RAFA Pro

RAFA Pro: The AI-Powered Platform for Modern Wealth Management

What is RAFA Pro?

RAFA Pro is an Agentic SuperIntelligence platform designed to empower wealth advisors by automating administrative tasks, freeing up time, and enhancing client relationships. It acts as a transformation partner, embedding intelligent automation to convert lost hours into tangible revenue gains and increased enterprise value.

How does RAFA Pro work?

RAFA Pro leverages a team of "Super Agents" powered by leading foundation models and Universal Document Intelligence to:

• Transform client data into strategic relationship intelligence.
• Provide CRM insights, practice management, tax intelligence, and portfolio analytics.
• Automate workflows for prospecting, onboarding, portfolio reviews, and client follow-ups.
• Integrate with existing tools and data sources, including market feeds, Morningstar, and CRMs.

Why is RAFA Pro important for wealth advisors?

• Saves time: Advisors using RAFA Pro report an average of 12+ hours saved per week.
• Increases revenue: By converting lost hours into revenue gains.
• Improves client satisfaction: By enabling advisors to provide more personalized and timely service.
• Scales the business: By automating processes and freeing up advisors to focus on growth.

Key Features of RAFA Pro:

• Elite LLM Ensemble: Dynamically selects the best AI for each task.
• Universal Document Intelligence: Masters any file type to unlock trapped insights.
• RAFA Super Agents: Purpose-built for advisors, outperforming generic AI.
• Agentic Workflows Engine: Create and orchestrate limitless, personalized workflows.

What are users saying about RAFA Pro?

• "RAFA Pro is like having the best CFA I could never afford... We're doing more with less, growing faster than ever, and the platform just keeps getting better!" - Ty Hensley, President & Founder, Hensley Retirement Planning
• "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!" - Torr Steinhilber, President & Founder, Munro Asset Management

RAFA Pro helps financial advisory firms unlock infinite capacity and quantum scale by leveraging AI-powered automation and intelligent workflows.