MRI Money & Risk Inventory MRI Genesis Book a Walkthrough
One assessment, two audiences

The advisor gets the strategy.
The prospect gets the invitation.

Prospects stall because advisors meet them cold. MRI Genesis closes that gap before the first conversation — giving the advisor the behavioral insight to lead it, and giving the prospect a reason to show up. One assessment, working both sides of the relationship.

Both panels run on their own — hover to pause and look closer.

What the advisor sees
Click through to a prospect for the behavioral inventory, risk alignment, and conversion playbook.
Internal
Advisor Dashboard
Open the dashboard full screen →
What the prospect receives
A warm, plain-language summary of their own answers.
White-label
Client Report
Open the client report full screen →
See it on your own prospects

Book a live walkthrough

Twenty minutes. We will run MRI Genesis against a real prospect profile, show you both documents branded to your firm, and answer whatever your compliance team will ask.

Schedule a demo →
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