Run your firm, not the paperwork
Quin handles the admin underneath your firm. The CRM stays current, the follow-ups go out, and the compliance documentation is in place — without you typing any of it.
The reality of financial advising today
Advising is the work you trained for. Logging it, documenting it, following up on it, and chasing it across systems is the work that fills your day instead.
30-60 minutes spent updating records after each client meeting
Multiple systems to update with the same information
Critical details sometimes lost between conversation and documentation
Compliance requirements that demand meticulous record-keeping
Team members waiting for task handoffs to move client work forward
Meet Quin
Quin manages the admin layer your firm depends on. The hours that used to go to logging, drafting, and updating go back to advising.
Hand Quin the work however you'd hand a teammate
Type a note, dictate a voice memo, forward an email, or invite Quin to a meeting. Quin picks up the input you're already producing and takes it from there.
The automations that keep your firm current
Drafts client emails in your voice and waits for your review
Updates the CRM after every client meeting
Creates follow-up tasks with due dates
Documents conversations for compliance
Surfaces clients who haven't heard from you in a while
The right information in the right place
CRM updates land in the CRM. Calendar items land on the calendar. Tasks land on the task list. The admin moves where it needs to go without you carrying it across tools.
You see everything before it goes out
Quin drafts and waits. You see what's been handled, what's queued for your review, and what's already gone out. The judgment calls stay yours.
What you'll gain
More time advising
Customers report 10 to 20 hours a month back. Some advisors take Fridays off. Others see an extra client a week.
Faster follow-through
The follow-ups go out the day they should, not whenever you find time on Friday.
Compliance handled
Every interaction documented and tagged in your CRM in the structure your firm uses. The audit trail stays clean without anyone keeping it that way.
A team that runs the same way
Associates, paraplanners, and admin staff stay in sync because Quin operates to the same standards across the firm.
What advisors are saying
See how Quin helps people stay organized, follow through, and move faster.
"Quin has been the tool that has changed everything."
“I’m blown away when I see Quin’s drafted emails."
"Quin is a freaking game changer."
“We’re mind-blown multiple times a day."
How financial advisors use Quin
Four moments where the admin used to pile up. Quin handles each of them so the work is finished before you'd start.
Before every client meeting
Quin handles a prep automation before every meeting on your calendar. Last conversation notes, recent CRM activity, open follow-ups, and what you owe the client are waiting when you sit down. You walk in prepared without asking.
"Quin's taking the notes, drafting up this beautiful email — way better, honestly, than I would have ever come up with."
— Dan Westfall CFP®, CFS®, Founder, Client Focused Financial
When a client emails about a life event
A client emails on Sunday night about an inheritance, a new job, or a family change. Quin reads it, drafts a response in your voice, creates a task to revisit their plan, and surfaces it Monday morning. The follow-through happens whether or not you saw the email.
"I am blown away sometimes when I see Quin's drafted emails. Where did they pull this data from? It's in my note from three years ago, or it's referenced my client's children's names who weren't even mentioned in the initial email to me."
— Meghan Roney, Managing Partner, Simard
After a client review
You wrap a 90-minute annual review. By the time the next appointment starts, Quin has updated the CRM, created the follow-up tasks, drafted the email with the projections you promised, and tagged the conversation for compliance. You review and send.
"The daily brief pulls up who's on the calendar, the backgrounds of them. It puts that in there at 7am in the morning so when I go start my day, that's one of those first emails I'm looking at."
— Dan Westfall CFP®, CFS®, Founder, Client Focused Financial
Every Friday morning
Quin sends a digest of every active client with open action items, upcoming review dates, and people you haven't been in touch with this quarter. You walk into the weekend knowing nothing is slipping.
"At 4:30 in the morning, Quin basically loads up every Monday all of my reminders. The reminders are just done. So then I just have to look at them and basically hit send."
— Justin Lotano, CDFA®, CRPC, President, Shorepoint Eealth Management
Made for the way advisors run a firm
Quin handles the details the same way you would, without taking the hours.
CRM integration
Connects with Salesforce, Redtail, Wealthbox, HubSpot, and the rest of your stack.
Team collaboration
Assigns tasks to associates, paraplanners, and admin staff with the context they need to act.
Compliance-ready
Documents and tags every client interaction so the audit trail stays clean.
Document preparation
Drafts the documents you'd write yourself — annual letters, planning summaries, year-end recaps.
