💼 What Is RAFA.AI?
RAFA.AI is an agentic AI platform built for financial advisors and serious investors. It acts like a full team—analyzing markets, prepping portfolios, automating workflows—so you can focus on clients and strategy instead of spreadsheets.
⚙️ What Can You Do With It?
- Automated portfolio prep: It monitors accounts, sends alerts, and drafts review-ready summaries.
- Trigger-based workflows: Set RAFA to auto-rebalance, send emails, or schedule calls when conditions are met.
- In-depth research: Agents analyze fundamentals, technicals, macro trends, and even crypto—then surface key insights.
- Unified dashboard: View all client data, calendar tasks, and status updates from one centralized control center.
- Seamless integrations: Connect your CRM, market feeds, Morningstar, SEC filings and more for continuous advisor-grade intelligence.
👤 Who Is It For?
- Independent financial advisers juggling multiple clients
- Wealth management teams craving automation without losing personal touch
- RIA founders scaling advisory services
- DIY investors who want expert-grade monitoring and guidance
- Crypto-friendly advisors using both traditional and digital asset data
🔍 Use Cases That Hit Home
- Torr, a boutique RIA owner, turned review prep from hours into minutes—70 seconds flat per client deck.
- Ty, solo advisor, called RAFA “the best CFA I could never afford,” saving nights and weekends.
- Scott, scaling his practice, used RAFA to automate triggers and outreach—his team stays personal, proactive, and always on point.
🌟 Unique Features
| Feature | Why It Matters |
| Agentic AI | RAFA doesn’t just answer questions—it takes action, acting like 24/7 team support |
| Custom workflows | Launch automated sequences for anything—from onboarding to tax season prep |
| Advisor-focused design | Built from the ground up for client engagement, not generic workflows |
| Enterprise integrations | Syncs with your existing CRM, data feeds, calendar and more—no switching apps required |
| Crypto support | From stocks to Bitcoin, RAFA covers both traditional and digital assets |
⚖️ Pros & Considerations
👍 Pros
- Saves several hours weekly
- Provides advisor-level analysis automatically
- Keeps client relationships personal and proactive
- Extremely useful for both traditional and crypto investing
⚠️ Considerations
- Tailored for advisors—less a fit for casual users
- Integration setup requires linking your data sources
- Premium pricing—book a demo to see if it fits your firm
🎯 Why You’ll Love It
RAFA isn’t just a tool—it’s a digital colleague. Imagine prepping client reports, monitoring portfolios, and running workflows—all while actually talking to clients and growing your business. It’s like hiring a $500K team… for a fraction of the cost.
🚀 Ready to See It Work?
Book a personalized demo—watch RAFA analyze your portfolio and run an automated task flow in action.
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🗣️ Share Your Experience
Using RAFA yet? Drop a comment on your biggest time-saver or favorite automated workflow—it might help another advisor lighten their load!