Turn your relationships into organic growth
Trusted by 1000+ leading UK firms.
Loved by innovators, industry leaders, and the Top 100.
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Unlock scaleable organic growth
Use RQ to power your referral relationships - transforming how each firm refers, ensuring compliance, and turning relationships into measurable growth. Make valuable introductions, refer with confidence, and receive quality leads.
Referrals made easy and simple
Referrals are simpler with RQ - whilst being more secure and compliant. Advisers can create new referral cases in two clicks from inside their inbox. Every intro is sent, captured, auditable, and shared.
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Track cases captured in real-time
Gone are the days of impossible to track cases across the firm. With RQ, you can see all referral activity in real-time across your firm. Monitor progress, income, and compliance with automated logs and clear case tracking.
Integrated with your existing tools
No more patchy data or manual entry. Connect RQ to your existing CRM or back-office system to automatically sync referrals as new leads. Instant access to introduced prospects where you work.
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Simple, intuitive, and invaluable
Based on thousands of conversations with great UK firms
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Features that deliver
Everything you need to run a world-class referral process at your firm.
Connect with the professionals you already work with to introduce clients, and to track and collaborate on live cases.
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Increase referrals across your firm. Makes it easy to spot needs, pass clients to the right team, and increase cross-selling.
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Give your clients an easy way to share and introduce others to your firm. Every submission is tracked and attributed.
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Detect referrals over email, keep advisers compliant without leaving their inbox. Also lets advisers refer in two clicks.
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Built-in consent flows, due diligence, and audit trails keep every referral aligned with your regulatory rules.
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Sync your referrals and relationships with tools your team already uses. Less admin, better data, invaluable insights.
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See where referrals are flowing, and which relationships are driving value. Invaluable MI that drives growth.
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Record referral revenue at each stage. See what your firm earns and where opportunities are being missed.
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Set fixed or percentage-based fees for each relationship. RQ calculates, logs, and reports everything automatically.
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As seen in...
We're making waves in the world of referrals.
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