The Wealth Hub

Visibility that places you in the driver's seat.

Rain® Dashboard

The wealth hub nucleus. View allocation across asset classes, top insights and your trending Net Worth.

  • Simple, clean view of all your investments on one dashboard.   See calculation of your Net Worth and the breakdown of Liquid, Alternative, and Personal assets.

  • Drill down into each category to understand allocation, top accounts and holdings.

  • Liquid, Alternative, Personal

Stay Informed

Relevant financial news to keep you up to date and informed.

  • News surrounding topics that are relevant to your portfolio.

  • We’ve curated so you only spend time reading what matters to you.

Cash Flow & Expenses

Visualize your monthly cash flow and gain confidence in the available cash that should be working for you vs the other way around.

  • Tag passive income as it hits your account. Keep tabs on that cash on cash return.

  • Track checking account and credit card spend from 30,000 feet.

  • Monthly Nut Auto Pilot

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ADVISOR ANALYZER

Wealth Hub

Company

Resources

Rainbook Advisors, LLC a wholly owned subsidiary of Rainbook Holdings Inc., is an SEC registered investment advisor. 
Registration with the U.S. Securities and Exchange Commission as an investment advisor does not imply a certain level of skill or training. Rainbook Advisors does not participate in the management of any user’s account by an Advisor or provide advice regarding specific investments. Rainbook Advisors also does not establish advisory accounts or manage any client assets. The Advisors are responsible for determining and implementing specific investment strategies for the users. It is solely the responsibility of the user to determine whether to continue working with its Current Advisor and/or whether to meet with and/or retain any Referred Advisor with whom the user is matched with through the platform. 
For more details, see Rainbook's CRS and Rainbook's Form ADV Part II.

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