Client opportunities don’t exist in silos

RQ powers seamless collaboration between like-minded professionals

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Built for professionals

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For accountants

Deliver a more relevant, holistic offering. Collaborate with other leading professionals to protect and develop your firm for the future.

For financial planners

Grow your firm and help more people through closer working relationships with like-minded professionals.
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For solicitors

Help your clients access the comprehensive, high quality advice that is best for them.

RQ platform features

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Diagnostic tools

Identify clients in need of support with their personal finances. Empower colleagues to have easier, more substantive and engaging client conversations.

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Adviser due diligence

Leverage RQ’s in-depth due diligence to identify which firms you can trust, rely on and are well-suited to working with you, your firm and your clients.

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Adviser community

Explore our vetted community of trusted professionals and collaborate with confidence.

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Panel management

Easily manage and develop your panel of professional connections with firm-wide, roles-based permissions.

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Client introduction

Seamlessly make client introductions through RQ, ensuring compliance and a professional client experience every time.

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Case management

Engage with other professionals around a given client. Effortlessly remain in the loop and up to date on progress.

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RQ Partnerships

Unlock commercial value through our easy to implement, 100% compliant commercial partnerships.

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Reporting

Firm-wide visibility of collaboration activity with DPB and other regulatory reporting at the touch of a button.