Chartered accountancy body to boost IFA client referrals with new deal

Accountants and advisers able to collaborate through online platform

Isabel Baxter
clock • 1 min read

Following an 18-month collaboration, the software was designed to give Chartered accountants a greater insight into the financial needs and goals of their clients, and to provide a space for collaboration. ICAEW and RQ noted that referrals from accountancy firms are an "essential source" of new clients for IFAs, mortgage brokers and other professionals, but "remain largely untapped". The RQ platform removes the impediments that have "historically hampered" referral activity and collaboration, including accountants lacking the data on their clients' personal circumstances, uncertainty ...

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