Getting Started

Welcome Aboard 👋 ⚓

Taffrail is the leading provider of personalized digital advice for the financial brokerage industry. We help brokers and banks bring automated, personalized advice to individual investors.

Taffrail's AI Rules Engine can give precise and compliant answers to episodic questions. Use Taffrail APIs for custom solutions, embed our Advice widget, or our AdviceLink—a branded hosted web page.

Introduction

There are several ways to integrate Taffrail into your application. Most clients start with our embed code because it offers the simplest implementation with little effort. We use the oEmbed standard to support generating dynamic embeds if your application needs them.

If you're interested in our APIs and custom solutions, you can explore our API Reference. We document our endpoints using the OpenAPI Spec, and we have a Hello World recipe to illustrate how easy it is to start.

If you are ready to go deeper, read about why we created Taffrail, then go straight to Taffrail's User Experience.

We're here to help!

This documentation is growing as we add features and functionality. Feel free to use the "Suggest Edits" link at the top right if you notice anything that could be improved.

If you get stuck, shoot us an email, visit our Support site, or use the Intercom widget on the bottom right of any page.

We're excited you're here and even more excited to see what you can build with Taffrail! 💙