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UNCOVER CLIENT MONEY MINDSET
Uncover client money mindset with behavioral assessments.
Uncover client money mindset with behavioral assessments that pinpoint financial attitudes, wealth-building behaviors, and investor risk tolerance.
DataPoints tests give advisors insights needed to help clients grow wealth over time.
Our assessments are grounded in psychometric science, the latest in financial psychology, and the research that fueled The Millionaire Next Door.
ONE PLATFORM:
A COMPLETE PICTURE OF CLIENT PERSONALITY
We offer a comprehensive library of money personality assessments.
IDENTIFY MONEY ATTITUDES
Capture leads. Uncover attitudes towards saving, spending, and investing.
COACH & GUIDE CLIENTS
Identify client wealth-building personality. Use the results to coach clients in six areas.
ASSESS RISK TOLERANCE
Measure risk tolerance with a broad assessment of client investing personality.