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.
Every subscription includes setup support and is available on any device
Send your clients surveys to complete at home, the office or the coffee shop
Share professional risk tolerance profile reports with your clients for them to review, sign and return to you
Add your logo and custom disclosures to surveys and client facing documents
Generate robust risk tolerance profiles with broad compliance. FINRA, SEC, FCA, OSC, ASIC and more
Incorporate additional fact finding questions to be asked at the beginning of the survey
Benefit from our digital platform and online reports. No more paper surveys or manual scoring
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.
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.
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