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In the annals of DataPoints, 2025 was a year of change and growth. We refined our products and company around providing the best behavioral assessments to the financial services industry. None of these could have been possible without the support of our customers, partners, and friends.
In case you missed some of our significant milestones, here’s what we’ve been up to over the past twelve months:
- Launched Money Means, designed to help advisors and financial professionals understand client money beliefs and attitudes.
- Launched Money Check, a quick assessment of financial behavioral and money-related tasks to understand how clients manage their financial lives.
- Updated our award-winning Investor Profile to version 2.5, including enhanced client- and advisor-facing reports.
- Updated our plans and packages to align with specific use cases such as coaching, investment management, and family office.
- Made enhancements to our platform, including adding Open API, the ability to add teams, updating test visibility on dashboards, and more.
- Celebrated our 88,000th test session being completed!
We are excited to head into the new year. We’ll be celebrating the 10th anniversary of the DataPoints platform and many other milestones, too. From all of us at DataPoints, we wish you and yours a very Happy New Year.