Professional collaboration

Your greatest growth lever

With RQ, financial planners and advisers can generate more cross-referrals from other professionals. Unlock your firm’s greatest untapped growth channel.
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Win more clients.

Use RQ to supercharge your professional connections and grow.

of firms say they could materially increase # of clients they refer
of firms are actively looking to build new referral relationships
most important growth channel for planners today

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

Showcase your credentials.

RQ objectively rewards the best financial planning firms. Accountants, solicitors, and other professionals can identify the best firms, do due diligence on them, and monitor them continually.

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Help other firms identify the best

Accountants and lawyers struggle to identify what a good firm looks like. Gain RQ Certification to give them confidence in your firm and client proposition.

Get serious about professional collaboration

Referrals from lawyers, accountants and other professionals represent your firm’s greatest untapped growth opportunity. The size of the opportunity demands you have a deliberate strategy and the tools to support execution.

Not all relationships are equal

Some of your professional relationships are materially more impactful to your business than others. Invest in your firm's best relationships, while transforming the rest.

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De-risk referral activity for your partners

RQ's referral wizard is compliant by design. By using it with your partners, guardrails ensure referrals are always made in a compliant way. Built with guidance from the ICAEW, and in line with the SRA.

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Remove regulatory uncertainty

Referrals rules are often misunderstood, and this uncertainty hinders collaboration and referral activity by your partners. RQ removes regulatory uncertainty, unlocking collaboration.

Ease internal compliance

Compliance teams can manage a panel of relationships across professions, ensuring the firms you work with always make compliant referrals, easing the burden of working with your firm.

Financial planner

Approved

Accountant

Approved

Mortgage broker

Pending

Solicitor

Approved

Waiting list

Due to high demand, we're onboarding IFAs / financial planning firms with active referral relationships.

Join our waiting list and we will be in touch.

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Build deeper client relationships