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JUMP-START THE CLIENT RELATIONSHIP
Client clarity in minutes. Validated by science.
In minutes, not months, DataPoints’ assessments give you a simple way to get to know your clients’ money stories, financial attitudes, wealth-building habits, and risk tolerance. No lengthy discovery process, no guesswork. Just precise, science-backed insights to jump-start relationships and build trust.
Our assessments are grounded in psychometric science, the latest financial psychology, and the research behind The Millionaire Next Door.
Quickly and accurately know client money mindset with DataPoints.
Built over time. Trusted by advisors.
Fads and financial technology come and go. Not so with DataPoints.
With our foundation in the perennial bestseller The Millionaire Next Door, over 10 years in the fintech business, and over 15 assessments available, DataPoints is trusted by financial professionals worldwide to understand their clients.
Over 10 years providing solutions for the financial services industry.
Over 50 years of data drive our assessments, backed by The Millionaire Next Door.
15+ assessments and quizzes for every client scenario.
ONE PLATFORM.
A COMPLETE PICTURE OF YOUR CLIENT.
Our behavioral assessments give clients an easy, straightforward way to share their money stories.
Our reports and insights give you a complete, science-backed profile to jump-start the advisor-client relationship.
KNOW CLIENT ATTITUDES
(FROM THE START)
A simple, guided assessment lets clients share how they really feel about saving, spending, and investing — no interrogation, no awkward small talk, just an easy way in that shows you exactly where your clients are today.
COACH WITH PRECISION
Pinpoint each client's wealth-building personality with research-validated accuracy. Use it to ask the questions that matter most — guided by a proven six-dimension framework, not guesswork.
NAIL DOWN RISK TOLERANCE
Skip the "do you like risk?" questions that are misleading. Get a scientifically validated read on your client's full investing personality in one sitting.