UNCOVER CLIENT MONEY MINDSET
Uncover client attitudes, beliefs, and wellness.
Uncover client money mindset with client discovery 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 solutions 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
Client discovery tools that uncover client money mindset.
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.