RAFA PRO
An AI-powered operating layer for wealth management firms that automates workflows, compliance, and client engagement using specialized agents.
Category: AI Business
Overview
RAFA PRO is an AI transformation platform designed for wealth management firms. It deploys specialized AI agents to automate administrative tasks, portfolio intelligence, and compliance processes, effectively consolidating fragmented software stacks into a single operating layer.
How to use it?
Firms begin by booking an AI audit to map their operational workflows. RAFA then configures and deploys custom AI agents integrated into the firm’s existing stack to run tasks end-to-end within established compliance guardrails.
Features
Compliance automation, Portfolio intelligence agents, Client engagement automation, Research and strategy agents, Workflow consolidation, SOC 2 certified security
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