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.
How do I create a referral?
Category: Introducer Referrals
Referrals can be created in a few clicks in the RQ app, directly from Outlook using the add-in, or by forwarding an existing email thread to RQ. No new workflow is required.