See and control risk in real time

Rainmaker AI continuously measures portfolio risk across every account — concentration, factor exposure, volatility, drawdown, and liquidity — and compares it against the limits you set. When something drifts out of bounds, you know immediately and can act before it compounds.

Risk is not a quarterly report. The engine watches positions and markets around the clock and translates raw exposure into clear, prioritized signals.

What's included

These capabilities turn scattered risk data into a single, actionable picture across the whole book.

• Live exposure analytics – Sector, geography, factor, and single-name concentration at a glance.
• Drawdown and volatility monitoring – Track downside and stress against your tolerance bands.
• Customizable risk limits – Set thresholds per account, household, or mandate.
• Stress testing and scenarios – Model rate shocks, drawdowns, and macro events.
• Real-time alerts – Get notified the moment a limit is breached.
• Automated mitigation – Trigger rebalances or hedges within your approval rules.

Use cases

Risk teams and advisors across these segments rely on continuous monitoring to protect capital and stay compliant.

• Family offices – Watch concentration across operating businesses and liquid portfolios.
• RIAs and advisors – Catch suitability and drift issues before client reviews.
• Asset managers – Keep funds within mandate and risk budget continuously.
• Institutions – Aggregate risk across desks and strategies in one view.
• Investors – Understand downside exposure in plain language.

Built-in controls and oversight

Risk actions respect your governance, with auditable decisions and approvals where required.

• Limit frameworks mapped to your investment policy.
• Human-in-the-loop approval for risk-reducing trades above thresholds.
• Complete audit trail of breaches, alerts, and responses.
• Role-based access to sensitive risk data.
• Encryption across all account and market data.