It's net worth nirvana

Track and manage all of your assets, all in one place.
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Welcome to Dulce Template

Dynamically connect your
accounts for one holistic view

Liquid

Checking & Savings accounts, 401k & Stock accounts.

View the value of your stock & crypto investments and historical performance of your accounts.

Alternative

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Proprietary view of your real estate, collectibles and private equity investments.  Unify your alternative assets with your traditional portfolio.

Persona

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Retirement and Savings accounts, 401k to 529.  Home. Car. Mortgage and Car Loan.  Plus, include your shoe collection, handbags, watches and jewelry.

View all the features

One holistic view for all your accounts:

Insights

Discover investment opportunities that align with your portfolio. Rainbook delivers actionable insights to identify portfolio allocation and generate alpha through alternatives and beyond.

Alternative Assets

Get a proprietary view of your real estate, collectibles and private equity investments.  Finally, a solution to unite your alternative assets with your traditional portfolio.

Liquid Assets

View the value of your stock & crypto investments and historical performance of your accounts. Dynamically link over 10,000 financial institutions in one screen with just a few clicks.
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Cash Flow & Expenses

Visualize your monthly cash flow and identify idle cash.

Personal Assets

Factor your personal assets into your net worth - from your home, cars, and sneaker collection, to your handbags, watches, and jewelry.

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.
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The Wealth Hub

Gain knowledge through visibility.

Dashboard

The portfolio visibility that financial advisors envy.

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Cash Flow & Expenses

Identify idle cash through cash flow monitoring.

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Insights

Relevant and actionable data to increase your investment income.

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Better than a stock tip

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