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.
Client discovery tools that uncover client money mindset.
Capture leads. Uncover attitudes towards saving, spending, and investing.
Identify client wealth-building personality. Use the results to coach clients in six areas.
Measure risk tolerance with a broad assessment of client investing personality.