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.
Plannr — Frequently Asked Questions
Who is the Plannr integration for?
For financial advisers using Plannr as their practice management platform who want referrals to integrate directly with their client workflows.
Is there a cost for the Plannr integration?
The integration requires an RQ Professional plan and an active Plannr subscription. Once both are in place, you can connect the systems in a few minutes.
What information syncs between RQ and Plannr?
When you log a referral in RQ, client details and referral information are pushed into Plannr. Status updates and fee values sync back to RQ automatically, keeping both systems aligned.
Is the Plannr 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.