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.

Detailed Client Notes

Quill automatically captures every detail so you never miss an action item or commitment.

Instant Follow-up Emails

Verify Details

Compliance Safeguards

RIA FAQ

Are Quill transcripts considered "books & records" under SEC Rule 204-2?

How does Quill handle data privacy?

Can I customise Quill for my firm?

How does AI note-taking impact junior associates' learning?

How do I get started?

This summary is for informational purposes only and does not constitute legal advice. RIAs should confirm their obligations with counsel.

Transform Your Meetings and Post-Meeting Work Today

Linux is coming

We're building a Linux version of Quill. Drop your email and we'll let you know the moment it's ready.