Overview
ConnectWise Automate is a deep Windows automation engine tied to the ConnectWise PSA ecosystem. Monitors, probes, and legacy scripts built over years still live here.
Trustholm is not a full Automate replacement. We add signed PowerShell policy and exportable script audit across MSP tenants.
How to read this page
Keep Automate for monitors and breadth. Add Trustholm when script evidence is the gap.
Migration path
Script governance migration, not full estate lift-and-shift
Migrating from ConnectWise Automate to Trustholm is primarily a script governance migration, not a lift-and-shift of your entire RMM automation estate. Begin by inventorying scripts that touch production customer systems: group policy adjacency, Active Directory tasks, service restarts, and compliance remediation.
Rebuild signing and tenant boundaries
Export script bodies into Trustholm tenant libraries, then rebuild signing policies, approval chains, and execution scopes - do not assume Automate folder permissions map one-to-one to Trustholm tenant boundaries.
Run parallel for several quarters
Many MSPs run Automate and Trustholm in parallel for several quarters: Automate continues driving monitors and low-risk automation while Trustholm absorbs high-risk PowerShell under signed policy. If you maintain on-prem Automate servers, plan decommission separately from script migration; Trustholm does not require you to host a control plane.
Pilot, document rollback, validate audit
ConnectWise PSA integrations may remain unchanged if ticketing still flows through Manage; Trustholm focuses on the execution plane. Test agent deployment on a representative customer tenant before decommissioning Automate script targets for that customer. Document rollback paths until audit exports pass internal review.
Pricing philosophy
Automate TCO includes more than licenses
Trustholm pricing models the cost of a dedicated governance SaaS layer, not a per-tech Automate license bundled with server hosting, SQL maintenance, and plugin fees. MSPs leaving on-prem Automate should compare total cost of ownership: Windows servers, backup, upgrade projects, and senior engineer time spent keeping the control plane healthy.
How Trustholm tiers scale
Trustholm commercial tiers scale with agents under governance and audit features - not with every monitor and remote-control capability Automate includes. We encourage side-by-side modeling against Automate licensing plus any compliance or signing tools you added because Automate script policy was insufficient. Transparent tier guidance lives on our pricing page.
When Automate bundling still wins on paper
We do not inflate quotes with RMM modules you already satisfy elsewhere. If ConnectWise ecosystem bundling is your primary economic lever, Automate may still win on paper - evaluate Trustholm when governance ROI is measurable in assessor hours saved and unsigned script exceptions eliminated.
When ConnectWise Automate is the better fit
When ConnectWise Automate is the stronger fit
ConnectWise Automate wins when your MSP is deeply embedded in the ConnectWise stack and depends on Automate-specific monitors, probes, and plugin ecosystems that took years to refine. Its remote control integration, patch workflows tied to Manage tickets, and technician familiarity reduce switching friction for day-to-day RMM operations.
Hybrid and legacy estates
Automate also suits hybrid estates where on-prem control planes are mandated by customer contract or latency requirements Trustholm cloud architecture does not address. If your scripts are mostly low-risk monitors and you already export adequate logs for compliance, the migration cost to any alternative may outweigh benefits.
When to stay on Automate
Choose Automate when breadth of legacy automation and PSA-native workflows matter more than modern signing policy and exportable audit evidence.