Less repeated intake
Give prospects a structured way to assemble household information before planning work begins.
WealthMRI for advisors
Start planning with the facts in place.
Give clients a no-cost assessment through your advisor code, then review each completed household record from one advisor portal.
Built for the intake handoff
Spend the next conversation on the financial picture.
WealthMRI gives clients a consistent process and advisors a consistent completed record.
Consistent records
Review the same organized summary and financial statements across completed client assessments.
A clearer client handoff
Clients complete the work at their own pace and explicitly approve delivery to your portal.
Workflow
A direct path from enrollment to review.
The advisor receives results only when the client uses that advisor code and consents.
Enroll
Choose monthly or annual billing and reserve your advisor code.
Share the code
Clients enter your code at checkout and explicitly approve result sharing.
Review results
Completed assessments appear in your portal for follow-up and planning.
Advisor membership
One membership, two billing schedules.
Monthly and annual memberships include the same advisor code, client access, and portal features.
Annual billing
$1,000
Per year; approximately $83.33 per month.
- Unlimited client assessments
- Personal free-assessment advisor code
- Advisor portal and completed-result access
- Structured financial statements
Monthly billing
$99
Per month. Change or cancel under the membership terms.
- Unlimited client assessments
- Personal free-assessment advisor code
- Advisor portal and completed-result access
- Structured financial statements
Consent-led sharing
Client permission is part of the workflow.
The advisor relationship is clear at checkout and completed results are shared only with the client's approval.
- The client chooses whether to use your advisor code.
- The client explicitly consents before completed results are shared.
- Your portal receives completed records—not access to an assessment in progress.
Practice capacity
Put a number on repeated intake work.
Use your own assumptions. The calculator does not make revenue or savings guarantees.
Capacity calculator
Estimate the value of time currently spent gathering prospect information.
Estimated annual capacity value
$27,000
$2,250 per month at the inputs selected.
Planning estimate only: 5 prospects × 3 hours × $150/hour.
Advisor enrollment
Set up your code and billing in one flow.
Choose a billing schedule, reserve your advisor code, and start inviting clients to complete their record.