Get closer to your clients
The personal financial diagnostic tool designed to empower accountants and solicitors to become more client-centric.
Learn more about your clients, with RQ
RQ empowers teams by giving them the tools and processes to efficiently and securely collect insights from their clients, uncover and identify needs, and take action.
Learn about clients,
deliver a better experience
RQ empowers teams by giving them the tools to efficiently and securely collect insights from clients, uncover and identify needs, and take action.
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Collect actionable insights
Gather insights on your clients' financial strength and organisation, and let RQ notify you of any actions to take.
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Easy to gather, securely stored
RQ is easy to distribute, useful for onboarding or annual reviews, is GDPR compliant, and takes minutes to complete.
Diagnose the health of your clients' personal finances
Compass lets you understand individual clients' personal financial strength and organisation, giving you firm-wide visibility of the health of your client base.
Uncover more ways to advise
Compass generates actionable insights into your clients' needs, offering opportunities to add value or refer to other professionals.
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