The Leading AI Transformation Partner

Your Firm Doesn't Need Another Tool. It Needs AI Transformation.

8–12 tools. $47K+ in annual SaaS. Still no AI ROI. RAFA audits your entire workflow, then deploys specialized AI agents that run work end-to-end — inside your compliance rules.

95%
Compliance time reduced
70s
Annual review prep
½
SaaS tools consolidated
The Problem

The Tool Trap Is Killing Your Margins

You didn't buy software to collect logins. But that's exactly what happened — and your competitors just booked their AI audit.

Your Firm Today
8–12 disconnected tools. Same margins.
CRMCompliancePlanningEmailNotesPortfolioCalendarReporting
  • 80% of advisor time burned on admin
  • Tab-switching between fragmented workflows
  • Compliance queues that never shrink
  • Prospect-to-client cycles measured in weeks
  • $47K+ annual SaaS spend with no AI ROI
VS
With RAFA PRO
One AI operating layer. Everything runs.
Compliance Agent
📊
Portfolio Intelligence Agent
🤝
Client Engagement Agent
🔍
Research & Strategy Agent
  • AI runs work end-to-end inside your rules
  • Consolidate half your SaaS stack
  • Compliance review in minutes, not days
  • Prospect onboarding compressed to minutes
  • Your team focuses on clients, not screens
How It Works

From Audit to Autonomous
in 90 Days

No 18-month timelines. No slide decks from junior consultants. We ship working AI systems inside your firm.

01
AI Audit

We map your operational topology — every workflow, tool, and hand-off — to identify exactly where time and margin leak.

Week 1–2
02
Configure

We architect your AI agent system with deterministic guardrails, compliance rules, and integration into your existing stack.

Week 3–6
03
Deploy

Your team goes live with AI agents running work end-to-end. We monitor, optimize, and expand as your firm scales.

Week 7–12
Proven Results

The Numbers Speak

RAFA PRO firms don't just save time — they fundamentally change how they operate and grow.

95%
Compliance time reduction
70s
Annual review prep time
Faster prospect-to- client conversion
½
SaaS tools consolidated

RAFA Pro is like having the best CFA I could never afford. It's been an absolute godsend for my independent practice. We're doing more with less, growing faster than ever.

JR
Independent RIA
Brookstone Capital Management

From workflows to execution, RAFA takes AI to a whole new level. We're constantly looking for the best technology to elevate our client experience — this is it.

WA
Wealth Advisor
Enterprise Wealth Management Firm
Brookstone Capital
SOC 2 Certified
2025 Tech Finalist
Best New Product '24
Enterprise AI
Limited Availability

Your AI Audit Is Waiting

In 30 minutes, you'll see exactly where your firm bleeds capacity — and the fastest path to higher AUM with fewer tools, fewer hours, and zero new logins.

30-minute strategy session
No commitment required
Custom workflow analysis
Company name

Unlock Infinite Capacity and Quantum Scale for Your Wealth Practice

© 2026 RAFA AI, Inc. All rights reserved.

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The content in our services, and on this website, is intended to be used for educational, research and informational purposes only. We are an educational platform providing analytical tools for evaluating investments. We make no representations or warranties as to the accuracy, completeness, suitability or validity of any analytical tools, information or content provided in our services or on this website.

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Financial investing and trading of securities, stocks, options, futures, currency and cryptocurrency markets may not be suitable for everyone and may involve the risk of losing part or all of your money. RAFA is intended to be used for educational and informational purposes only. We are not a broker/dealer or an investment advisor, and this is not a place for the giving or receiving of financial advice, advice concerning investment decisions, or tax or legal advice. We are not regulated by any financial services regulatory agencies. Past performance, whether actual or indicated by historical results, is no guarantee of future performance or success. Hypothetical performance results and illustrative analysis have many inherent limitations and no representation is being made that you will, or are likely, to achieve profits or losses similar to those shown in this Service and on our Website. Before undertaking any trading program, you should consult a qualified financial professional or registered financial advisor. Please consider carefully whether any investment is suitable for you in light of your financial condition and ability to bear financial risks. Under no circumstances shall we be liable for any loss or damage you or anyone else incurs as a result of any investment activity that you, or anyone else, engages in based upon any information or the content you receive through our Website or our Services. By using the RAFA Services and Website platform, you agree to this disclaimer, and acknowledge and accept the risks involved in trading securities, stocks, options, futures, currency and cryptocurrency markets, and are also acknowledging and agreeing that i) you, and not Tides.Network, Inc., are solely responsible for any losses, financial or otherwise, as a result of using this Service, ii) Tides.Network, Inc. shall under no circumstances be liable for any lost profits, lost opportunities, misstatements, or errors contained within this Website or our Services, and iii) Tides.Network, Inc. will not be held liable for data accuracy, unavailability of our Service, or any special or consequential damages that result from the use of, or the inability to use, any or all of the content included on our Website or in our Services.

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