Workflow automation that can actually handle the complexity of your business.
Workflow automation that can actually handle the complexity of your business.
Build, deploy, and monitor your AI workforce in a single connected application
so you can spend less time managing your business and more time growing it.
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but outdated software is holding you back.
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built specifically for Financial Advisors.
stack through a growing list of
pre-trained resource agents.
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Safe, Secure, and Compliant
SOC 2 certified with continuous third-party monitoring.
Seamless Integration
Connect to your existing tech stack in minutes.
Continuous Learning
The more you interact with your agents, the better they become.
Straight from our users
"The work that QuAIL is doing is revolutionizing how financial advisors operate, and is ushering in a new era of precision & efficiency in the field."
Chris Evans
"Andrew is a highly evolved technician leveraging enormous amounts of data to assist the financial advisor community in efficiently managing their clients’ portfolios."
David Malone
“QuAIL consistently introduces innovative ideas and fearlessly explores unconventional solutions. Their visionary outlook pushes the boundaries of what's possible in AI.”
John Van Allen
We're QuAIL, nice to meet you
At QuAIL, we operate at the intersection of AI and Quantum Computing to create powerful software solutions to industry problems. We are committed to empowering businesses with cutting-end technology to elevate decision-making and improve outcomes.
QuAIL needed to exist
Andrew Fischer
Founder and CEO, QuAIL Techonologies
Previously, BlackRock & Bank of America
A note from our Founder:
I know what it's like to grapple with the complexities of modern challenges—whether it's investment management fraught with uncertainty, agricultural practices burdened by inefficiencies, or healthcare systems struggling to keep pace with evolving needs.
In today's rapidly evolving world, traditional approaches often fall short in addressing these multifaceted issues. Whether it's optimizing investment portfolios, enhancing agricultural practices, or revolutionizing healthcare delivery, the need for advanced technologies to tackle these challenges has never been more pressing.
That's where QuAIL Technologies steps in. As a pioneering quantum artificial intelligence lab, we recognize the urgency of these problems and take full ownership of finding groundbreaking solutions.
Through our innovative approach, we empower users to make more informed decisions, and inject opportunities to revolutionize how you innovate. This is our promise to you—a world where complex problems that are met with equally innovative solutions, leading to a brighter and more prosperous future for all.
Need help?
Don't worry, we got you. Here are some answers for your questions.
QuAIL is an AI-agent based automation platform for financial advisors that is more flexible than logic-based automation, more efficient than manual execution, and cheaper than hiring additional staff. Benefit from:
Agentic process automation
Pre-trained resource agents
Safe, Secure, and Compliant digital infrastructure
We are confident they will. We built Quail with compliance in mind and have taken various measures to ensure ongoing alignment with the latest industry standards. The NIST AI Risk Management Framework is integrated into our internal development process and we also provide these resources to our users.
QuAIL Technologies adheres to comprehensive security practices designed to protect and manage your data effectively. Here are some key aspects:
Data Protection: All customer data is encrypted both at-rest using AES-256 and in-transit using TLS 1.2 to ensure data security.
Cybersecurity Practices: We have documented cybersecurity practices available at our. This includes quarterly vulnerability scans and annual penetration testing.
Data Center and Server Security: Our servers are hosted on the Google Cloud Platform which uses a multi-region US-based server network, enhancing data availability and reliability.
Incident Management: We have detailed incident management protocols and immediately communicate any cybersecurity breaches with customers in accordance with GDPR requirements. We also ensure a rapid response and resolution process, with action taken within 24 hours of an incident.
Compliance and Certifications: We are SOC 2 certified, and actively pursuing GDPR compliance. We also partnered with Vanta for constant third-party monitoring.
Not at all. Quail is designed to add immediate value with minimal setup required. Seamlessly integrate with data aggregators, CRMs, and more to realize the full potential of the platform. Wondering about a specific integration? Let us know!
Yes! While Quail does not interact directly with clients, the content generated can be used to assist with ad-hoc client inquiries, periodic performance and risk reviews, and much more. We built Quail with compliance in mind. All AI-generated content is time-stamped and securely stored, with input data and rationale recorded, to ensure all responses are backed by sound logic and verifiable data sources.
Quail can assist with a range of advisory-related tasks,From research and data analysis to document creation and stakeholder communication. Whether you are looking to stay on top of the latest news and understand how it will impact your client’s portfolios or you want to provide clients and prospects with tailored portfolio insights, Quail can help.