Uncover client money mindset.
Access the world’s first behavioral finance software platform from DataPoints.
The Millionaire Next Door test
Investor Profile RTQ
Money attitudes test
KMSI-R (Money Scripts)
Financial Health Scale
Engage Marketing Suite
Quizzes for marketing
Add links to your website, social feeds, and blogs
Ideal for working with a few prospects or clients each month.
Up to 20
Ideal for using multiple tests with a growing number of prospects or clients.
Ideal for adding calls-to-action and a growing team.
Up to 2
FAQs…with answers our customers like to hear.
Partner discounts? Yep. Check out our partners here.
Training & onboarding? Email support + group & on-demand training*
*Finpsych consulting & personalized onboarding are available for an additional, one-time fee. Learn more here.