Less time gathering facts
Give clients one guided place to organize the information that usually arrives across forms, emails, and follow-up conversations.
Client intake for financial advisors
Start every planning relationship with the full picture.
WealthMRI guides clients through a complete household financial assessment, then delivers a consistent, organized record to your advisor portal with their consent.
- Unlimitedclient assessments
- Structuredfinancial records
- Consent-ledclient sharing
A better intake handoff
Spend the next conversation on the financial picture.
WealthMRI gives clients a clear process and gives advisors a complete, repeatable starting point.
A consistent client record
Review the same structured intake summary and financial statements across every completed assessment.
A cleaner planning handoff
Clients work at their own pace, approve sharing, and deliver the full picture to your portal before the next conversation.
How it works
A direct path from invitation to advisor review.
The client completes the assessment. WealthMRI organizes the record. You begin with more context and less back-and-forth.
Set up your advisor access
Choose a membership, reserve your advisor code, and open the portal you will use to review completed client records.
Invite each client
Share your direct assessment link or advisor code. Your code covers the client assessment fee.
Begin with the facts in place
Once the client finishes and consents, the organized record appears in your portal for review and follow-up.
What arrives in your portal
Built for review, not just collection.
Submitted household facts are organized into familiar views so you can identify questions, gaps, and priorities before the next planning conversation.
- A consolidated household intake summary
- A structured household Balance Sheet
- A household Profit & Loss statement
- One portal for completed client records
A clear advisor relationship
Your link makes the handoff simple. Client consent keeps it clear.
An advisor code identifies the intended relationship and covers assessment access. Completed results are delivered only after the client approves sharing.
- A dedicated advisor code and shareable client link
- No access to an assessment while it is in progress
- Completed records connected to the correct advisor portal
- Client-controlled sharing built into checkout
WealthMRI for advisors
See the membership, pricing, and complete advisor workflow.
Explore the advisor program in detail, then enroll when the fit is right for your practice.