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Get started with DataPoints.
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.
On-Demand
Tailored
Get started with DataPoints on your own with on-demand resources and tutorials.
- Access our Knowledge Base for resources & templates
- Join our live training 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 during business hours (8:00 am – 4:00 pm Eastern, Monday through Friday).
Need tailored onboarding instead? Opt-in to our tailored program anytime.
Get a personalized onboarding experience to add the power of behavioral assessments to your practice.
What’s included?
- A personal tour with our team in two, hour-long, virtual sessions over six weeks
- Guidance on workflows based on your firm’s client personas
- Configuration of your account by the DataPoints team, including email templates and branding
Tailored onboarding is available for a one-time fee of $525.