The Rainbook Advisor Analyzer™generates the advisor score based on several factors, including, relative performance to benchmarks, overall fees being paid, reporting quality, engagement and trust of the advisor, availability of investments such as alternatives and credentials of the advisor.
Does Rainbook factor in my personalized survey answers into my advisor score?
If completed, yes, your answers are included when calculating your advisor score.
Does Rainbook recommend a new advisor?
Rainbook’s proprietary algorithm will match each user with a referred advisor(s) which, if desired by the user, can be accessed by visiting the advisor matching page. Users are not obligated to meet or work with a new advisor.
