Get Started

Start giving smarter, compliant advice for happier clients

The Stackup Plan for Better Advice

01.

Choose your connection

First, choose whether to access our survey via our cloud based application or integrate us into your existing workflow via the API.

02.

Join us for a Free Trial

Sign up for a our free 14 day trial to experience first hand the difference we can make for you and your clients.

03.

Enjoy the confidence

Leverage our robust risk mindset methodology to keep your business compliant and your advice suitable.

01. Connection Options

Cloud Application

Get started immediately with our cloud based application. Send surveys to clients, generate risk profile reports, collaborate across your team and customise the look so that clients can see your branding.

See the Application →

API Integration

Integrate Stackup into your existing application through our API. That’s all the research, methodology and robustness of Stackup Risk Scores available immediately in your current workflow.

Explore our API →

02. Join our Free Trial

  • Free 14 day trial
  • Administer surveys
  • Build client risk profiles
  • Give smarter, compliant advice

Claire Manor Stackup Support

We're here for you so any questions on setup or features please get in touch!

Contact us now →

Sign up here

Already have an account? Click Here

By creating an account you agree to our terms - Read More

Choose your plan

You are starting your 14 day free trial and will not be charged today. You will be reminded before your first charge.

Why do we ask for your card?

Much like accordions, tabs are a great way for presenting information in a limited amount of space.

Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Thanks for joining Stackup Risk


Claire Manor Stackup Support

We're here for you so any questions on setup or features please get in touch!

Contact us →

03. Enjoy the Confidence

Rest easy knowing that you are offering smarter, compliant advice that will keep your clients comfortable

Smarter Advice

Advice that is accurately tailored to your client's mindset will keep them happy throughout the cycle

Learn How

Globally Compliant

Regulators globally are increasingly scrutinising how firms are assessing their client's risk tolerance

See Compliance

Contact Us

We're here.