Risk Tolerance Defined
Effortlessly leverage our proven, validated riskTRACK™ methodology with riskAPP
Discover riskAPP FeaturesRead 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.
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.
Screenshots
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riskAPP Dashboard
Add clients & view scores -
Administer Surveys
Send by email or fill face-to-face -
Review Results
Check for internal consistency -
Generate Risk Tolerance Profile
Discuss risk tolerance profiles with clients -
Upload Signed Reports
Clients sign and upload reports from home -
View Comfortable Allocation
Custom portfolios matched to client comfort -
Profiles at a Glance
Access risk tolerance scores, allocations and reports -
Investment Horizons
Show clients how the market behaves with historical reports -
Savings Plans
Set realistic expectations and investment goals
riskAPP Pricing
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