UNCOVER CLIENT MONEY MINDSET
Measure client attitudes, beliefs, and wellness with DataPoints.
Spending, saving, and investing behaviors matter most when building and sustaining wealth.
Uncover client money mindset with tools 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 products are grounded in psychometric science, the latest in financial psychology, and the research that fueled The Millionaire Next Door.
GET A COMPLETE PICTURE OF
CLIENT FINANCIAL PERSONALITY
Uncover client money mindset with DataPoints tests.
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.