INTRODUCING

Compass

Great advice starts with great insights. Compass is RQ's personal financial health fact find, it helps you uncover what truly matters to your clients—their goals, challenges, and needs—so you can offer more tailored advice and add real value.

By identifying clients who could benefit from additional expertise, Compass makes it easy to connect them with trusted advisers in your network, boosting referral opportunities and ensuring clients get the right support at the right time.

WHY WE BUILT COMPASS

Unlock the value in your client data.

Accountants have historically faced challenges when it comes to gathering deep insights or maintaining client relationships that truly explore and understand their needs.

We built Compass to change that—helping accountants unlock the hidden value in their client data. By giving firms a complete, actionable view of their client base, Compass empowers advisers to offer more proactive and personalised services.

Whether it’s identifying new upselling opportunities, recognising clients who need referring to other specialist advisers, or ensuring no client falls through the cracks, Compass helps accountants turn data into smarter advice and stronger client connections.

Why do accountants need this data?

1) Spot growth opportunities within your client base and expand your service offering.
2) Deliver tailored advice based on real-time client information, deepening trust and loyalty.
3) Quickly identify clients who would benefit from introductions to trusted external advisers.