Agentic Workflows for Advisors
The Only Holistic Agentic Operating System for Wealth Management
AI won't replace your Advisory practice. But Advisors who master AI will.
Reduce your time spent on Compliance & Admin by up to 95%.
Get qualified prospects & ready-made Tax Strategies instantly.
Manage client portfolios & expectations in real time with zero effort.
And much more...
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Gain Time, Reduce Costs & Increase AUM
Reduce prospect-to-client conversion time from weeks to minutes.
Monitor client portfolios and send personalized communications while you sleep.
Automated, audited Tax and Estate Planning strategies.
Let the robots do the work, so you can serve your clients better.
Let the robots do the work, so you can serve your clients better.
How Industry Pioneers are
Transforming their Practices
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
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, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
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, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
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, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
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, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
Any file, any format, instantly AI ready
Multi-Modal Powerhouse
CRM AI Overlay
Portfolio Analytics
401k Forensic Analysis
Operational Excellence
Behavioral Finance
Any file, any format, instantly AI ready
Multi-Modal Powerhouse
CRM AI Overlay
Portfolio Analytics
401k Forensic Analysis
Operational Excellence
Behavioral Finance
Any file, any format, instantly AI ready
Multi-Modal Powerhouse
Any file, any format, instantly AI ready
Multi-Modal Powerhouse
Any file, any format, instantly AI ready
Multi-Modal Powerhouse
The One Agentic Platform to instantly
take your RIA to the Next Level.
Platform
Platform
Platform
End-to-end
service integration
End-to-end
service integration
End-to-end
service integration
Efficiency &
Scalability
Efficiency &
Scalability
Client
engagement tools
Client
engagement tools
Advisor capacity
& time saved
Advisor capacity
& time saved
Advisor capacity
& time saved
Compliance &
supervision
Compliance &
supervision
Compliance &
supervision
Advanced tech
data-driven insights
Advanced tech
data-driven insights
Advanced tech
data-driven insights
RAFA PRO
RAFA PRO
RAFA PRO
GeoWealth
GeoWealth
GeoWealth
9
9
9
9
9
8
8
9
9
9
8
8
8
8
8
8
SMArtX
SMArtX
SMArtX
9
9
9
9
9
7
7
8
8
8
7
7
7
7
7
7
Brookstone Capital Mgt.
Brookstone Capital Mgt.
Brookstone Capital Mgt.
8
8
8
7
7
7
7
7
7
7
8
8
8
6
6
6
Linvest21
Linvest21
Linvest21
6
6
6
7
7
7
7
8
8
8
5
5
5
9
9
9
ARQA AI
ARQA AI
ARQA AI
6
6
6
7
7
8
8
7
7
7
6
6
6
8
8
8
Holistico
Holistico
Holistico
6
6
6
7
7
7
7
7
7
7
6
6
6
7
7
7
Twocents.ai
Twocents.ai
Twocents.ai
5
5
5
6
6
7
7
6
6
6
3
3
3
8
8
8
Agentic Workflows are the
Future of Wealth Management
Instantly become a Super-Advisor by using purpose built AI Workflows for Advisors.
Meet some of your friendly agents.
Intelligent Practice Management assistant, streamlining operations and empowering staff.
Holistic financial assistant for portfolio optimization, tax planning, and proactive client communications.
Institutional-grade equity research for deep insights and informed decisions.
Real-time market news and sentiment, fueling impactful client strategy discussions.
Analyzes technical trends, spots patterns, generating advanced portfolio insights.
Decodes institutional options flow data, building sophisticated hedging and income strategies.
Intelligent Practice Management assistant, streamlining operations and empowering staff.
Holistic financial assistant for portfolio optimization, tax planning, and proactive client communications.
Institutional-grade equity research for deep insights and informed decisions.
Real-time market news and sentiment, fueling impactful client strategy discussions.
Analyzes technical trends, spots patterns, generating advanced portfolio insights.
Decodes institutional options flow data, building sophisticated hedging and income strategies.
RAFA's Super Agents Team
RAFA's Super Agents Team
RAFA's Super Agents Team
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Customize Your Workflows to fit Your Practice
Customize Your Workflows to fit Your Practice
Customize Your Workflows to fit Your Practice
Customize Your Workflows
to fit Your Practice
The Easiest, Most Accurate AI Workflows for Advisors
Current hodgepodge of SAAS tool reduce your productivity and add costs. With RAFA PRO, gain 10X your productivity back. Scale your AUM while spending LESS Time and Money.
The Minds Behind the Mission
The Minds Behind the Mission
Our team unites deep-tech pioneers from NVIDIA, blockchain experts, seasoned veterans from the financial industry, and masters of consumer product and design.
The Minds Behind the Mission
Our team unites deep-tech pioneers from NVIDIA, blockchain experts, seasoned veterans from the financial industry, and masters of consumer product and design.
The Multi-Domain Mastery
Fueling RAFA's Magic
The Multi-Domain Mastery
Fueling RAFA's Magic
Artificial
Intelligence
Artificial
Intelligence
Fintech
Fintech
Product
Product
Client
Experience
Client
Experience
Advisory
Advisory
Advisory
Blockchain
Blockchain
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
3x startup founder. Led a 150-engineer teams, designed large scale advanced anlytics platform. Previously @IBM Almaden, @Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Best of
Financial Planning
2025
Personal Finance
Tech of the Year
Finalist 2024
Best of Investment
2025
Best New Product
Finalist 2024
Best of
Financial Planning
2025
Personal Finance
Tech of the Year
Finalist 2024
Best of Investment
2025
Best New Product
Finalist 2024
Unanimously Recognized. Undeniably Powerful.
Unanimously Recognized. Undeniably Powerful.
OUR INVESTORS
OUR INVESTORS
$42M SEED
$42M SEED
FAQs
FAQs
FAQs
How does RAFA PRO work?
We provide an intelligent operating system for your firm. This isn't another subscription widget. We see ourselves as your long term technology partner, deploying specialized AI agents across your workflows to give your team an unmatched strategic advantage. The platform is built to adapt to your playbook, following your firm and your rules, and we get you running fast with a structured transformation program.
How does this actually save advisor time?
Will this integrate with our current tech stack?
Does RAFA PRO work with unstructured data, like the various files used by my firm?
Is RAFA PRO a Replacement for Existing Tools or an Add-On?
How is RAFA PRO different from basic AI Notetakers or CRM Overlays?
What does rollout look like and how fast is time to value?
What kind of support do you offer?
Is our data private and secure?
How does Pricing Work?
How does RAFA PRO work?
We provide an intelligent operating system for your firm. This isn't another subscription widget. We see ourselves as your long term technology partner, deploying specialized AI agents across your workflows to give your team an unmatched strategic advantage. The platform is built to adapt to your playbook, following your firm and your rules, and we get you running fast with a structured transformation program.
How does this actually save advisor time?
Will this integrate with our current tech stack?
Does RAFA PRO work with unstructured data, like the various files used by my firm?
Is RAFA PRO a Replacement for Existing Tools or an Add-On?
How is RAFA PRO different from basic AI Notetakers or CRM Overlays?
What does rollout look like and how fast is time to value?
What kind of support do you offer?
Is our data private and secure?
How does Pricing Work?
How does RAFA PRO work?
We provide an intelligent operating system for your firm. This isn't another subscription widget. We see ourselves as your long term technology partner, deploying specialized AI agents across your workflows to give your team an unmatched strategic advantage. The platform is built to adapt to your playbook, following your firm and your rules, and we get you running fast with a structured transformation program.
How does this actually save advisor time?
Will this integrate with our current tech stack?
Does RAFA PRO work with unstructured data, like the various files used by my firm?
Is RAFA PRO a Replacement for Existing Tools or an Add-On?
How is RAFA PRO different from basic AI Notetakers or CRM Overlays?
What does rollout look like and how fast is time to value?
What kind of support do you offer?
Is our data private and secure?
How does Pricing Work?
How does RAFA PRO work?
We provide an intelligent operating system for your firm. This isn't another subscription widget. We see ourselves as your long term technology partner, deploying specialized AI agents across your workflows to give your team an unmatched strategic advantage. The platform is built to adapt to your playbook, following your firm and your rules, and we get you running fast with a structured transformation program.
How does this actually save advisor time?
Will this integrate with our current tech stack?
Does RAFA PRO work with unstructured data, like the various files used by my firm?
Is RAFA PRO a Replacement for Existing Tools or an Add-On?
How is RAFA PRO different from basic AI Notetakers or CRM Overlays?
What does rollout look like and how fast is time to value?
What kind of support do you offer?
Is our data private and secure?
How does Pricing Work?
Highest quality data sources ↘︎
10,000+
News Sources
SEC
Fillings
10,000+
News Sources
SEC
Fillings