How good is your financial advisor?

View their fees, performance and independence.
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Welcome to Dulce Template

Dynamically connect your
accounts for one holistic view


Checking & Savings accounts, 401k & Stock accounts.

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


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


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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

Six Factors to Determine Alpha:

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

The proprietary Rainbook Advisor Score helps you better understand the strengths and weaknesses of your advisor relationship. Receive detailed quantitative analysis in addition to ensuring you are receiving an 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.

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1 + 1 = 3

"Two people who collaborate well
will be about three times as effective
as 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

Factor Ratings

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

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Dashboard Summary Snapshot

Dashboard Snapshot

Summary of the 6 factors which comprise your Advisor Score.

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Trust but Verify

Validate credentials, work history, disclosures.

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Receive Your Free
Advisor Score Today