"Flat retainer billing is native in our platform — time tracking, client tier management, billing automation all support retainer models. We built for flat fee before we built for anything else."
"What's your current retainer structure — flat monthly, quarterly, annual, or tiered? I'll show you how our billing module maps to your exact model."
"Flat retainer models are increasingly common among fee-only advisors — we designed for exactly this billing approach. Most advisors who switch to flat retainers from AUM find it more predictable and equally profitable."
| Down pmt | Amount | Monthly |
|---|