How good is your
financial advisor?

See your fees and performance.
Get matched with a vetted, fiduciary advisor.
$160+ million
Member Portfolios Analyzed
$14 billion
AUM of RIA Firm Partners

As featured in a case study by:

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

Over 300,000
Financial Advisors

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.

Advisor AnalyzerTM

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.

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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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Six factors
to determine alpha:

  • Performance
  • Fees
  • Independence - Credentials
  • Engagement & Trust
  • Statement Quality
  • Alternatives

Teamwork:
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

Visit the RainBlog, where we unveil key insights
for a renewed advisor relationship.
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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.

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Advisor Analyzer™

Transform Your Advisor Relationship.

Good Rating, Fair Rating, Poor Rating

Factor Ratings

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

Dashboard Summary Snapshot
Dashboard Snapshot

Summary of three critical factors that comprise your Advisor Score.

Trust but Verify

Understand your advisor's independence and credentials.

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Advisor Score Today