The meeting assistant built for RIAs
Capture every client detail, stay compliant, and save hours on follow-ups.
"Quill has been infinitely helpful. There are things said in passing during meetings that, when Quill drafts the email follow-up, I realise I'd totally forgotten."
RIA COO & Advisor
Why Quill for RIAs?
Compliance. Privacy. Productivity.
Designed for RIA Compliance
Local-first recording keeps sensitive audio on-device, configurable auto-deletion of transcripts, and end-to-end encryption built-in.
Highlights & Personal Notes
Focus Quill on what's most important with 1-click highlights and an always-available notepad for quick thoughts. Quill gets the details.
AI-Power, Human Control
No bots auto-emailing your clients or misinterpreting your words. Quill is your trusted assistant capturing details and drafting follow-ups, not a replacement.
Bring-Your-Own LLM (Enterprise)
Run Quill entirely on infrastructure you control for complete data sovereignty.
Integrations & Automations
Connect Quill to your CRM, email, and other tools to automate your workflow and auto-archive communications.
Custom prompts and templates
Tailor Quill for your team with custom prompts and templates for your firm's unique needs and existing playbooks.
Features RIAs love
Quill automates documentation, follow-ups, and compliance tasks so you can focus on advice, not admin.
RIA FAQ
This summary is for informational purposes only and does not constitute legal advice. RIAs should confirm their obligations with counsel.