A collaborative ecosystem
Invite existing connections and identify new ones, collaborate with other professionals, enjoy firm-wide visibility and much more…
DIAGNOSTIC TOOLS Beta
Identify clients in need of help
Designed by some of the most experienced and highly-qualified Chartered and Certified financial planners in the profession, our diagnostic tools empower accountants and solicitors to easily identify which of their clients might benefit from personal financial planning support.
Find and connect with professionals
Filter financial planners based on qualifications, accreditations, specialisms, location and more.
Our due diligence and easily searchable, vetted professional community helps you to identify which financial planners are best suited to working with you and your clients.
ADVISER DUE DILIGENCE
RQ Certified: a mark of quality
RQ Certification offers a multi-dimensional view of a financial planning firm, detailing its regulatory track record and reputational standing. The process involves an in-depth look across each of the following areas:
- Regulatory history
- Services and independence
- Client base
- Team and qualifications
- Business fundamentals and governance
Our ratings are updated on an ongoing basis and give professionals confidence to connect with like-minded, high-calibre financial planners.
Easily manage your panel across the organisation
Retain data on and control of client referrals. Empower colleagues to build their own adviser relationships without compromising management oversight and visibility.
Easily add or remove planners from your firm’s approved panel.
Introduce clients to other carefully selected professionals in a seamless, compliant manner.
Easily capture client consent and ensure that each and every introduction adheres to the relevant rules.
Always up-to-date and in good order
Know where matters are and where they are heading, and maintain a valuable compliance audit trail.
Ensure you stay on the right side of the rules and do not stray into providing regulated advice.
RQ PARTNERSHIPS Beta
Commercial partnerships without the hassle
Joint venture agreements can be costly to set up and administer; fee sharing agreements can sometimes feel uncomfortable and compromise the collaborative relationship.
RQ Partnerships takes the pain out of commercial partnerships with other professional services firms and makes everything simple and smooth, so you can get on with looking after clients and growing your business without discomfort or distraction.
Reporting at the click of a button
Easily see a snapshot of firm-wide referral activity including which referrals are ‘stuck’ and in need of following up.
For accountants, end-to-end DPB licence reporting at the click of a button.