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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.


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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.

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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.

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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.

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Claire Manor Stackup Support

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

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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

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