From meeting to signed record, in five steps.
Quilla drafts your Record of Advice from what was actually said, shows you what a compliance officer would query, and keeps a sealed copy of what you sign.
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.
Step by step
- 1
Capture the meeting
Record the meeting in Quilla once your client agrees, upload the audio, import a Teams, Zoom or Google Meet transcript, or paste your own notes. Recordings are transcribed and then deleted, so only the text is kept.
- 2
Draft all 13 sections
Quilla drafts every section of a FAIS Record of Advice from the meeting, and shows the words each section came from. Anything that wasn't discussed is marked "not captured", never filled in.
- 3
Check it before compliance does
Missing fees, unconfirmed replacement costs, an unclear client decision: gaps are flagged beside the record. Fix them, or explain why they don't apply, and check again.
- 4
Sign off and seal
You confirm the record and sign it. Quilla seals a read-only copy with a digital fingerprint. If you change it later, your changes become a new version and the signed one stays exactly as it was.
- 5
Export for the client file
Download a PDF or Word document with your practice name, how each flagged item was resolved and the full history of the record.
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.