Serve more clients effortlessly,
without growing your back office.
Increase efficiency by an order of magnitude, velocity by another order of magnitude and capacity by two orders of magnitude !
Your practice, amplified by AI that works the way you do.
For RIAs and CFPs, growth has always carried a hidden tax: every new client adds hours of monitoring, rebalancing, tax review, reporting, and compliance work. At some point you stop taking clients — or you stop giving each one your best. Rainmaker breaks that trade-off. It watches every household in your book continuously, prepares the work, and routes it to you for review, so your capacity is no longer capped by hours in the day.
Think of Rainmaker as a tireless associate for each client. It reconciles accounts, flags drift, surfaces tax-loss harvesting and Roth opportunities, drafts rebalances, and assembles client-ready reviews — then brings each one to you as a clear recommendation with the evidence, the reasoning, and the expected impact already laid out. You approve, adjust, or decline. Nothing reaches a client account without your sign-off.
Because every recommendation runs through your investment policies and suitability rules before it ever reaches you, compliance stops being a scramble at quarter-end. Each decision is logged with who approved it, when, and why — a complete, audit-ready trail produced automatically as a byproduct of doing the work, not a separate chore bolted on afterward.
The result is a practice that scales without diluting service. You spend your time where it actually moves the needle — relationships, planning conversations, and judgment calls — while Rainmaker handles the relentless operational load that used to consume your evenings and your team.
And your clients feel the difference. Reviews arrive on time and in plain language. Tax moves are explained before they happen. Questions get answered with real numbers, not vague reassurances. Rainmaker helps you deliver the kind of attentive, transparent service that wins referrals and keeps clients for decades.
Everything your practice runs on,
working as one system
From monitoring to compliance to client reviews — the operational work, handled and brought to you for approval.
A single client book
Every household, account, and entity in one supervised view. See at a glance what changed overnight, what needs your attention, and what is ready to approve — across your entire practice.
Tax-smart on every account
Year-round tax-loss harvesting, lot-level sell decisions, and Roth conversion planning run across the whole book — turning tax alpha from a select-few service into something every client receives.
Compliance built into the workflow
Every action is checked against your investment policies and suitability rules before it reaches you. Breaches, overrides, and approvals are tracked, so supervision is continuous rather than a quarter-end scramble.
Recommendations, review-ready
Rainmaker drafts rebalances, tax moves, and portfolio fixes with the evidence, alternatives, and expected impact attached. You review and approve in minutes instead of building the case yourself.
Client-ready reviews in a click
Performance, benchmarks, and what-changed narratives are assembled into clear, branded reviews you can approve and send — no more late nights stitching reports together before a client meeting.
An audit trail that writes itself
Who approved what, when, and why is recorded automatically on every decision. When examiners or clients ask, the evidence and lineage are already there — complete and defensible.
Take charge of your financial life!
The new code for old wealth.