How good is your financial advisor?

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  • See your fees and performance.

  • Receive your free Rain® report.

As featured in a case study by:

*The Rainbook Advisor Analyzer™ leverages connections facilitated by Morningstar's ByAllAccounts.

Six Factors to Determine Alpha:

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$86 million
Member Portfolios Analyzed
$9 billion
AUM of RIA Firm Partners

Over 300,000
Financial Advisors

How do you know if your advisor is delivering alpha? Rainbook provides you with an unbiased evaluation and ongoing monitoring for Free.

Advisor AnalyzerTM

How do you know if your advisor is delivering alpha? Rainbook provides you with an unbiased evaluation and ongoing monitoring for Free.

Security

All data is protected with AES-256 encryption. The platform is a read-only interface, completely non-transactional.  We add an extra layer of security through Two-Factor Authentication (2FA) to verify your identity and ensure that only you have access to your account

1 + 1 = 3

"Two people who collaborate well will be about three times as effectiveas each them operating independently."

-Ray Dalio, Principles: Life and Work

Wealth Hub

In addition to monitoring your advisor managed account, keep track of all your personal assets & self directed accounts in one clean dashboard.  Your very own, dynamic personal financial statement.

Advisor AnalyzerTM

Transform Your Advisor Relationship.

Good Rating, Fair Rating, Poor Rating

Healthy food

Easy to understand ratings determine if your advisor is delivering alpha.

Dashboard Summary Snapshot

Dashboard Snapshot

Summary of the 6 factors which comprise your Advisor Score.

Trust but Verify

Validate credentials, work history, disclosures.

Receive Your Free
Advisor Score Today

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