Know client mindset in advance.
Understand prospect & client money personality from the start.
Get started with DataPoints.
Insights To Guide Clients
Our tests are used by advisors worldwide to uncover client money mindset.
Here's just a few of our discovery tools:
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.
Get started with a free, two week trial of DataPoints.
Access our Complete library of tools, or select specific packages below.
Save up to 8% with an annual subscription.
Annual
Monthly
Coach & Guide
Guide the next generation of millionaires next door.
$
92
Per Month, Paid Annually
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Money Scripts™
Uncover beliefs with the KMSI-R and Financial Health Scale.
$
79
Per Month, Paid Annually
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Investor Mindset
Add the Investor Profile RTQ to your discovery process.
$
47
Per Month, Paid Annually
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Complete
Access the entire library of discovery tools from DataPoints.
$
165
Up to Three Advisors/Month
Paid Annually
Paid Annually
-
Includes: Building Wealth, Investor Profile RTQ, KMSI-R, Financial Health Scale
-
Marketing quizzes, including Career Fit and Market Mindset
-
Bonus discovery tools, including Money Personality and Retirement Approach
-
Add up to three (3) advisors.
-
Add additional advisors for only $55/month/advisor, paid annually.
Create Account
Get started with a free, two week trial.
Client Journey
Guide the next generation of millionaires next door.
$
99
Per Month
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Money Scripts™
Uncover beliefs with the KMSI-R and Financial Health Scale.
$
85
Per Month
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Investor Mindset
Add the Investor Profile RTQ to your discovery process.
$
50
Per Month
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Complete
Access the entire library of discovery tools from DataPoints.
$
180
Up to Three Advisors/Month
-
Includes: Building Wealth, Investor Profile RTQ, KMSI-R, Financial Health Scale
-
Marketing quizzes, including Career Fit and Market Mindset
-
Bonus discovery tools, including Money Personality and Retirement Approach
-
Add up to three (3) advisors.
-
Add additional advisors for only $60/month/advisor.
Create Account
Get started with a free, two week trial.
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.
Let's connect.
Want to learn more?
Need enterprise pricing or services?
Connect with DataPoints.