RQ integrates with intelliflo Office to turn referral flow into measurable growth
RQ announces the Beta launch of its integration with intelliflo office, enabling advice firms to automatically structure and route referral activity...
RQ integrates with intelliflo Office to turn referral flow into measurable growth
— Integration
RQ announces the Beta launch of its integration with intelliflo office, enabling advice firms to automatically structure and route referral activity into their existing workflows.
London, 14 April 2026 - RQ, the referral management platform for professional services firms, today announces the Beta launch of its integration with intelliflo office, enabling advice firms to automatically structure and route referral activity into their existing workflows.
Professional introducer and client referrals remain the dominant source of organic growth for advice firms, yet the activity behind them is rarely structured or measured from the start.
In many multi-office and acquisitive businesses, referral flow is fragmented: introductions arrive via email, internal messages, website forms and informal conversations. Often, they are only logged once an opportunity is formally created in intelliflo office and in some cases, they are not logged at all.
As a result, firms measure referrals at the end of the process, when revenue is written, rather than at the point of introduction.
The RQ integration addresses this gap
RQ operates alongside intelliflo office as an intelligent referral layer. In its Beta phase, it detects and structures referral activity across existing channels, routes it into intelliflo office as leads and synchronises status updates back into RQ. The result is a connected referral flow that does not require introducers or advisers to change how they work.
As opportunities progress inside intelliflo office, updates automatically sync back to RQ, and professional introducers and referring clients gain visibility over the status of introductions without manual update emails or spreadsheet reporting, strengthening referral relationships and supporting sustained volume over time.
Johnny Ridd, CEO of RQ, said:
"Most firms only measure referrals once revenue is written - that's too late. By integrating with intelliflo office, we enable firms to measure referral activity at the point of introduction, which is where improvement actually starts. This Beta phase allows us to work closely with a small number of firms to refine the integration in live environments."
Nick Eatock, CEO of intelliflo, said:
"Referral activity is a critical component of organic growth for many advice firms. RQ's integration helps firms capture and connect that activity directly into intelliflo office, improving oversight while allowing advisers to continue working within the systems they already use."
Scaling referral management
As advice firms scale, particularly through acquisition, referral complexity increases. Adviser-level relationships sit alongside firm-level partnerships. Internal cross-referrals operate informally. Marketing and introducer spend can be difficult to assess with precision.
By structuring referral activity early and linking it directly to intelliflo office, firms can:
- Track inbound and outbound referral flow across offices and advisers
- Measure performance before revenue is written
- Identify stalled introductions earlier
- Provide introducers with real-time visibility
- Reduce reliance on manual reporting
- Strengthen transparency across referral relationships
Advisers continue to work inside intelliflo office as normal. There is no change of CRM and no separate case management system. RQ operates in the background, ensuring referral activity is visible and measurable from the moment it happens.
The Beta integration is available via the intelliflo store to a limited number of firms and requires a separate licence agreement with RQ.
About RQ
RQ helps professional services firms make, manage, and track referrals. It replaces informal introductions with a compliant, auditable process that works inside tools professionals already use. RQ gives firms confidence, control, and data to grow through trusted relationships.
It was built in partnership with ICAEW and industry leading professional services firms across the UK.
More at https://rq.app
About intelliflo
intelliflo is the UK's leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency. Today, intelliflo supports over 29,000 advice professionals, representing around $505 billion in assets under advice and serving more than 2.2 million clients.
Contact
intelliflo
Audrey Phillips
[email protected]
The Lang Cat
Jenette Greenwood
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07710 392303