RAF PRO · for independent advisers and businesses
Your whole business,
in one place
Your CRM, your calculators, your documents and your client portal, connected to your directory profile. AI takes on the repetitive tasks, so your time stays with your clients.
- Hosted in Switzerland
- With your logo
- Guided set-up
Connections
Everything starts from the client file
Every tool feeds the same file: the enquiry from the directory, the simulation, the documents from the portal, the signed mandate, the maturities. You no longer search for information, it is in the file.
The client file
One record, up to date everywhere.
Modules you switch on as you need them
RAF PRO is made of modules. You switch on the ones that serve your business, and add more as your firm grows.
Your modules
Switched on one by one
Calculators
Answer in meetings, with figures to back you up.
OnBranded documents
Leave your clients a document that reflects you.
OnRates and market
Walk into meetings with today’s market.
OnClient CRM
Keep track of your clients, your deals and your revenue in one place.
OnRAFI, your assistant
An assistant to follow your contacts and clients more closely in the CRM, and for all your advice.
Coming soon
What RAF PRO produces
Documents ready to hand over
From a single entry, RAF PRO lays out the documents of your advice: for the bank, for your client, for your meetings. As PDFs, under your brand.
Every document carries your brand
Fictitious firm and advisor
Extracts from documents produced by RAF PRO · anonymised examples (in French)
Artificial intelligence
AI is coming inside your files
We build AI into the core of our solutions, for the work of financial advisors. Our AI agents are currently in beta: they prepare the work, you keep the decision.
- Documents read and filedBeta
- Five AI agents for your firmBeta
- RAFI, your assistantFirst quarter 2027
Uploaded document
Beta · fictitious example- IdentifiedSalary certificate
- CheckedLegible and complete
- FiledFile · Income
You approve, the file moves forward
Data security
Your clients’ data, protected in Switzerland
A financing file holds the most confidential information your clients have. RAF PRO is built to protect it.
Hosted in Switzerland
RAF PRO data is hosted in Zurich.
Encrypted data
In transit and at rest.
Role-based access
Each member of your team sees what their role allows.
One space per firm
Your files are kept separate from those of other firms. Your data remains yours.
You stay independent
Your clients stay yours
Your company, your brand, your data.
0 % commission
We take nothing on your files.
Hosted in Switzerland
Protected data, controlled access.
Your team included
Roles for your advisers and assistants.
Not in the directory yet?
Receive enquiries from your cantons
Apply to the RealAdvisor Finance directory and gain visibility with homeowners and buyers looking for your expertise.
Frequently asked questions
Does RAF PRO replace my current tool?
It can. We import your contacts and files during set-up and configure RAF PRO around your activity.
How much does RAF PRO cost?
RAF PRO works on a subscription basis, depending on the size of your business. We present the terms during the demo.
Where is my data hosted?
In Switzerland, with controlled access. Your data and your clients’ data belong to you.
Can I keep my brand?
Yes. Your documents carry your logo and your colours. You stay independent.
How does the demo work?
Thirty minutes with a member of our team. We show you RAF PRO based on the way you work.
Discover RAF PRO in 30 minutes
A demo based on your activity and your files, with a member of our team.