QuillAI
Quill AI is an AI-powered tool for financial research, designed to streamline workflows, extract key information, screen stocks, and manage data efficiently for investors, using natural language processing.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Processes financial data for research
- Cloud-based with third-party data access
- No clear opt-out for training on user data
Recommendations
4- Block use with material non-public information (MNPI)
- Require legal and compliance review before use by investment professionals
- Verify data handling practices meet financial regulatory requirements
- Restrict to publicly available financial data only
Data handling
- Storage
- Cloud-based; financial research data processed remotely
- Retention
- Unknown
- Training on inputs
- Unknown
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