See our innovative Risk Profile and Past Performance reports by entering your email below
We can help you accurately match your client’s risk tolerance mindset to their investments to ensure that your advice is suitable and they are happy throughout the boom bust cycle.
Your client's risk tolerance mindset is hidden deep in their psychology, but is the greatest determinant of how happy they will be with your advice during downturns, not to mention a regulatory requirement.
Our riskTRACK™ methodology is a robust psychometric survey that measures risk tolerance mindsets, providing reliable risk tolerance profiling with documented accuracy.
By accurately measuring your client's mindset you will be empowered to make confident recommendations, while being assured that you are leveraging the forefront of academia and financial technology.
riskTRACK™ helps make your advice smarter by methodically assessing your client's risk profile with a validated and reliable tool. This makes for suitable, compliant recommendations.
Your client's risk tolerance mindset is hidden, but understanding it is crucial to how happy they will be with your advice. Make smarter and more appropriate recommendations with our validated methodology.Learn More →
Recommend with Confidence
riskTRACK™ has been published in the Journal of Risk Finance as a validated method of eliciting risk tolerance. Make recommendations with confidence that you are robustly assessing risk tolerance.Learn More →
Protect Your Business
Globally, regulators are scrutinising how firms are assessing risk tolerance. Can you prove your current methods are actually measuring risk tolerance? We can.Learn More →
Deep client insights are what keep our clients coming back. In 20 years of advising, Stackup Risk is the best fintech risk profiling solution I've seenRichard Sheargold - Stonebridge Capital
By accurately measuring your client's mindset with Stackup you will be empowered to make recommendations with renewed confidence, while being assured you are leveraging the forefront of academia and financial technology. Client's who are comfortable throughout the cycle are clients for life.Get Started How it Works