Uncover client money mindset.

Access the world’s first behavioral finance software platform from DataPoints.

Start

Use up to 20 tests per month with prospects & clients. Ideal for firms who are just starting out.
$ 50 Per Month, Per Advisor
  • Use up to 20 test invitations each month
  • Branded, client-facing reports
  • Compare couples and track change
  • Add marketing quizzes to your website and social feeds

Grow

Unlimited tests to use with a growing number of prospects and clients.
$ 80 Per Month, Per Advisor
  • Unlimited test invitations
  • Branded, client-facing reports
  • Compare couples and track change
  • Add marketing quizzes to your website and social feeds​

Complete

Use unlimited tests with two advisors included and marketing quizzes for calls-to-action.
$ 120 Per Month, Up to 2 Advisors
  • Unlimited test invitations
  • Branded, client-facing reports
  • Compare couples and track change
  • Add marketing quizzes to your website and social feeds

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.