Quillar handles document intake, form filling, compliance output and e-signature — so advisers spend less time on admin and more time on advice.
Quillar ingests multiple documents at once and turns them into clean, canonical data.
Capture a client's details once and reuse them across every form.
One canonical record with provenance. The highest-confidence or adviser-confirmed value always wins.
Field names are matched by meaning, not exact text — understanding word order and compound names.
For fillable PDFs: click a field on the real form and choose the client value. Mapped fields turn green.
For flat PDFs: values are located by label and stamped in place, with auto-detected font size.
Update the golden record and regenerate any document with one click.
Author Word templates with {{placeholders}} that fill from the same canonical data.
Generate the paperwork your advice process needs — populated from the golden record and your brokerage details.
Every step is recorded in a tamper-evident audit log — ready for compliance review.
Track advice cases from first draft through to issued — without leaving the platform.
See cases grouped by stage with sum assured and premium totals. Open vs issued at a glance.
Move cases through Draft → Awaiting signature → Signed → Submitted → Issued (or Not taken up).
Brokerage admins see each adviser's pipeline, client count and recent activity.
Tamper-evident, tenant-scoped record of security-relevant actions — filterable by user and date.
Provision brokerages and users with strict per-tenant data isolation and role-based access.
Microsoft 365, Gmail/Workspace, generic SMTP and IMAP/Exchange — configured in-app per brokerage.
Quillar