Deeper relationships, higher retention, more wallet shareExperience MRI Core for yourself
This is the heart of what we do. Walk through the same interactive assessment your clients will — and watch raw answers turn into deep, actionable psychology in real time.
- ✓ Live scoring you can click through
- ✓ The exact client experience, end to end
- ✓ No account, no commitment — just explore
Generic risk questionnaires tell you a number. MRI tells you the person.
We design and license evidence-based surveys grounded in client financial psychology — revealing the thoughts, attitudes, and motivations that shape real financial behavior, so advisors connect more authentically and deliver advice that actually resonates.
Uncover true comfort with risk
Move past surface-level scores to your client's genuine emotional and behavioral relationship with risk.
Reveal the core money mindset
Quickly surface an existing or prospective client's financial psychology — the why behind every decision.
Deepen and grow relationships
Turn banking and insurance clients into lasting wealth-management relationships — and boost conversion.
A tool for every client conversation
Each instrument is rigorously tested and refined through years of field application.
The complete profile
A comprehensive money-psychology assessment for a full, nuanced view of any client.
Book a demo →Quick & powerful
A streamlined assessment that surfaces core insights in minutes — ideal for first meetings.
Book a demo →Banking & insurance
Convert banking and insurance relationships into deeper wealth-management engagements.
Book a demo →Ready for what's next
Gauge a client's readiness for wealth transitions, liquidity events, and major decisions.
Book a demo →The gap is the conversation
See both partners' risk and money psychology side by side, and where they differ, in one household view.
Try the Couples demo →A new name, built on decades of science.
Our tools are built on decades of academic research and hands-on trials. Our development team includes leading experts whose published work in wealth management, psychology, and financial planning has shaped how the profession integrates client psychology.
Every MRI instrument is rigorously tested and refined — because quality and credibility aren't optional when it comes to your clients.
Frequently asked questions
What is Money & Risk Inventory (MRI)?
MRI is a financial psychology platform for advisors. It measures how comfortable each client is with risk, how much risk their finances can support, and the psychology behind their decisions.
What is MRI Couples?
MRI Couples is an add-on to MRI Core that shows both partners' risk and money psychology side by side, so advisors can see where they differ and start the conversation.
Does MRI work outside the US?
Yes. Advisors in Canada, the UK, Australia and South Africa use or ask about MRI, especially Risk Capacity. See MRI Around the World.
Can MRI be translated into other languages?
Yes. Translations are offered in most languages and can be customized for your firm.
How long is a walkthrough?
About 15 minutes. Book a walkthrough from this page.
MRI around the world: Canada, UK, Australia, South Africa and more →
Ready to see MRI in action?
Book a personal walkthrough and discover how MRI helps you understand clients better, faster — and build relationships that last.
Book a Walkthrough →