Finally, the power to evaluate and get matched with a new advisor
We are redefining transparency for investment clients
Rainbook is on a mission to transform the investor - financial advisor relationship through radical transparency and accountability.
We are working to deliver an objective, holistic evaluation of your financial advisor that will determine what, if any, alpha the advisor is generating. This goes beyond investment performance with the aim of enhancing your existing financial advisor relationship or providing you with information you can use to select a different advisor.
Overall fees Investors pay different types of fees, which can be overwhelming. Independence and credentials Trust but verify. Portfolio performance View your portfolio holdings, transactions and investment performance. Factor dashboard Scorecard displaying three critical factors, along with their impact on your Advisor Score....