Standardize the client handoff
Agency creates repeatable intake, scoring, reports, policy artifacts, checklists, and verification records across authorized client repositories.
Keep implementation separate
CapitalGuard detects exposure and provides precautions. Agencies can sell remediation or workflow implementation separately without making guaranteed-protection claims.
Turn delivery into distribution
Custom partner codes, tracked links, partner assets, and approved rates up to 40% give partners a measurable channel alongside client work.