Advice as a Service

Enhance your digital experience with personalized advice

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

One Recommendation, Any Channel

Whether it be your existing website, mobile app, chatbot, or virtual assistant, our API is context-aware, making each integration similar but customizable. Our API also supports conversational interfaces that are out of the box, enabling more accurate and engaging chatbot or AI solutions.

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


Any Advice generated by Taffrail's API is risk-free as it's based on objective rules and user inputs. All rules are written logically and are 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 guarantee adherence to all rules and regulations. Once in production, each API call is archived, allowing compliance and product teams to review each piece of advice ever given, along with assumptions, user inputs, and click-throughs.

A Relevant Safe Harbor

If you're interested in understanding more about the importance of relevance when giving automated advice, you can read about it on