Onboarding
You’re ready to add the psychology of financial planning to your practice, and DataPoints is here to help. Select from our two onboarding options to help you and your firm harness the power of behavioral analytics and personality insights in your practice.
Tailored
Get a personalized onboarding experience to add the psychology of financial planning to your practice.
- Gain insights on how advisors use assessments today
- Have questions from your team answered live
- Get real-time help configuring and setting up your account
- Identify when to use each test depending on your firm’s unique workflows & client personas
- Learn how to implement the psychology of financial planning into your practice
Tailored onboarding is available for a one-time fee of $500 per firm.
On-Demand
Get started with DataPoints on your own with our complimentary resources and tutorials.
- Access our Knowledge Base for resources & templates
- Join our group onboarding sessions
- Email support
On-demand onboarding is available for every DataPoints platform customer. Access our Knowledge Base with tutorials, research, and templates to guide you to implementing assessments in your practice. Our support team is available via email.
Need tailored onboarding instead? Opt-in to our tailored program anytime.