Overview
RQ for financial planners
Collaborate with professionals.
Grow your firm.
2nd
largest source of new clients for financial planners is from professional referrals
80%
of accountants say they could materially increase the number of clients they refer to financial planners
43%
of solicitors refer at least one client a month to a financial planner
Make collaborating with your firm a joy
Connect
Power the growth of your firm
Join our growing community of like-minded, client-centric professionals to build and deepen collaborative relationships.
Use RQ to deepen collaboration with existing professional connections and establish new ones.
Empower
Identify your next clients
The busy accountant and solicitor often struggles to identify which of their clients might need, want and enjoy financial planning support. Most lack the knowledge, confidence or time to engage with their clients on personal finance matters.
RQ’s tools and content help your professional connections identify your next client.
Collaborate
Facilitate effortless client collaboration
When introducing clients to a financial planner, professionals want a seamless experience for their clients and to remain in control and be kept up to date.
RQ facilitates effortless client introductions and collaboration – delivering superior client outcomes.
Pricing
Basic
£99/Mo
per FCA-registered adviser
- Basic profile
- Receive referrals
- Make referrals
Growth
£199/Mo
per FCA-registered adviser
- Everything in Basic, plus:
- Premium Profile
- Benchmarking data and insight
- Dedicated account manager
Coming soon
Supercharge
£249/Mo
per FCA-registered adviser
- Everything in Growth, plus:
- Access to white-labelled content
- Access to RQ events
Enterprise
Custom pricing
for companies with more than five advisers