You don't know your clients as well as you could should.

Bridge the gap between your clients’ business and personal goals, collaborate with other professionals and unlock a new revenue stream for your practice.
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Move closer to your clients without adding to your workload.

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.

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Distribute in minutes

Distribute Compass in seconds with your firm's unique link, or you can integrate it into your firm's onboarding process and annual review cycle.

Generate insights, take action

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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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.

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.

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Identify new firms

Search our database of all regulated entities across multiple professions to find and evaluate new firms in your area, or nationwide.

Centralise relationship management

Centrally manage a panel of relationships across professions and ensure your busy colleagues always make compliant referrals.

Financial planner

Approved

Accountant

Approved

Mortgage broker

Pending

Solicitor

Approved

Build deeper client relationships