Financial Questions, Precisely Answered
Provide compliant, precise answers on regulated topics with confidence. Taffrail’s deterministic rules engine ensures transparency and consistency — built for financial institutions and wealth managers who prioritize precision and trust.
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 rules, not guesswork
Taffrail’s Answer API brings precision to scale by integrating automated, compliant answers into your products crafted from your own trusted content. Built on a deterministic, rules-based system, it redefines how financial institutions and wealth managers deliver consistent value and client trust.
Designed for compliance
Taffrail’s transparent, rules-based framework is built for legal teams and trusted by the SEC. Every API call is archived automatically, giving compliance and product teams a complete audit trail of answers given, including client inputs and actions.
Tailored for precision
Taffrail’s conditional chips let users personalize assumptions and inputs without distraction or tedious reprompting. Seamlessly integrated into the content, each chip highlights relevant information that updates recommendations instantly as users adjust their data.
Built for scale
Engineered and hosted on AWS by leaders in high-performance financial apps, Taffrail’s API delivers the speed, security, and effortless scalability modern institutions expect — designed to grow with your demand, support your evolving needs, and integrate seamlessly wherever you need it.
Seamless integration, instant results
Seamlessly integrate Taffrail’s content into your apps to deliver compliant, precise answers. Each rules-based output is mapped to a unique URL — making deployment as easy as sharing a link, with no heavy development work or resources 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.
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.