Risk Tolerance Defined

Effortlessly leverage our proven, validated riskTRACK™ methodology with riskAPP

Discover riskAPP Features
Read mindsets

Send surveys, generate risk tolerance profiles
Anytime, on any device

Stackup riskAPP is a cloud based application that allows you to send surveys and generate risk tolerance profile reports for your clients. Available on smartphone or desktop, you can send and review reports anytime, anywhere. Leverage our riskTRACK methodology via riskAPP for effortless, smart and compliant advice.

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riskAPP features

Every subscription includes setup support and is available on any device

Test Anywhere

Send your clients surveys to complete at home, the office or the coffee shop

Client Portal

Share professional risk tolerance profile reports with your clients for them to review, sign and return to you

Custom Branding

Add your logo and custom disclosures to surveys and client facing documents

Globally Compliant

Generate robust risk tolerance profiles with broad compliance. FINRA, SEC, FCA, OSC, ASIC and more

Add Questions

Incorporate additional fact finding questions to be asked at the beginning of the survey

Save Time

Benefit from our digital platform and online reports. No more paper surveys or manual scoring

For Everyone

Intuitive surveys for robust results

Our survey has been designed for usability. This means that regardless of your client's level of financial sophisitication, you can be assured that riskAPP will produce accurate and reliable results.

Connect Anywhere

Risk analytics in the office or on the road

The full Stackup suite is optimised for desktop and mobile use. This means that you can access it anywhere, on any device and all data will be synchronised across your team. Assess your clients while having your morning coffee or examine your colleagues scores while at the office. We're committed to delivering flexible technology that adapts to you.

riskAPP Pricing

Solo

$40 per month

  • 1 Advisor
  • Risk Tolerance Surveys
  • Risk Profile Reports
  • Client Portal
  • Remote Signed Document Upload
  • Return Expectation Reports
  • Add Custom Questions
  • Survey Whitelabelling
  • Team Access Admin
  • Integrate into your website
  • Custom comfort portfolios

Firm

$80 per month

  • 5 Advisors
  • Risk Tolerance Surveys
  • Risk Profile Reports
  • Client Portal
  • Remote Signed Document Upload
  • Return Expectation Reports
  • Add Custom Questions
  • Survey Whitelabelling
  • Team Access Admin
  • Integrate into your website
  • Custom comfort portfolios

Enterprise

$POA per month

  • Unlimited Advisors
  • Risk Tolerance Surveys
  • Risk Profile Reports
  • Client Portal
  • Remote Signed Document Upload
  • Return Expectation Reports
  • Add Custom Questions
  • Survey Whitelabelling
  • Team Access Admin
  • Integrate into your website
  • Custom comfort portfolios

Starter

$50 per month

  • 1 Advisor
  • Risk Tolerance Surveys
  • Risk Profile Reports
  • Client Portal
  • Remote Signed Document Upload
  • Return Expectation Reports
  • Add Custom Questions
  • Survey Whitelabelling
  • Team Access Admin
  • Integrate into your website

Firm

$100 per month

  • 5 Advisors
  • Risk Tolerance Surveys
  • Risk Profile Reports
  • Client Portal
  • Remote Signed Document Upload
  • Return Expectation Reports
  • Add Custom Questions
  • Survey Whitelabelling
  • Team Access Admin
  • Integrate into your website

Enterprise

$POA per month

  • Unlimited Advisors
  • Risk Tolerance Surveys
  • Risk Profile Reports
  • Client Portal
  • Remote Signed Document Upload
  • Return Expectation Reports
  • Add Custom Questions
  • Survey Whitelabelling
  • Team Access Admin
  • Integrate into your website

Start your free trial for smarter, confident recommendations and happier, lifetime clients

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

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