MRI AROUND THE WORLD
Risk tolerance, risk capacity and financial psychology work the same way for clients everywhere. MRI adapts the language, the local terms and the pricing, with translations offered in most languages.
WHY IT TRAVELS
How does this client feel about risk? How much can their finances support? What beliefs and anxieties drive their decisions? Those questions matter in every market.
Advisors in different countries use different words: risk profile, attitude to risk, capacity for loss. MRI Risk Capacity can be adapted to the terms your market uses.
Client materials can be translated, and pricing is set for your region, so MRI makes sense for firms of every size.
TRANSLATIONS IN MOST LANGUAGES
We translate MRI for your clients, so they respond naturally and receive a report they can actually read. We translate on request, including Spanish and German. Not on the list? Ask us: translations are offered in most languages. Translations can also be customized for your firm.
Sample wording to show the idea, not an MRI survey item.
MARKETS
Risk Capacity is especially helpful in these four markets, where advisors look at how much risk a client can afford to take as well as how much they are comfortable taking.
Canadian advisors look at both risk tolerance and risk capacity when building a client's risk profile. MRI puts the two side by side and adds the financial psychology behind them.
UK advisors speak of attitude to risk and capacity for loss. MRI shows both for every client, with the behavioral reasons behind each, so the conversation goes beyond a score.
Australian advisors build a risk profile for every client. MRI makes that profile richer by combining how clients feel about risk with what their finances can support, and by showing the psychology behind their answers.
South African advisors use risk profiling in every client relationship. MRI adds risk capacity and financial psychology, with pricing set for South African firms and an easy way to try it first.
Advisors in German-speaking markets already separate a client's willingness to take risk (Risikobereitschaft) from the capacity to bear losses (Verlusttragfähigkeit). MRI shows both for every client and adds the financial psychology behind them, so the conversation goes beyond a questionnaire score.
Risikoprofil und Finanzpsychologie für Ihre Kunden: auf Deutsch.
Book a walkthrough for German-speaking firms →EVERYWHERE ELSE
Whatever your market calls it (risk profile, attitude to risk, capacity for loss, suitability profile), MRI helps you see how a client feels about risk, how much risk their finances can support, and the psychology behind both.
QUESTIONS
Yes. Translations are offered in most languages, so your clients can answer in the language they think in. Tell us the language and we will confirm what is included.
Yes. Advisors in Canada, the UK, Australia and South Africa use or ask about MRI, especially Risk Capacity. Pricing is set for your region.
MRI Risk Capacity can be adapted to the terms your market uses, such as capacity for loss in the UK.
It depends on the language and scope. Book a demo and we will give you a timeline.
Scope varies by language. Ask us during your demo what is included for your market.
Pricing is regional. Book a demo and we will share pricing for your country.
A 15-minute walkthrough in your market, with your language in mind.
Book a Walkthrough →