Which of them runs out first, and what would fix it. Waterline gives you one account that follows you into every client that invites you, a portfolio ordered by urgency, and your own scenario layer in each — so advice arrives as something they can run rather than a paragraph in an email.
From $99 a month · Never billed per client
Scale runs 0 to 12 months. Each figure is computed from that client's own model, by the same function their dashboard uses.
Being trusted with somebody's payroll is a decision they get to keep making. Two things are theirs, not yours.
| Which tabs you work on | An owner can focus an advisor on the parts of the business they were engaged for. You are told when they have, and by whom — a restriction nobody explains is a support request. |
| Whether you may offer scenarios | On by default. An owner who wants a reader rather than a contributor can turn it off, and anything you already offered stays in their queue. |