Uncover client money mindset with DataPoints.

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FAQs…with answers our customers like to hear.

Partner discounts? Yep. Check out our partners here.

Multi-advisor discounts? Yes. Contact our team to find out more.

Training & onboarding? Email support + group & on-demand training*

*Finpsych consulting & personalized onboarding are available for an additional, one-time fee. Learn more here.