White-label client portal
Logo, colors, and domain options so clients experience your firm — not a third-party vendor dump. Themes match the polish of the CandidPortal default experience.
Partner platform
Your clients shouldn't know it's ours.
White-label Candid IQ and deliver a full-service technology, utilities, and spend platform — quoting, contracts, invoicing, helpdesk, CRM, and Frank — under your brand. Built for IT companies, MSPs, accountants, wealth advisors, and channel agents who want to sell the whole platform without building any of it.
Why partners choose Candid IQ
Run the book. We run the marketplace.
You own the relationship. Candid supplies the supply chain, fulfillment muscle, and AI workforce. Your portal looks like you — and works like a modern ops platform.
Quote → contract → invoice
End-to-end commercial workflow for agents and account managers. Track proposals, close deals, invoice clients, and reconcile commissions in one CRM.
Frank for every seat
Shared AI bandwidth across your team: draft proposals, triage tickets, prep renewal playbooks, and hand hard tasks to Candid specialists when phones need dialing.
Marketplace fulfillment
Tap 300+ providers across voice, data, cyber, cloud, payments, and more — without becoming a carrier expert overnight. Candid backs the delivery.
Helpdesk that scales you
Client tickets with full service context. Escalate to Candid when you want backup — or keep first-line support in-house with Frank assist.
Advisor-ready packaging
Accountants and wealth firms: package tech & utilities optimization as a recurring advisory service. Show ROI in the portal your clients already trust.
Partner vs DIY
What you get when you stop cobbling tools.
| Capability | Spreadsheet + email | Candid IQ white-label |
|---|---|---|
| Client-facing portal | — | Your brand |
| Multi-provider quoting | Manual | Marketplace |
| Contract & renewal tracking | Fragile | Vault + radar |
| AI + human execution | — | Frank + specialists |
| Invoicing & commissions | Separate tools | Built-in |
| Helpdesk with service memory | Generic inbox | Context-aware |
Ideal partners
Who this is for
IT companies & MSPs
Expand beyond break/fix into telecom, payments, and spend optimization — with a portal your clients will actually use.
Accountants & bookkeepers
Turn vendor chaos into a managed service. Show measurable OpEx reductions next to the P&L you already own.
Wealth & advisory firms
Offer business-owner clients a candid look at tech & utilities waste — packaged as strategic advice, delivered through your branded hub.
Put your name on the portal. Keep Candid in the engine room.
We'll walk through branding, seat packs, Frank bandwidth, and how commissions flow for your agents.