Your IT plan, out in the open
See what’s coming before it costs you.
Every client gets a living plan: device lifecycle, a multi-year roadmap, a three-year budget and a health score, reviewed with you and always visible in your portal.
Powered by MSP AlignLifecycleRoadmap3-year budgetHealth score
Try the client viewThis is how your plan looks inside MSP Align. Click around and approve a project.
Search clients, devices, contacts…Sample client · illustrative data
Health
HealthyBased on 5 of 6 areas · up 9 since the last review
Lifecycle862 laptops past end of life
Backups100
Compliance55HIPAA: 5 items not met yet
Alignment743 standards misaligned
Security100
Alignment Open
Needs attentionReviewed at your last annual review · +11
CriticalMFA for all remote access
CriticalAn offsite backup that can’t be changed
HighEvery device on a supported OS
3 gaps · each one becomes a roadmap project
Devices & assets
| Device | Model | Warranty | Status |
|---|---|---|---|
| FRONT-DESK-01 | Dell OptiPlex 7090 | Through 2027 | Healthy |
| OFFICE-LT-03 | Lenovo ThinkPad T14 | Through 2028 | Healthy |
| OWNER-LT-01 | Dell Latitude 5420 | Ends next quarter | Plan replacement |
| BACK-OFFICE-02 | Dell OptiPlex 5060 | Expired | Past end of life |
| FILE-SRV-01 | Dell PowerEdge T150 | Through 2029 | Healthy |
Roadmap & projects Next 12 months
Q1
Replace two aging computersPast or near warranty and slowing the front office.$2,400
Q2
Move shared files to Microsoft 365Secure access from anywhere; retire the old server.$3,500
Q3
Firewall refreshCurrent unit reaches end of support.$1,800
Q4
Security training refreshNew phishing lessons before year-end.$600
Technology budget · 3 years
Year 1$14,200hardware, licensing & projects
Year 2$11,900fewer replacements due
Year 3$13,100server refresh planned
Year 1
Year 2
Year 3
■ Hardware■ Licensing■ Projects & services
The real thing
Built in-house: MSP Align.
We built our own planning platform so every client’s IT plan lives in one place. It pulls from your devices, backups and licenses, and turns it into roadmaps, budgets and reviews you can actually read.
MSP Align
For youYour home baseDecisions waiting on you, your budget, devices due for replacement, your next meeting and your health score.
For youApprove with one clickProposed projects come with the cost and the reason. Approve or ask a question right from the portal.
PlanningThree years, by quarterProjects plus hardware end of life, OS end of support, warranties, meetings and compliance due dates.
PlanningA budget that builds itselfLicensing, hardware replacements, projects and managed services, laid out by quarter for three years.
VisibilityOne score, 0 to 100Built from lifecycle, backups, compliance, service levels and alignment, showing what pulls each area down.
ReviewsWhat changedProjects finished, devices replaced, warranties that ran out and approved projects that slipped.
StandardsMeasured against our standardsYour score and its trend, each category, and the gaps in order of importance. Each one becomes a project in a click.
Screenshots use made-up demo clients.
What’s in your plan
The vCIO work, without the spreadsheets.
01Lifecycle at a glanceWarranty, end of life and OS support for every device, with Dell and Lenovo warranty lookups built in.
02Alignment reviewsWe score your environment against our standards and turn every gap into a roadmap project.
03Roadmaps and budgetsProjects by quarter and a three-year budget that fills itself from hardware, licenses and services.
04Annual reviews in one clickA polished review that opens with what changed since last time, then lifecycle, backups, compliance, roadmap and budget.
05Your client portalSee your plan, approve projects, send requests and check out spare equipment, with two-factor sign-in.
06Security and client healthEndpoint protection, security training, Microsoft 365 and Google Workspace checked daily and rolled into one health score.
07Compliance and policiesHIPAA, CIS, NIST CSF, CMMC, PCI DSS, SOC 2, ISO 27001 and more, plus 30 policy templates.
08Licensing and renewalsEvery license and contract with its cost and renewal date, so nothing renews unnoticed.
09Contracts and e-signaturesReview and sign agreements online, with the certificate kept on file.
10Tech closetSpare parts, loaners and spare computers tracked for your business and checked out to the right people.
11AI that you can trustAI reads invoices into licenses, checks policies against frameworks and drafts review summaries. A person checks everything first.
12Since your last reviewProjects finished, devices replaced, warranties that ran out and your score then and now, in one view.
Secure by defaultYour data stays on our servers, with two-factor sign-in, a tamper-evident audit log, encrypted secrets and backups, and no outside telemetry.
Learn about MSP Align →