Overall Fees

Investors pay different types of fees, which can be overwhelming.

  • See the total dollar amount, in addition to the
    fee percentage, charged by your advisor.

  • View fees associated with any mutual fund and/or
    ETF holdings in your acocunt.

  • Knowing exactly what you are paying helps you
    determine if you are getting the value you expect out of your advisor relationship.

Independence & Credentials

Trust but Verify.

  • Confirm your advisor's registration status, fiduciary?

  • View work history and reported disclosures.

  • See advisor's designations (CFP®, CFA®, CPA, CAIA)

Portfolio Performance

View your portfolio holdings, transactions and investment performance.

  • Stay up to date on your portfolio allocation and performance.

  • View relative performance alongside target allocation index benchmarks.

  • Monitor cash optimization in money market funds.

Factor Dashboard

Scorecard displaying three critical factors, along with their impact on your Advisor Score.

  • Simple, clean view of each factor, with easy access to a detailed report on each.

  • Understand quickly where your advisor relationship might need attention.

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For Advisors - RIA firms

Company

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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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