The First AI-Native MSP

RFA is launching its next-generation, AI-powered platform, a rebuild of the service model that integrates a purpose-built AI layer. It introduces a new Managed AI offering that lets firms adopt AI while staying compliant and secure, embeds AI across current services to improve their speed and quality, and delivers a redesigned platform with upgraded client tools.

Why we built an AI layer

For more than 35 years, RFA has operated inside the constraints of the financial services industry: regulatory oversight, standards for system availability, and sensitive data that live in controlled systems. In this environment, most AI tools are a poor fit for hedge funds, private equity firms, or asset managers. A generic copilot sends prompts to a third-party model without audit trails, access controls, or human oversight, introducing new sources of risk.

RFA spent the past year rebuilding the platform around an AI layer that sits beneath every product: IT services, security, cloud, compliance, and development. The architecture is the foundation of the new platform, and what distinguishes an AI-native MSP from one that applies AI at the surface.

Inside Managed AI: how firms can safely adopt AI

At the core of the launch is Managed AI, a program that gives firms a governed way to adopt AI. It is platform-agnostic, working across Claude, ChatGPT, and Microsoft Copilot, and is built compliance-first, keeping sensitive data protected and defensible in front of regulators and investors. The program is delivered across three tiers.

Tier 1: Intro Projects. A set of introductory projects that evaluates AI fit and prepares the foundational systems. The work starts with an assessment of the firm's readiness and risk, which informs a strategic roadmap for AI adoption. From there, RFA sets up the environment for safe use, putting the right controls and security in place before AI tools are launched.

Tier 2: Recurring Services. Once AI tools are in place, ongoing services ensure safe usage. RFA tracks tool usage and costs, generates activity reports, and trains employees on responsible AI practices. Firms get a managed AI workspace and on-demand advisory, without having to build that capability in-house.

Tier 3: Custom Engagements. For firms that want to go further, RFA can create custom agents and tools, built into existing systems under the same security standards. Tools can span reporting, reconciliation, and compliance, and offer efficiency and competitive gains.

AI enhances existing RFA services

The underlying AI layer has been improving the services RFA already delivers, and this part is easy to underestimate. Across the platform, AI agents continuously collect diagnostics from devices, networks, and cloud environments. Rather than examining each alert independently, they correlate signals across systems and act with full context.

In practice, this fundamentally changes the process for resolving issues. An anomaly on one server, an unusual login, and a spike in network latency would have previously triggered three separate tickets handled by three different people. They are now recognized as a single, related event, where the agent gathers relevant diagnostics and proposes a resolution. An RFA engineer reviews the information and decides how to proceed, so incidents that used to take hours to diagnose are now identified, and often resolved, in minutes.

This system improves over time. Every interaction feeds back into the models for detection and response, so the platform's accuracy and speed continue to improve the longer a firm is on it. RFA's engineers stay firmly in the loop for judgment calls, escalation, and continuous tuning; the AI works to make them faster and better informed at every step.

A tour of the new platform experience

The launch also brings an upgraded platform for clients, with a set of new tools for greater visibility and clarity. Here's a closer look at each.

Service Overview Dashboard

A simple, real-time view of the services RFA delivers. The page brings together key service metrics in clear terms, showing ticket trends and team responsiveness. Clients can check the state of their service on demand, giving them a continuous view of the support they're receiving and a measure of how it's performing over time.

Billing Portal

A clear, self-serve view of all paid products and services. The invoice is grouped into categories that map to services used: time and materials, Microsoft licenses and Azure, recurring services, and one-time projects. Clients can see which charges are pending and which have already been issued for the billing cycle, so no invoice arrives as a surprise.

To understand a charge, clients can open any line item and view the detail behind it, down to the specific workstations, users, or tickets covered. This makes it easy to review, reconcile, and report on spend, with full visibility into where every dollar goes.

Tickets

A clear, self-serve view of the support tickets RFA is handling, drawn from the same system its technicians work in. Clients can browse or search their tickets and check the status of any request at any time, without having to email and ask.

Opening a ticket shows the full history behind it, including every update from technicians, client contacts, and the system in order. This gives clients a clear, current record of what's been done and where each issue stands.

Live Chat

A simpler way to submit a ticket, right from inside the portal. Instead of filling out a formal request or calling in, clients can start a new ticket directly through the chat. Tickets flow into the same RFA system, giving clients a faster, easier way to raise issues.

Security

A clear view of how well protected a firm is, bringing its overall security posture into one simple summary. It covers the key areas of security, such as identity, devices, email, and cloud, and shows how the firm compares to others in its industry and how its protection has improved over time. It also highlights the risks already handled and the ones worth addressing next, giving security and compliance leads a summary they can share with a board or an auditor.

Beneath the summary are more detailed views. These show the security events RFA has investigated and how the team responded, what regular scanning finds across the firm's systems, and how up to date its computers are. Together they give firms a simple, always-current picture of where they stand and what to focus on next.

A leadership team for this next chapter

We have brought together leadership from across the industry, including:

Each brings more than two decades of experience building managed services organizations for financial firms. This team spent recent months embedded directly with RFA's engineers and clients, shaping the product decisions behind Managed AI and the platform upgrades described above.

Backed by Titan and its AI platform, the team sees real opportunity in managed services, as AI opens up new ways to deliver faster, more proactive, and more consistent service than the industry has been able to offer at scale.

Want to see it in action?

• Existing clients can reach out to their account reps to get set up with the new tools.
• Not yet a client and want to learn more? Schedule a call with us at the link below