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Rainmaker
RAINMAKER
Less pain, more gain

    • Rainmaker Overview

      Discover AI native wealth management

    • Product Features

      Learn about our agentic product innovations

    • Technology

      Deep dive into state-of-the-art product design

    What's New

    What's New

    • Family offices, HNW Investors

      Wealth Management

    • Advisors/Planners

      Investment Advisors (RIA/CFP)

    • Asset Management

      Sovereign wealth funds, ETF, Pension & Insurance funds

    • Banks, Institutional

      Embedded wealth management

  • Pricing
  • Contact
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Welcome to the Rainmaker documentation

Find everything you need to set up, customize, and master your Rainmaker platform.

Documentation sections (main categories)

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Getting started
  • Introduction to Rainmaker
  • System requirements
  • Account setup
  • Dashboard overview
  • First steps after signup
  • System requirements
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User management
  • Adding and managing users
  • Role-based access control
  • Setting permissions
  • Managing teams and groups
  • First steps after signup
  • System requirements

Billing and subscription

Handle your billing, subscriptions, and invoices easily.

  • How to subscribe
  • Managing your subscription plan
  • Payment methods
  • Viewing and downloading invoices
  • Canceling or upgrading plans

Settings & customization

Tailor Rainmaker to fit your business needs.

  • General settings overview
  • Customize your branding
  • Notification settings
  • Language and localization options
  • Custom fields and filters

Reporting and analytics

Gain insights and grow with detailed reports.

  • Understanding the analytics dashboard
  • Exporting reports
  • Setting up custom reports
  • KPI and metrics guide

Troubleshooting & FAQs

Solutions for common issues and frequent questions.

  • Login issues
  • Error messages and solutions
  • Data sync issues
  • General FAQs
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Rainmaker
RAINMAKERLess pain, more gain

Product

  • Overview
  • Features
  • Technology
  • Pricing

Solutions

  • Investors
  • Advisors/Planners
  • Asset Managers
  • Institutions

Resources

  • Blog
  • Contact
  • Privacy
  • Terms

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