MRI™ Essential
Unlocking Client Potential
Know Your Clients Better. Strengthen Relationships. Grow Wallet Share.
Why MRI™ Essential?
Go Beyond the Numbers – Reveal emotional and behavioral patterns behind financial choices.
Personalization That Connects – Align advice with each client’s unique mindset.
Create Meaningful Conversations – Engage clients with trust-building insights.
Identify Growth Opportunities – Spot where clients are ready to invest or expand strategies.
MRI™ Essential Pricing
$69 per month per advisor.
Enterprise pricing available.
User Testimonials
"I was intrigued by the depth and insight provided by the MRI™ Core survey, but I realized I didn’t really need all the prospecting questions for my work with current clients. MRI™ Essential turned out to be the perfect solution—helping me understand my clients’ money psychology without the extra layers I didn’t need."
CB, Missouri, USA.
