Uncover client money mindset.
Access the world’s first behavioral finance software platform from DataPoints.
Create your free, two-week trial (credit card required). Cancel anytime.
Investor Mindset
Uncover risk tolerance and money mindset.
$
50
Per Month/Advisor
-
Add the Investor Profile RTQ to your client workflow and our Market Mindset marketing quiz to your website to capture leads.
-
Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
-
Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
-
The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
Beliefs & Wellness
Add Money Scripts® and financial wellness tests.
$
75
Per Month/Advisor
-
Explore underlying money beliefs with the Klontz Money Scripts® Inventory and add financial wellness quizzes to your website.
-
Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
-
Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
-
The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
The Millionaire Next Door
Uncover wealth potential and retirement approach.
$
95
Per Month/Advisor
-
From helping to guide millionaires next door to uncovering retirement approach, tailor the client discovery process with our full library.
-
Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
-
Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
-
The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
Learn more about DataPoints.
Can we pay annually?
Yes! Your firm can save 10% for paying annually. Select the annual option when creating your account.
Do you offer partner discounts? Yep. Check out our partners here.
What about enterprise pricing? For firms with 10 or more advisors, connect with us here.
Do you offer training & onboarding? Access email support + group & on-demand training.* Join us for live sessions each month.