From conversation to compliant advice.
Quilla uses AI to turn your meeting transcripts or notes into structured, compliant Records of Advice, so you can spend less time writing and more time with clients.
Save hours
on admin
Turn meeting notes or transcripts into a structured draft in minutes.
Compliant by design
Aligned to FAIS record-keeping requirements, with source referencing and a full audit trail.
Stay focused
on clients
Less time writing, more time building relationships.
Your data, your control
Records are private to your account, and you sign off every one.
I'd like to retire around 60, and I want to make sure I can maintain a similar lifestyle. Education for the kids is also a big priority for us.
Great. Let's talk through your current investments…
I'm also concerned about tax and making sure we're structured efficiently.
Retire by age 60 while maintaining a similar lifestyle.
Retire at 60 on about 70% of current income. Fund university education from 2031. Structure tax-efficiently.
Employer pension fund, legacy RA (2011), discretionary unit trusts.
Every insight links back to the moment in the meeting it came from.
Resolve each item, or record why it doesn't apply.
AI that understands the bigger picture.
Quilla identifies key objectives, risks, needs and facts from your meetings, and helps you draft a clear, structured Record of Advice, with every point traceable to the source.
Practical. Reliable. Made for you.
Add your notes
Paste a transcript or your meeting notes into Quilla.
AI drafts your RoA
Quilla structures the content, highlights gaps, and suggests compliant wording.
Review and finalise
You stay in control. Edit, sign off, and export a polished RoA.
brighter
futures.
“We're inviting a small group of South African practices to shape Quilla. Pilot practices use it free and have a direct say in what we build next.”
Simple pricing per advisor.
Quilla is free while we run our pilot. This is the pricing we plan to launch with.
Free during the pilotSolo
For an independent advisor
- Unlimited Records of Advice
- Compliance checks and re-checks
- Improve with AI on every section
- Word and text export
Practice
For practices with two or more advisors
- Everything in Solo
- Your practice template and branding Soon
- Compliance officer review Soon
- Shared record library Soon
Network
For licensed FSPs and advisor networks
- Everything in Practice
- Checks tuned to your framework Soon
- Onboarding for your advisors
What advisors ask us.
Does Quilla give financial advice?
No. It documents advice you've already given, using only your notes. It never suggests products or judges suitability, and anything missing from your notes is marked as not captured.
Does it replace my compliance officer?
No. Quilla flags common record-keeping gaps before your compliance officer sees the file, so fewer come back to you. They still review your records.
What does “Improve with AI” do?
It rewrites a section in clearer, more formal wording using only the facts already in that section and your notes. It never adds new facts, and you can undo it.
What happens to my clients' information?
Records are private to your account. To draft a record, your notes are sent to an AI model that writes it. Include only what the record needs, and leave out ID and account numbers.
Can I record meetings in Quilla?
Not yet. Paste a transcript from the recording tool you already use, with your client's consent. Built-in recording is on our roadmap.
What if I disagree with a flagged item?
Mark it as not applicable and say why. Your reason is kept in the record's history and included in the export.
Ready to see what Quilla can do for you?
Join South African financial advisors using Quilla to create compliant, high-quality Records of Advice, faster.