedback, driving customer success.
GOVERNANCE, RISK & COMPLIANCE
Cybrance provides you everything you need to deliver vCISO services
AI ENHANCEMENTS
Artificial Intelligence supports analysts in developing guidance and recommendations.
POLICY MANAGEMENT
Use ours or bring your own, but we make the experience dynamic. Track workflow, signature, and policy reviews.
COMPLIANCE
30+ regulatory frameworks, including NIST 800-171, CMMC 2.0, NIST CSF 2.0, ISO 27001/2, and more.
EVIDENCE CADDY
Simplified and automated document management, organizing documents intuitively without user intervention.
THIRD-PARTY RISK
Engage vendors and suppliers and identify where risk lives. Generate vendor scorecards and track remediation easily.
RISK MANAGEMENT
Easily set priority to your organization’s risk. Assess the impact and likelihood of each risk and generate a risk score.