RQ helps advisory firms manage, track and grow referral activity with clarity and control. It replaces spreadsheets and ad-hoc tools with a structured, compliant, and measurable referral ecosystem.

What RQ Does
• Centralises all referral data in one place.
• Makes it easy to invite, log and track referrals end-to-end.
• Connects with key calendars and email systems to reduce manual steps.
• Gives advisers insights into referral performance and outcomes.

Why It Matters
Advisers and teams get better visibility of referral pipelines. Firms can measure the performance of partners and internal referrers. Compliance teams gain audit-ready histories. Everyone can prioritise the relationships that drive long-term growth.

Key Outcomes
• Faster, more reliable referral logging.
• Clear visibility on referral revenue and conversion.
• Improved partner engagement and accountability.
• Reduced operational risk and guesswork.

Who It’s For
Independent advisers, multi-adviser practices and professional services firms that rely on high-quality referrals for growth.

RQ

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