Rafa

RAFA PRO is a web and iOS AI platform for financial advisors, RIAs, and wealth management firms that uses specialized agents to automate firm workflows while operating inside compliance rules.

Key capabilities include:

• Workflow audit and deployment: maps end-to-end processes and tool handoffs, then configures and deploys AI agents with guardrails and integrations into the existing stack.
• Compliance automation: runs tasks through a Compliance Agent and audits workflows, with the product citing 95% compliance time reduction.
• Portfolio intelligence: provides a portfolio dashboard with AI-generated reports and metrics such as Sharpe Ratio, volatility, CAGR, income, and drawdown, plus strengths and weaknesses analysis and improvement suggestions.
• Client and research agents: includes Client Engagement and Research & Strategy agents intended to support onboarding, annual reviews, and ongoing client communication.

Pricing: Unknown.

Notable for combining an audit-led rollout with an agent-based “operating layer” designed to consolidate 8 to 12 SaaS tools, with the product citing potential reduction of $47K+ in annual SaaS costs and faster execution of workflows like prospect onboarding and annual review preparation.