The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
Who can be an approver?
Category: Approval Workflows
You can designate any team member as an approver. Most firms choose senior staff or partners who have oversight responsibility. Each partner relationship can have its own approvers, so you can tailor who reviews what.