Operator portfolio
Roll up readiness, failing controls, and open work across client organizations. Step into any workspace without losing firm context.
See platform →For MSPs
One portfolio. Many client workspaces.
Provision SOC 2 and multi framework programs at scale for clients in Canada and the United States, with Operator mode, shared firm runbooks, and agent assisted weekly risk briefs across your book of business.
Shared runbooks
Author firm playbooks on your home org and push them into each client's Resource Center: your methodology, their workspace.
Request walkthrough →Weekly risk briefs
Axo agent playbooks summarize portfolio posture with operator dashboard context: built for Monday standups and QBR prep.
Axo AI →Built for delivery teams
Stop rebuilding the same SOC 2 program twelve times.
Assign frameworks at provision time, invite client admins, connect their stack once, and monitor continuously, not just before audit season.
- Organization create, switch, rename, and delete (platform roles)
- Admin CLI and API for workspace provisioning
- Per workspace SSO with platform IdP + workspace flags
- Onboarding gap analysis with live posture score
- Monitoring alerts with Slack deep links to investigate
- Provision client workspaces in United States or Canada
- Same UI on app.axovern.com and Windows desktop
FAQ
Common questions
Can MSPs manage multiple client workspaces?
Yes. Platform roles support organization create, switch, and Operator portfolio rollups with step in access to each client workspace.
Can MSPs publish firm playbooks to clients?
Yes. Author shared runbooks on your firm home org and push them into each client Resource Center.
Grow your compliance practice.
We'll show Operator mode, runbook publishing, and client onboarding on a live portfolio.