Advice as a Service

Personalized financial advice, delivered through your application

Taffrail's Advice-as-a-Service API gives banks and brokerages a way to put objective, personalized recommendations in front of investors — inside an app they already own — without taking on the regulatory weight of writing the advice from scratch.

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 authored in Advice Builder.
The API returns personalized advice ready to render in a website, mobile app, chatbot, or virtual assistant.

The engine is deterministic: identical inputs always produce identical outputs. Every rule is reviewable, testable, and backed by a complete audit trail.

One recommendation, any channel

The same advice content renders across web, mobile, chatbots, and conversational interfaces. The API is context-aware, so each integration shares the same source of truth while staying configurable per channel.

Many of the recommendations authored in Advice Builder are short and action-oriented, which makes them a good fit for push notifications and inline prompts in addition to full-page advice.

Compliant by design

Every piece of advice is the output of an objective rule operating on user inputs. Rules are authored in plain logic, readable by compliance and risk teams, and backed by an outcome map covering every permutation. Production traffic is archived, so compliance and product teams can pull up any historical recommendation along with the inputs and assumptions that produced it.

Learn more

For background on the regulatory rationale, see Finding a safe harbor in Regulation Best Interest on taffrail.com.

Next steps

Environments — Staging and Production endpoints.
Authentication — get an API key.
Hello World — make your first request.