RAFA PRO
AI transformation service that audits wealth-management workflows and deploys specialized agents inside a firm’s compliance rules and existing software stack.
About RAFA PRO
RAFA PRO is an AI transformation service and operating layer for wealth-management firms. It starts with an audit of a firm's workflows, tools, and handoffs, then configures specialized agents with compliance rules and connections to the existing software stack. The stated rollout spans 90 days: audit in weeks 1–2, configuration in weeks 3–6, and deployment in weeks 7–12. Its agents cover compliance work, portfolio intelligence, client engagement, and research and strategy, with the aim of running workflows end to end while advisors retain their own rules. RAFA PRO is therefore a fit for advisory firms seeking an implementation partner and consolidated operating layer, rather than a lightweight standalone app. The service is paid and described as having limited availability. Firms should expect an audit-led adoption process, configuration work, and integration with their current stack before agents go live. The official site also identifies SOC 2 certification, which may matter to firms evaluating operational controls, although each firm still needs to assess the service against its own compliance obligations.
Best for
Best use cases
Automating compliance reviews and reducing operational queues.
Coordinating prospect onboarding and client-engagement workflows.
Supporting portfolio intelligence, research, strategy, and annual-review preparation.
Compare before choosing
Choose RAFA PRO when an implementation partner and cross-workflow operating layer matter more than a single-purpose app.
Compare the paid, limited-availability engagement with self-service tools that can be adopted immediately.
Assess the 90-day audit, configuration, and deployment model against narrower point solutions with less integration work.
Features
Compliance workflow automation
Configure a compliance agent to run review work inside the firm’s defined rules and reduce manual queues.
Client onboarding and engagement
Coordinate prospect onboarding and ongoing client-engagement work across existing firm workflows.
Portfolio research and preparation
Use portfolio-intelligence and research agents to support analysis, strategy work, and annual-review preparation.
Pros
- A single operating layer can coordinate compliance, portfolio, client-engagement, and research workflows instead of adding another isolated point tool.
- The audit and configuration stages adapt agents to the firm’s existing stack and compliance rules, reducing the need to redesign every workflow around generic software.
- The stated 90-day rollout gives firms a defined path from workflow mapping to live deployment.
Cons
- Paid, limited-availability access may slow procurement and excludes teams seeking an immediately available free plan.
- The 90-day audit, configuration, and deployment process requires more time and organizational involvement than a self-service app.
- Connecting agents to existing workflows and compliance rules creates integration and governance work before the system can operate end to end.
Pricing Plans
RAFA PRO
- AI workflow audit
- Agent configuration and integration
- Deployment over a stated 90-day process
* Pricing information is for reference only. Please refer to the latest announcement on RAFA PRO's official website.