No need to wait - start benefitting from RQ before your referral partners are even signed up.

Introducer relationships can deliver huge value — strengthening client loyalty, driving growth, and opening up new opportunities. But they also come with compliance risk, and firms find them hard to manage effectively. 

During the past year, we’ve spoken to hundreds of professional firms that need and want a solution like RQ to make their referral processes much better.

But we kept hearing the same thing —

“We love RQ, but I’ve struggled to get my relationships onboard.”

Internal blockers, slow-moving partners, scattered spreadsheets and another bit of ‘new tech’ made it hard to get going. And, at times, RQ added friction instead of removing it.

We listened carefully — and spent the last six months solving it.

Today, we’re excited to launch a major upgrade to RQ that removes the barriers to getting started — giving you instant visibility and built-in compliance from day one.

Now, you can:

• Refer to anyone using just their email – no need for them to set up first
• Upload past referral data and generate a shareable link for your network 
• Track referral partner onboarding through a new dashboard
• Configure approval flows so that admins at the firm remain in control as referring is made easier

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What's new?

Refer to anyone, instantly

You can now refer to someone using just their email — no waiting for them to sign up and confirm commercial terms. RQ sends a secure invite page, and starts tracking the relationship onboarding from the first click.

• Start referring compliantly from day one
• Track all activity across the firm
• Track your network onboarding as you go

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Upload and share your data

For too long, referral data has been manually collected and buried in out of date spreadsheets, offering little visibility or strategic value. 

So, we’ve made it easy to drag and drop historic referral data into RQ. Our upload wizard helps clean, map, and structure it. You can then share it with partners and turn manual data into live insights.

• Upload past referrals in minutes
• Create a compliant audit trail
• Share data with partners, whether or not they use RQ

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Track your onboarding progress

Many firms have asked us for better visibility over who they’ve invited, who has signed up, and how engaged their referral partners are. Now, you have it.

A new dashboard with more focus on what matters. See what’s happening across your network as you refer:

• Monitor onboarding step by step
• Nudge firms and partners to take action
• See clearly what you need to set up on your account

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RQ inside Outlook is now smarter and quicker

Our upgraded Outlook add-in makes it easier than ever to send referrals directly from your inbox. And soon, it’ll automatically detect referrals being made outside of RQ — flagging any that may need to be captured or reviewed.

• Your team can refer clients in seconds via email
• Add structure without switching tools
• Catch non-compliant activity automatically

Why all this matters

We’ve eliminated the hurdles that slowed firms down. Nobody wants to wait days to refer, or understand their firm's referral activity. RQ now lets you do it all instantly.

This isn’t just a simple update; it’s a transformative shift in how RQ works and we want you to know exactly how it helps. Ready to learn more about the change? Book a call with our team and we’ll walk you through it, or sign up and start referring today.We’ve eliminated the obstacles that slowed firms down. No more waiting days to refer a client or struggling to track your firm’s referral activity.

Manage referrals in real time, with full oversight and compliance built-in from day one. 

It’s a transformational shift, and whether internal or external, there's now a place to manage this vital activity securely, compliantly, and in real time.

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