Move into the centre of your client’s world
The SME business is often fully entwined with the owner’s personal finances. Accountants who focus narrowly on the needs of their clients’ businesses will lose out.
RQ powers seamless collaboration with like-minded financial planning professionals, enabling you to provide a more comprehensive service to your clients.
Seamless collaboration with financial planners
RQ enables you to identify when your client would benefit from financial planning support.
Our diagnostic tools give you the confidence to unearth your client's financial needs, with ease.
RQ integrates with your existing processes and workflows.
Connect with trusted financial planners.
RQ’s rigorous due diligence process provides an objective means of comparing prospective financial planning partners.
Our vetted community empowers you to find and build a panel of independent, client-centric professionals you can trust and collaborate with.
RQ’s referral management system drives transparency and gives you full visibility. Our platform facilitates a consistent, firm-wide approach to helping clients with their personal finances.
When you introduce a client using the RQ platform, you remain in control and are always kept up to date.
The rules surrounding regulated financial advice are confusing and complex.
RQ’s platform ensures compliance and a consistent firm-wide referral process, giving peace of mind that you are acting professionally and within your professional codes and the DPB regime.