Comfort with Risk™

A new perspective on risk tolerance.

A behavioral-finance metric that measures a client's genuine emotional and psychological willingness to accept financial uncertainty over time — not just their theoretical understanding of risk.

  • Comfort with Risk — how a client genuinely feels about volatility
  • Risk Capacity — ability to sustain investment losses
  • Risk Composure — steadiness when markets fall
  • Alignment — flags when comfort doesn't match past behavior or loss tolerance
  • Portfolio Volatility — a quantitative risk score per asset class maps overall volatility
  • Lowest Cost — the lowest-priced behavioral risk tool on the market
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What advisors say
"
The best risk tool I have used.
James · RIA
Growing
new firms adopting MRI every month
15,000+
peer-reviewed citations behind our methods
Cost Savings
vs. legacy tools — pay less, get more
Comfort with Risk™ score
Sample client · adjust slider to explore
Comfort with Risk™
52
MRI Comfort with Risk™ Score
Balanced Portfolio
Growth assets in the range of 37% to 49%
ConservativeModerateAggressive Growth
52
What advisors receive

A complete picture of every client's risk psychology.

Every MRI Comfort with Risk™ report gives advisors clear, actionable language — no interpretation required.

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Comfort with Risk™ Score
A single 5–95 score that maps directly to a portfolio allocation range.
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Priority Items
Flags misalignment between comfort, capacity, and past behavior.
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Advisor Language
Pre-written, research-backed language for each finding.
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Consistency Check
Flags whether the client responded consistently.

See it in action.

Book a walkthrough and see how MRI Comfort with Risk™ changes the client conversation — in 30 minutes or less.

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