The operating system for introducer-led growth
One system for regulated firms to manage introducer relationships, referral workflows and fee sharing — with central visibility and built-in governance.
What is RQ?
RQ is a referral management platform for UK professional services firms. It helps accountants, financial advisers, solicitors, and other regulated professionals send, manage, and track referrals — with built-in compliance, real-time tracking, and revenue visibility across the firm. RQ replaces spreadsheets and email-based referral processes with a structured, auditable system.
Founded in 2021 and based in London, RQ is ISO 27001 certified and trusted by nearly 1,000 firms across the UK. The platform is purpose-built for regulated industries, supporting FCA, ICAEW DPB, and SRA compliance requirements out of the box.
Key Features
- Professional Referrals — Send and receive referrals between firms with structured workflows, consent capture, and outcome tracking. Learn more
- Compliance & Audit Trail — Built-in FCA, ICAEW DPB, and SRA compliance with automatic record-keeping for every referral. Learn more
- Fee Sharing — Manage and track referral fees with transparent arrangements and auditable payment records. Learn more
- Revenue Tracking — Measure referral outcomes and revenue attribution by partner, source, and time period. Learn more
- Relationship Management — Centralise your panel of introducers and track relationship health over time. Learn more
- Approval Workflows — Configurable approval processes for referrals by partner, team, or risk level. Learn more
- Compass — Structured client discovery tool that surfaces needs and generates referral opportunities. Learn more
- Integrations — Connect with HubSpot, Intelliflo, Plannr, Xero, Microsoft 365, and Outlook. Learn more
Who uses RQ?
- Accountancy firms (ICAEW, ACCA, ICAS members)
- Financial advisers and wealth managers (IFAs)
- Law firms and solicitors
- Corporate finance advisers
- Mortgage and protection advisers
- Estate agents
Why firms choose RQ
- Compliance built in — Consent capture, fee disclosure, and audit trails are automatic, not an afterthought
- Real visibility — See every referral across your firm in one dashboard, not scattered across inboxes
- Measurable results — Track conversion rates, revenue attribution, and partner ROI with clear data
- Works where you work — Log referrals directly from Outlook without changing how your team operates
- ISO 27001 certified — Enterprise-grade security for firms handling sensitive client information
Customer results
- Centurion (financial planning) — Saves 30 hours per month managing referrals. Read the story
- Cheetham Jackson (IFA) — Manages 90+ introducer relationships with full compliance visibility. Read the story
- Nordens (top-100 accountancy) — Tracks referrals across 33 partner relationships and 32 staff. Read the story