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.
Why use approval workflows?
Category: Approval Workflows
Approval workflows give firms confidence that referrals are appropriate and compliant before they go out. Common reasons to use them: • Oversight of junior staff referrals • Review referrals to new or high-risk partners • Commercial control over high-value referrals • Demonstrate governance to regulators