What is RAFA?
RAFA PRO audits operational workflows and maps each tool and hand‑off to identify capacity leaks. It then deploys AI agents that perform compliance reviews, portfolio intelligence, client engagement, and research tasks end‑to‑end while staying within regulatory rules.
The platform consolidates roughly half of a firm’s SaaS stack, eliminating redundant logins and allowing staff to focus on client relationships instead of switching screens. RAFA PRO supports independent advisors and enterprise wealth‑management firms, integrating with existing systems for rapid deployment.
RAFA pricing Freemium
Monthly plan
$29.99/mo
Free trial
n/a
Annual plan
annual plan price
Verify on the official pricing page.
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RAFA's key features
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End-to-end AI agent workflow
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Compliance rule enforcement agent
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Portfolio intelligence analysis agent
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Client engagement automation agent
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Research and strategy agent
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SaaS stack consolidation
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95% compliance time reduction
RAFA use cases
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Automate quarterly regulatory compliance audits by consolidating data from multiple SaaS tools into a single report, cutting review time by up to 95%
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Deploy AI agents to map, streamline, and monitor portfolio review workflows across a firm’s SaaS stack, reducing manual hand‑offs and ensuring up‑to‑date compliance status
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Accelerate prospect‑to‑client conversion by automating client engagement workflows, providing AI‑driven next‑step recommendations, and consolidating SaaS tools into a unified onboarding experience
Who is it for?
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Investment researchers
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Portfolio managers
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Quantitative analysts
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Retail investors
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Financial advisors
