Get data-driven insights into the performance of your financial advisor.
Whether you use a financial advisor or a robo-advisor, you just don't know how they're really doing managing your money. It's time to find out.
Automated monitoring, alerts, and actionable insights
One place to track all of your investments and see what needs your attention.
Bank-level secure, read-only sync with the top brokerages and custodians
You trust your advisor, but there's a lot that can go wrong with your financial investments. We monitor what's important so you stay on top.
StackUp automatically monitors and measures your returns per advisor. We look at profits, losses, interest, dividends, and expenses and compare that to the returns your risk tolerance peer group is seeing.
See how much you’re paying in fees compared to your peers. StackUp will automatically scan your accounts to find the fees you know about and the ones you don’t know about. We’ll also show you projections of how much you stand to pay in fees over the life of your account.
Easily understand if your investments are properly allocated. And if they’re not, we provide the insights and information you need to bring it up with your financial advisor. Say goodbye to timid conversations with your advisor.
StackUp constantly monitors your investment risk by measuring how your existing portfolio would have performed during historical market crashes. We’ll alert you if your account is at high risk so you can sleep at night.
There is a lot going on with your investments. StackUp generates automated, easy-to-understand insights so you know what’s working, what’s not, and what needs your attention right now. We’ll even tell you if it’s time to find a new advisor.
We're serious about security
StackUp uses 256-bit SSL bank-level encryption to ensure your data is safe. In fact, we don't store your bank information at all and no one can move money or trade in your accounts on StackUp. Not even you!