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.
What information syncs between RQ and Plannr?
Category: 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.