Seamlessly manage your firm's professional referrals, access due diligence on partners, and really get to know your clients - using one compliant platform.
Diagnose your clients' needs
RQ empowers teams with the tools and processes to efficiently and securely gather insights on their clients' personal goals, concerns, and wider needs.
RQ ensures your team is always compliant when it comes to referrals. Remove regulatory uncertainty, implement a firm-wide relationship panel, and generate an audit trail.