Quirlen joins your online, in-person, and phone meetings, and
generates a word-by-word transcript of everything that was said. You can remove the bot
at any time, and you can disable it altogether on a per meeting basis.
Billing
Bill your clients directly from within Quirlen starting at just 0.8%
for ACH.
Passwordless Client Portal
Your clients can log in to manage their tasks, exchange
files securely, and track their portfolio.
Client and Advisor tasks in one place
Our task management app lets you assign tasks to clients
that they can mark as completed using the client portal, or by just pressing a button on
the notification email.
✨ Ask Anything
Integrations
We support your stack, from CRM, to online meeting tools.
What customers are saying
Saving me hours each month. Setting up Quirlen took just a few minutes.
Their summarization feature works great, and I love being able to ask plain questions about
previous conversations.
Scott Boyles
CFP®
Super impressed with what Quirlen is building. The document parsing,
meeting notes, and synchronization features work seamlessly, and save tons of manual work.
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