Overview
Your client's problems & opportunities don’t exist in silos
RQ powers seamless collaboration between like-minded professionals
Book DemoBuilt for professionals
For accountants
For financial planners
For solicitors
RQ platform features
Diagnostic tools
Identify clients in need of support with their personal finances. Empower colleagues to have easier, more substantive and engaging client conversations.
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.
Adviser community
Explore our vetted community of trusted professionals and collaborate with confidence.
Panel management
Easily manage and develop your panel of professional connections with firm-wide, roles-based permissions.
Client introduction
Seamlessly make client introductions through RQ, ensuring compliance and a professional client experience every time.
Case management
Engage with other professionals around a given client. Effortlessly remain in the loop and up to date on progress.
RQ Partnerships
Unlock commercial value through our easy to implement, 100% compliant commercial partnerships.
Reporting
Firm-wide visibility of collaboration activity with DPB and other regulatory reporting at the touch of a button.