RAFA PRO

RAFA PRO is an AI transformation partner for wealth management firms. It audits a firm's entire workflow, then deploys specialized AI agents that run work end-to-end inside compliance rules. The platform is designed to consolidate SaaS tools, reduce compliance time, and accelerate prospect-to-client conversion.

Key Features

• AI Audit: Maps operational topology, workflows, tools, and hand-offs to identify time and margin leaks.
• AI Agent System: Deploys agents for compliance, portfolio intelligence, client engagement, and research & strategy.
• Integration: Works inside existing tech stack with deterministic guardrails and compliance rules.
• Deployment: From audit to autonomous operation in 90 days.

Who It's For

Wealth advisors, independent RIAs, and enterprise wealth management firms.

Results

• 95% compliance time reduction
• 70s annual review prep time
• 6× faster prospect-to-client conversion
• Half of SaaS tools consolidated

Key Benefits

• Reduces compliance time by 95%
• Consolidates half of SaaS tools
• Deploys AI agents in 90 days
• SOC 2 Certified