The future of professional
services is multidisciplinary
Clients are best served when professionals come together and collaborate on their behalf.
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Collaborate better with RQ
Seamlessly manage your firm's professional referrals, access due diligence on partners, and really get to know your clients - using one compliant platform.
Really get to know your clients.
Efficiently and securely uncover insights on your clients' personal goals, concerns, and needs.
Learn more
Manage your trusted network
Access due diligence and ongoing monitoring on partners, and manage introducer agreements.
Learn moreTransform your referrals
Track all referrals in one place, leverage compliant fee-sharing, and never lose sight of clients again.
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IFA / Financial planner
Approved
Accountant
Approved
Mortgage broker
Pending
Solicitor
Approved
Ensure firm-wide compliance
Remove regulatory uncertainty, implement a firm-wide relationship panel, and generate an audit trail.
Learn moreReferrals make the world go around.
Track yours like a pro.
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