Personalized financial answers at scale
Experience next-gen financial answers — all the benefits of AI, none of the liability. Transparent, rule-based solutions for forward-thinking financial institutions.
In retirement, which assets should I use first?
Does a SEP IRA make sense for me?
Should we have an HSA?
In retirement, which assets should I use first?
Where should I put money if we are saving to purchase a house?
When should I claim Social Security?
What type of IRA should I open?
Can I convert a traditional IRA into a Roth?
Does a SEP IRA make sense for me?
How much do we need to retire?
How can we avoid RMDs?
What is my capital gains rate?
What is the tax advantage of donating stock?
Can I convert a traditional IRA into a Roth?
Does a SEP IRA make sense for me?
What is the tax advantage of donating stock?
Guide with confidence, not guesswork
Taffrail's Answer API integrates directly into your products, combining automated precision with your existing content. Unlike typical AI, our rules-based system provides auditable, consistent financial guidance while maintaining ironclad compliance - giving both institutions and their clients peace of mind.
Designed for compliance
Yes, even by your legal team and the SEC. Our readable, logical rules are easy to review and test. Every API call is archived, allowing compliance and product teams to track advice, assumptions, user inputs, and click-throughs.
Conversational interfaces
Our API has native support for conversational interfaces, allowing you to integrate with virtual assistants, such as chatbots and Generative AI.
Scalability built in
Built on AWS by a team with decades of experience in high-performance financial systems, Taffrail's API is fast, secure, scalable, and effortless to integrate — delivering the performance you expect.
Seamless integration, instant results
Integrate Taffrail into your existing apps to provide clients with compliant recommendations and guidance. Every rules-based output in our decision tree is mapped to a unique URL. This means integration is as simple as pasting a link — no complex coding required.
CMS-Friendly Implementation
Taffrail works seamlessly with popular CMS platforms by supporting the industry standard for embedded content (oEmbed).
Just paste, publish, and go live!
Technical and financial expertise
Taffrail's founding team comprises veterans of the financial services industry, all with extensive experience in technology at scale.
The Taffrail Tide
Evergreen personalized financial content
Government agencies will update 2025 tax & benefits data. Taffrail auto-updates this info for accurate AI responses without retraining costs.
Personalized educational content meets investors where they already are
Smart investing deserves smart answers! Taffrail's rules-based AI personalizes financial education to match each investor's needs, turning generic advice into tailored guidance that works.
Provide a better experience with Taffrail.
Ready to learn more about how Taffrail's Answer-API can help? Get in touch or schedule a free demo.