Welcome Aboard 👋

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

Taffrail has built this API that brokerages and banks integrate into their existing apps to provide their clients with compliant recommendations and guidance.

Getting Started

We've got a Hello World recipe to illustrate how easy it is to get started.

If you are ready to go deeper, read about Advice as a Service and beyond.

We're here to help!

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

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!