There is a surprisingly very low bar to become a financial advisor, resulting in too many subpar advisors. Rainbook provides you with an unbiased evaluation and ongoing monitoring for free.
The proprietary Rainbook Advisor Score helps you better understand the strengths and weaknesses of your advisor relationship. Receive detailed quantitative analysis to ensure you are receiving optimal level of service from your advisor.
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 effective as each of them operating independently."
- Ray Dalio, Principles: Life and Work
for a renewed advisor relationship.
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.
Transform Your Advisor Relationship.
Easy to understand ratings determine if your advisor is delivering alpha.
Summary of three critical factors that comprise your Advisor Score.
Trust but Verify
Understand your advisor's independence and credentials.