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.
Intelliflo Office — Frequently Asked Questions
Who is the Intelliflo Office integration for?
For financial planning firms using Intelliflo Office as their back-office system who want referrals to flow seamlessly into their existing client management workflow.
Is there a cost for the Intelliflo integration?
The integration requires an RQ Professional plan and an active Intelliflo Office subscription. Once both are in place, you can connect the systems in a few minutes.
What information syncs between RQ and Intelliflo Office?
When you log a referral in RQ, client details, service referred, and notes are pushed into Intelliflo Office. Status updates, fee values, and lifecycle changes sync back to RQ automatically.
How does RQ match clients with Intelliflo records?
RQ checks for a matching Intelliflo Office client using the client's email address. If a match is found, the referral links to that record. If no match is found, RQ creates a new lead in Intelliflo Office.
Is the Intelliflo integration secure?
Yes. All data is encrypted, and RQ is designed for regulated firms handling sensitive client information. The integration maintains full audit trails for compliance.