Collaborate and
grow your firm.

Cross-referrals from other professionals are every Financial Planning firm's greatest untapped growth channel.
Two people speaking to each other about finances and RQ certified, graphic

Sources: UK Professional Services Firm, Personal Finance Society and JP Morgan Asset Management Survey, RQ Data

Collaboration Graphic

Make collaborating with your firm a joy

RQ ensures collaborating is effortless for those who currently refer to your firm and puts you front and centre of those looking to expand their network with new relationships.

Collaborating effectively is hard
Professional referrals are a powerful growth opportunity
RQ makes collaborating with your firm a joy

Showcase your credentials.

RQ objectively rewards the best financial planning firms. With RQ, Accountants and Solicitors can find the best firms, do due diligence on them, and monitor them continually.

RQ dashboard compass view

RQ shines a light on great firms

RQ aggregates data on all financial firms, ensuring other professions have the tools to monitor the firms they work with continually.

RQ dashboard compass view

An industry kitemark

RQ Certification is awarded after a rigorous due diligence process that provides an objective means of comparing prospective partners.

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Waiting List

Full access

£
99/month
Start your free trial
Full access to Compass
Full profile on RQ
Receive referrals
Send referrals
Multiple relationships
Benchmarking data & insight
Dedicated account manager

Full access

£
99/month
Start your free trial
Full access to Compass
Full profile on RQ
Receive referrals
Send referrals
Multiple relationships
Benchmarking data & insight
Dedicated account manager

Due to high demand, we prioritising onboarding those IFAs / Financial Planning firms with active referral relationships.

Join our waiting list, and we'll be in touch!

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Due to high demand, we are currently prioritising professional services firms with active existing professional referral relationships.

If you do not have any active professional referral partners today, don't worry - you can join our waiting list here:

Thank you! Your submission has been received!
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The tools to generate more more referrals

Accountants and Solicitors lack the data and processes to identify and pre-empt their clients’ needs. Compass empowers your referral partners to systematically collect data on their client base, uncovering opportunities to help.

RQ Compass Charts

Uncovering opportunities

RQ empowers teams by giving them the tools and processes to efficiently and securely collect client insights, uncover and identify needs, and take action.

RQ dashboard compass view

Actionable insights

RQ unlocks and streamlines potential referrals from your existing partners. Just plug in Compass and let RQ do the rest.

Build deeper relationships