You don't know your clients as well as you could should.
Bridge the gap between your clients’ business and personal goals, collaborate with other professionals and unlock a new revenue stream for your practice.
As featured in
.png)
.png)
Really get to know your clients.
Align business with personal.
Accountants who understand their clients' personal financial goals and objectives can better anticipate needs, offer more comprehensive advice, and deliver more value for clients.
Understand the individuals behind the 'Ltd'
Uncover insights into the individual directors and owners who drive the businesses you advise.
.svg)
.svg)
Distribute in minutes
Distribute Compass in seconds with your firm's unique link, or you can integrate it into your firm's onboarding process and annual review cycle.
Generate insights, take action
Generate actionable insights to help your team improve your services, inform your advisory offering, or to generate referrals to other advisers.
Manage and expand your referral network
Refer your clients with confidence to a trusted network across multiple professions. Manage and expand your network, access due diligence on partners, and never lose line of sight to your shared clients.
Monitor firms you work with
RQ provides access to data from key sources, ensuring you have the tools to monitor and conduct due diligence on the firms you already work with.
Partner with the best
RQ Certified is only awarded to the best financial planning firms. Leverage our in-depth due diligence to ensure you always refer your clients to only the best.
Identify new firms
Search our database of all regulated entities across multiple professions to find and evaluate new firms in your area, or nationwide.
Centralise relationship management
Centrally manage a panel of relationships across professions and ensure your busy colleagues always make compliant referrals.
IFA / Financial planner
Approved
Accountant
Approved
Mortgage broker
Pending
Solicitor
Approved
Referrals make the world go around.
Track yours like a pro.
.png)