For independent financial advisors
A CRM for financial advisors with an independent book. Retainer watches quiet relationships, review-cycle silence, and renewals — so a household doesn't drift between conversations.
No credit card required · Free during beta
Why independent advisors outgrow generic CRMs
Annual reviews, quarterly check-ins, life-event triggers — dozens of clients, each on a different clock. Keeping track of who's due for a conversation shouldn't depend on remembering.
Spouses, adult children, trustees, the CPA and attorney who send you referrals — a single "contact" record doesn't capture who's actually involved in a client's financial life.
What changed since the last conversation — risk tolerance, goals, a new grandchild, a job change? Without a system, you're reconstructing it from memory or old notes before every call.
Which clients haven't heard from you in months? Which referral sources have gone quiet? Nothing surfaces it automatically — and by the time you notice, the relationship has already drifted.
Built for your workflow
Every client relationship in one pipeline — active, review due, or at risk of drifting. Know where each relationship stands without digging through a spreadsheet or a generic sales CRM.
Map the spouse, adult children, trustees, and the attorney or CPA who refers you business — for every household. The people around each client, not just the client themselves.
Get nudged before a client or referral source goes quiet too long — based on real contact history, not guesswork. The clients who don't complain are often the ones about to leave.
Client retention
Most advisor churn does not arrive as a complaint. A review gets skipped, a household goes quiet, and the relationship cools while the portfolio still looks fine. Catching that early is the work — not reconstructing it from memory the week before the next meeting.
The same pattern is written up in client retention: what silence looks like, how often to check in, and how to catch churn before the book has already moved on.
Early feedback
"I've tried every CRM and abandoned all of them. The vocabulary is wrong — I don't have 'deals', I have engagements. Retainer is the first thing that makes sense to me."
Marc Renaud
Independent Strategy Consultant, Paris
"Having every client's history in one place would save me two hours a week. I'm constantly digging through old emails to remember what a client asked for six months ago."
Sarah Liu
Finance & Operations Consultant, London
"Running a 4-person boutique firm, we lose client context every time someone joins a project mid-way. A shared intelligence layer is exactly what we need."
David Kim
Founding Partner, Meridian Advisory
Common questions
Retainer is a relationship CRM built for independent professionals who manage a small number of deep, ongoing client relationships — financial advisors are one of the core groups it fits, alongside independent consultants and fractional executives. The vocabulary (engagements, retainers, stakeholders) and workflow are built around ongoing relationship management, not a sales funnel.
Generic CRMs are built around leads and deals moving through a pipeline toward a single close. Retainer is built around a client book that stays with you for years — household mapping, review cadence, and relationship health matter more than pipeline velocity, and the product reflects that.
No. Retainer manages the relationship side of your practice — clients, households, review meetings, and referral sources. It doesn't replace portfolio management, financial planning, or trading platforms. Think of it as the relationship layer that sits alongside whatever you already use for the numbers.
No. Retainer is not built or positioned as a compliance or regulatory recordkeeping tool, and you shouldn't rely on it for that purpose. If your compliance program requires archived, auditable records of client communications, that needs to continue running through whatever dedicated compliance system you use today.
Yes — that's a core part of the product. You can map the spouse, adult children, trustees, and outside professionals (like a CPA or attorney) connected to each client, so the full picture of a household's financial life lives in one place instead of a single flattened contact record.
Retainer is currently in a free beta — no credit card required to start. Paid plans (Solo, Practice, and Firm tiers) will be announced closer to launch.
Free during beta. No credit card required.