The collaboration platform
Introducing the fully-compliant way to manage referrals. Get close to your clients, transform referrals, supercharge advisory.
John Gaskell
Head of Personal Financial Planning
ICAEW
"We are pleased to have worked with RQ to design this technology platform which will enable ICAEW members to collaborate with other professionals on advisory services."
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Identify
Pinpoints clients that would benefit from Investment Business advice.
Pinpoints clients that would benefit from Investment Business advice.
Comply
Referral wizard helps you follow DPB handbook rules when referring to FCA-regulated firms.
Referral wizard helps you follow DPB handbook rules when referring to FCA-regulated firms.
Unlimited
Your firm can use the platform with unlimited users and other firms.
Your firm can use the platform with unlimited users and other firms.
Grow
Create a profile for your firm on the RQ network and attract client referrals from other professionals.
Create a profile for your firm on the RQ network and attract client referrals from other professionals.
Peter Hollis
Principal & Owner, Hollis & Co
(former ICAEW Council Member)
“The RQ collaboration platform should help us all to sleep easy.”
Principal & Owner, Hollis & Co
(former ICAEW Council Member)
“The RQ collaboration platform should help us all to sleep easy.”
Referrals drive better client outcomes and revenue growth
RQ exists for you to do it properly
Comply
Leverage RQ's compliant infrastructure to collaborate with professional introducers and ensure firm-wide adherence to regulatory rules when referring.
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Control
Stay in control of your referrals and keep visibility of your clients. RQ automatically chases professionals for updates and ensures a better client experience.
Learn moreSave time
Manage and automate commission sharing through RQ. Remove the need for manual work and automate client disclosure, consent and invoicing.
Learn more
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Integrate (soon)
Learn moreIntegrates with your existing stack, automatically creating leads from referrals, updating partners when leads convert, and capturing critical data.
Works where you do
Accessible from inside Outlook, 365, and teams as an add-in; meaning you can make, update, and receive referrals from inside your inbox, without adding to your workload.
Learn more
Referrals make the world go around.
Track yours like a pro.
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