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 training is provided?
Category: Getting Started
We provide hands-on training sessions as part of onboarding, tailored to your firm's specific workflows and use cases. Training covers how to send and receive referrals, manage relationships, use the Outlook app, and access reporting. For larger firms, we can run separate sessions for different teams or offices. We also provide follow-up training as you expand your use of RQ.