MRI™ SECURE

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Measure the degree to which someone is comfortable taking financial risks.

Understand whether someone is a target candidate for adding a fixed annuity product to their portfolio.

Assign a risk score to someone’s current portfolio.

Create new asset allocation models and assign risk scores to portfolios.

Illustrate the benefits of fixed annuity products as tools for risk reduction.  

Extensive research conducted by MRI™ shows that a client’s personal circumstances, perceptions, preferences, goals, and investment timeline shape portfolio asset choices. MRI ™  Secure integrates these factors with a dynamic measure of a client’s comfort with taking risks to deliver actionable advisor insights related to the use of fixed annuity products in client portfolios. 

The MRI™ Secure approach meets global regulatory standards for risk attitude assessment, offering a compliant and data-driven solution for firms looking for a predictive model that documents a client’s willingness to take risks.  

Client-Centered Design: The tool is intuitive and easy to use.

Data-Driven Insights: Model scores combine a cutting-edge dynamic risk assessment model with predictive modeling that leads to precise fixed annuity product recommendations. 

Regulatory Alignment: The MRI ™ Comfort with Risk tool complies with worldwide standards for risk tolerance documentation. 

Advisor Empowerment: The four-page MRI™ Secure report delivers valuable information that provides a pathway for a financial advisor to foster client trust, deepen client relationships, and drive better outcomes. 

Click the button below to gain access to the consumer version of MRI™ Secure.