The collaboration platform
Introducing the fully-compliant way to manage referrals. Get close to your clients, transform referrals, supercharge advisory.
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As featured in
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Identify
Pinpoints clients that would benefit from Investment Business advice.
Pinpoints clients that would benefit from Investment Business advice.
Comply
Referral wizard helps you follow DPB handbook rules when referring to FCA-regulated firms.
Referral wizard helps you follow DPB handbook rules when referring to FCA-regulated firms.
Unlimited
Your firm can use the platform with unlimited users and other firms.
Your firm can use the platform with unlimited users and other firms.
Grow
Create a profile for your firm on the RQ network and attract client referrals from other professionals.
Create a profile for your firm on the RQ network and attract client referrals from other professionals.
Peter Hollis
Principal & Owner, Hollis & Co
(former ICAEW Council Member)
“The RQ collaboration platform should help us all to sleep easy.”
Principal & Owner, Hollis & Co
(former ICAEW Council Member)
“The RQ collaboration platform should help us all to sleep easy.”
Really get to know your clients.
Align business with personal.
Accountants who understand their clients' personal financial goals and objectives can better anticipate needs, offer more comprehensive advice, and deliver more value for clients.
Understand the individuals behind the 'Ltd'
Surface insights into the individual directors and owners who drive the businesses you advise.
Generate insights, take action
RQ will generate actionable insights to help your team improve your services, inform your advisory offering, or to generate referrals to other advisers.
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Distribute to your entire client base in minutes
You can distribute RQ in seconds to your clients with your firm's unique link, or you can integrate it into your firm's onboarding process or annual review cycle.
Manage and expand your referral network
Refer your clients with confidence to a robust and trusted network across multiple professions. Manage and expand your network, access due diligence on partners, and never lose line of sight to your shared clients.
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Monitor firms you work with
RQ provides access to data from key sources, ensuring you have the tools to monitor and conduct due diligence on the firms you already work with.
Partner with the best
RQ Certified is only awarded to the best financial planning firms. Leverage our in-depth due diligence to ensure you always refer your clients to only the best.
Identify new firms
Search our database of all regulated entities across multiple professions to find and evaluate new firms in your area, or nationwide.
Ensure firm-wide compliance
RQ's referral wizard is compliant by design. By using the platform to make referrals, guardrails ensure your team are always making referrals in a compliant way. Built with guidance from the ICAEW, RQ de-risks referral activity.
Enhance relationship management
Centrally manage a panel of relationships across professions and ensure your busy colleagues always make compliant referrals.
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Referrals make the world go around.
Track yours like a pro.
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