RQ Referrals

Referral management for professional services firm. 

Comply

Built in conjunction with regulators, RQ helps ensure your firm is aligned with your firm's regulatory regime when it comes to referring clients to third parties. 

Control 

RQ gives you real-time visibility of all your firm's referral activity.  Stay in control of your referrals and keep visibility of the clients you share with other firms. RQ automatically chases for updates and ensures a better client experience.

Save time

The platform automates commission sharing, removing the need for manual work to secure client consent and raise and track invoicing. RQ integrates with your existing stack, automatically creating leads from referrals, updating partners when leads convert, and capturing critical data.