Uncover your money mindset.
Respond to the money personality test, and receive a personalized report in your inbox after completing the test.
Questions? Reach us here.
Uncover money personality with DataPoints.
Personality can drive saving, spending, and investing decisions.
Get insights to understand your clients’ characteristics and personalize the client experience based on their scores.
How? By measuring stable characteristics that do not shift based on the current state of the markets or personal experiences.
Add the power of uncovering financial personality to your practice with our suite of behavioral assessments. Learn more here.