Know client mindset in advance.
Understand prospect & client money personality from the start.
Try DataPoints free for two weeks.
Insights to guide clients
Our tests are used by advisors all over the world to uncover client money mindset.
Building Wealth
The Millionaire Next Door test, designed to identify wealth-building potential and for coaching clients.
Investor Profile RTQ
Get multiple insights about your client's investing personality with one test.
Financial Perspectives
Compare attitudes about budgeting, spending, and investing.
Money Scripts
Uncover client money beliefs with the Klontz Money Scripts Inventory-Revised.
About Us
DataPoints tests give advisors insights needed to help clients grow wealth over time.
Our products are grounded in psychometric science, the latest in financial psychology, and the research that fueled The Millionaire Next Door.
Let's work together.
Choose the package that best fits your firm. Try us free for two weeks. Cancel anytime.
Start
Use up to 20 tests per month with prospects & clients. Ideal for firms who are just starting out.
$
50
Per Month, Per Advisor
-
Use up to 20 test invitations each month
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Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
Grow
Unlimited tests to use with a growing number of prospects and clients.
$
80
Per Month, Per Advisor
-
Unlimited test invitations
-
Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
Complete
Use unlimited tests with two advisors included and marketing quizzes for calls-to-action.
$
120
Per Month, Up to 2 Advisors
-
Unlimited test invitations
-
Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
Take a test.
No studying required.
Our tests are designed to engage prospects and clients in understanding their money personality.
Take a test to see a sample report for yourself.
