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What is Uniportal?

Uniportal is a cloud-based platform focused on AI operations, specifically designed for managed service providers (MSPs). This platform seamlessly connects an AI agent with the service desks and operational tools used by MSPs, such as PSA, RMM, identity management, documentation, and cloud distribution systems. The sophisticated AI agent is capable of understanding the context of support tickets and follows predefined natural-language procedures, enabling it to either recommend or carry out authorized troubleshooting and account management tasks, with tailored approval settings for various tools and actions. MSPs are provided with the option to personalize runbooks according to their clients' needs, while technicians can oversee the agent's functionality throughout the ticketing process. Moreover, there is a client portal that allows end users to submit requests and create tickets. Uniportal is specifically aimed at enhancing the efficiency of MSP helpdesk teams by effectively handling routine Level 1 and Level 2 tasks, like password resets and account adjustments. As a result, a job that usually takes a technician approximately 45 minutes can be reduced to just 2 minutes for evaluation. This remarkable streamlining not only boosts productivity but also significantly elevates the quality of service provided to clients, ultimately fostering better client relationships and satisfaction.

What is Strategy Overview?

The Strategy Overview is an advanced automation platform tailored for vCIOs and quarterly business reviews, developed by managed service providers (MSPs) to improve client strategic planning and support digital transformation efforts. By automating crucial tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting for Office 365 and asset lifecycles, it significantly streamlines the quarterly business review process through a modular template engine powered by the Arya AI agent. This all-encompassing system integrates seamlessly with various PSA/RMM tools, including ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, alongside Office 365, facilitating the synchronization of vital company data such as assets, user lists, tickets, warranties, and licensing details. Clients enjoy the advantage of a customizable white-labeled portal that delivers in-depth insights into their strategic initiatives, health scores, and critical data points encompassing asset and user information, tickets, budgets, and roadmaps. In addition, the platform refreshes warranty and asset data automatically, enabling MSPs to reduce the preparation time for quarterly business reviews from several hours to just minutes. This not only standardizes processes but also emphasizes security and compliance insights, fosters proactive recommendations, and transforms assessments into strategic paths for revenue enhancement. Ultimately, this innovative solution not only enhances operational efficiency but also empowers MSPs to provide greater value to their clients, paving the way for a more strategic partnership. Additionally, the platform's user-friendly interface ensures that both MSPs and clients can navigate the system with ease, further elevating the collaborative experience.

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Integrations Supported

Autotask PSA
HaloPSA
Hudu
IT Glue
Microsoft 365
NinjaOne
Addigy
ConnectWise PSA
Pax8

Integrations Supported

Autotask PSA
HaloPSA
Hudu
IT Glue
Microsoft 365
NinjaOne
Accelo
ConnectWise Automate
CrewHu
Gravity Forms
HubSpot CRM
Kaseya BMS
Liongard
LiveChat
Microsoft Intune
QuoteWerks
tawk.to

API Availability

API Availability

Pricing Information

$299/month
The Starter plan is $299/month with annual billing; annual plans are billed upfront.

Pricing Information

$60 per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Uniportal Inc.

Date Founded

2025

Company Location

Canada

Company Website

uniportal.ai

Company Facts

Organization Name

Strategy Overview

Company Location

United States

Company Website

www.strategyoverview.com

Categories and Features

MSP

Not specified

Categories and Features

MSP

Not specified

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