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Product Description
About this Product
Saves 10+ hours a week on admin work
70+ prebuilt workflow automations
Meeting prep, proactive outreach and more triggered and drafted with source data
About Quin
Quin is an AI assistant built for financial advisors and their teams. It runs the admin behind client work: drafting follow-up emails in the advisor's own voice, updating CRM records, prepping for meetings, and surfacing what needs attention before it becomes a problem. Advisors set Quin up once with their tools, their style, and their client base, and Quin takes it from there, running workflows on a schedule, on a trigger, or on demand. Quin is SOC 2 Type II certified and connects with 50+ technologies, including Salesforce, Redtail, Wealthbox, Microsoft, Google Workspace, Zoom, and RingCentral. Connected to Schwab, Quin brings account data into that same layer of work, so meeting prep, workflows, and client outreach all reflect what's actually happening in the account. Customers report saving 10+ hours a week on administrative work.
Product Details
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.