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The Stackup Plan for Better Advice
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.
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.
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 →Not accepting new clients
- No longer accepting Cloud Application clients
- RiskInsight is exclusively available within WealthConnect
- See acqusition announcement
Much like accordions, tabs are a great way for presenting information in a limited amount of space.
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Claire Manor Stackup Support
We're here for you so any questions on setup or features please get in touch!
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