Quillar reads your client's documents — even scans — into one canonical profile, then fills your application and advice paperwork automatically. You review, sign, and submit in minutes.
Stop re-typing the same details across FNAs, FICA, applications and medicals.
Drop in the client's documents — fact-find, ID, bank letter, payslip. Scanned or digital.
OCR and AI read each document and build a single golden record, with a confidence score per field.
Pick a template — the form is filled in place from the golden record, fully editable.
Email it, or send for secure e-signature with a tamper-evident audit trail.
Document intake, form filling, signing and case tracking — in one place.
Reads scanned PDFs with OCR & vision, classifies document types, and extracts client data with a confidence score per field.
One canonical client profile. Change a value once and repopulate every template from the same source.
Auto-maps form fields and offers visual editors for fillable and flat PDFs — upload any provider form.
Built-in ECTA-style signing with client-then-adviser flow, plus QuickSign, DocuSign and SigniFlow adapters.
Generate Record of Advice, broker disclosure and fee mandate documents — or upload your brokerage's own compliance templates.
See open cases by stage, sum assured and premium totals. Brokerage managers can drill into each adviser's pipeline.
Quillar runs on a local LLM and your own PostgreSQL database. Sensitive client information never has to leave your environment.
One platform — every feature included. Billed per active adviser, per month.
Yes. Quillar rasterises scanned PDFs and runs OCR with a vision model, then structures the text into the golden record. A clear scan of an ID, fact-find or bank letter reads just like a digital one.
Fillable PDFs (AcroForms), flat PDFs with a text layer (stamped in place), and Word documents with placeholders. Upload your own provider forms and the platform auto-maps the fields.
In your own PostgreSQL database, and AI extraction runs on a local LLM — so client data never has to leave your environment. On-premise and private-cloud deployments are supported.
Document generation is FAIS-aligned with signature blocks, and the platform keeps a tamper-evident audit trail. It is built with POPIA principles in mind, including least-privilege access and data isolation.
The platform is built on PostgreSQL for robust concurrent use and targets 50–100 simultaneous advisers per deployment.
Quillar