Let's work together.

All plans include access to
client- and advisor-facing reports, unlimited invitations, and the DataPoints Knowledge Base.

Need pricing for a growing team or large firm? Contact us here.

DataPoints Plans

Coaching

For coaches, therapists, and professionals working with clients to enhance well-being
$ 70 Per Month/Advisor
  • Wellness Inventory
  • Money Means (Beliefs)
  • Money Check - Household CFO Inventory
Start Free Trial
Add additional users for $70/month/user.

Investor

For financial planners & wealth managers looking to measure investor personality and risk attitudes.
$ 85 Per Month/Advisor
  • Investor Profile RTQ
  • Market Mindset Quiz
  • Financial Perspectives (Money Attitudes)
Start Free Trial
Add additional users for $85/month/user.

Journey

For financial professionals working with clients at all stages, from new millionaires next door to retirees.
$ 95 Per Month/Advisor
  • Building Wealth (Millionaire Next Door) Test
  • ReFocus Retirement Approach
  • Values Inventory
Start Free Trial
Add additional users for $95/month/user.

Complete

For growing firms: the complete library of behavioral assessments from DataPoints.
$ 180 Per Month/Up to 3 Advisors
  • All tools from Coaching, Investor, and Journey plans
  • Access to all new assessments
  • Survey Tool
Start Free Trial
Add additional users for $60/month/user.

Frequently Asked Questions

Check out our FAQs below. Still have questions? Complete our form, and we’ll be in touch.

What's included in a subscription to DataPoints?

Each subscription includes:

  • Client-facing reports
  • Advisor reports
  • Comparison for spouses, couples
  • Integration capabilities
  • Unlimited invitations

You’ll be able to integrate client mindset results from DataPoints via our open API and integrations with Wealthbox, Mailchimp, and via Zapier.

Do you offer a free trial?

Yes! We offer a two-week, free trial on our unlimited plans.

We require a credit card to set up the trial. You may cancel any time.

Do I have to sign a year-long contract?

No! We offer flexibility in our plans and 

I just need an RTQ. Which plan is best for me?

The Investor Profile RTQ is available in the Investor and Complete plans. This assessment measures risk attitudes. 

Once I subscribe, can I switch plans?

You can switch to any of our current retail plans at any time by visiting Account > Billing. If you want to switch plans during a trial period, please contact our support team.

What are marketing quizzes?

Marketing quizzes from DataPoints are short behavioral assessments that you can use on your website, in email marketing, and on social media as calls-to-action. These quizzes have 6-10 questions and are focused on a specific topic area like financial wellness, spending, career fit, and more. You can create an unlimited number of links to our marketing quizzes to capture leads.

Do you offer discounts on your plans?

We sure do. We offer discounts through our partnerships with AFCPE, XYPN, Financial Therapy Association, and for advisors working with Schwab. 

What help and support do you offer?

We’re here to help! As a DataPoints subscriber, you’ll have access to our Knolwedge Base, monthly training sessions, and email support.

We also offer customized onboarding and consulting services for firms needing additional assistance.

Can I add additional users/advisors?

Yes! You can add additional users at any time. 

The cost for additional users depends on the plan you select. We recommend the Complete plan for firms that need to add users.