Advice as a Service

Personalized financial advice, delivered through your application

Taffrail offers the industry's first API designed explicitly for financial advice — "Advice-as-a-Service." Our APIs allow brokerage firms and banks to add objective, tailored recommendations to their existing apps while complying with all regulatory obligations.

How It Works

Your application calls the Advice API with an Advice Set identifier and any known user inputs.
The Rules Engine evaluates the rules, formulas, and logic defined in Advice Builder.
The API returns personalized Advice — ready to display in your website, mobile app, chatbot, or virtual assistant.

All Advice is deterministic: the same inputs always produce the same outputs. Rules are transparent, testable, and backed by complete audit trails.

One Recommendation, Any Channel

Whether it's your existing website, mobile app, chatbot, or virtual assistant, the API is context-aware, making each integration similar but customizable. The API also supports conversational interfaces, enabling more accurate and engaging chatbot or AI solutions.

Since many recommendations programmed in Advice Builder are bite-sized and action-oriented, push notifications are another way to engage users.

Compliant by Design

All Advice is based on objective, deterministic rules and user inputs. Rules are written logically, easily reviewable, and testable. Each set of rules is backed by a digital outcome map showing all possible permutations and recommendations. This ensures compliance, and risk management teams can confidently verify adherence to all rules and regulations. Once in production, each API call is archived, allowing compliance and product teams to review any piece of advice ever given, along with assumptions, user inputs, and click-throughs.

Learn More

For more on the regulatory background behind Taffrail's approach, read about finding a safe harbor in Regulation Best Interest on Taffrail.com.

Next Steps

Environments — Understand staging and production endpoints.
Authentication — Get your API key and start making requests.
Hello World — Make your first API call.