To demo MRI™ for your firm, email us at DrCharles@MoneyandRiskInventory.com

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  • MRI Products at a Glance
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  • MRI Essential
  • MRI Genesis
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  • Resources & Partnerships
  • About Us
  • Contact MRI
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MRI SECURE

An Easy Way to Score a Portfolio’s Risk & Optimize Allocation Decisions

Transform Portfolio Uncertainty into Confidence

Why MRI Secure

Transform Portfolio Uncertainty into Confidence


Reveal the Real Story Behind a Portfolio – Go beyond surface-level assessments to   deeply understand portfolio exposure and client comfort with risk.


Align Risk and Reality – Match your portfolio risk score to your Comfort with Risk   Score.


Help Clients Position Annuities in Their Portfolios – Utilize the MRI™ Annuity Score to determine if a prospect is a viable annuity client.


Play with the Sandbox Feature – Experiment safely with portfolio changes! The MRI™   sandbox enables you to adjust allocations, immediately see the impact on portfolio risk, and understand how different strategies can align with a client's comfort with risk. 

Demo MRI Secure now

Demo here

FREE 3-MONTH TRIAL FOR NAFA MEMBERS

MRI is pleased to partner with NAFA to offer MRI Secure free for 3 months. To begin your trial, email us at DrCharles@moneyandriskinventory.com. 

Learn more about MRI Secure

MRI Secure helps an Advisor:

  • 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.  

Explore MRI Secure

Email Dr. Charles Chaffin for more information about MRI Secure:


DrCharles@moneyandriskinventory.com

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