Built for professionals
For financial planners
RQ platform features
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.
Explore our vetted community of trusted professionals and collaborate with confidence.
Easily manage and develop your panel of professional connections with firm-wide, roles-based permissions.
Seamlessly make client introductions through RQ, ensuring compliance and a professional client experience every time.
Engage with other professionals around a given client. Effortlessly remain in the loop and up to date on progress.
Unlock commercial value through our easy to implement, 100% compliant commercial partnerships.
Firm-wide visibility of collaboration activity with DPB and other regulatory reporting at the touch of a button.