Investor MindsetUncover risk tolerance and money mindset.
or $46/advisor/month, paid annually
Add the Investor Profile RTQ to your client workflow and our Market Mindset marketing quiz to your website to capture leads.
Beliefs & WellnessAdd Money Scripts® and financial wellness tests.
or $67.50/advisor/month, paid annually
Explore underlying money beliefs with the Klontz Money Scripts® Inventory and add financial wellness quizzes to your website.
The Millionaire Next DoorUncover wealth potential and retirement approach.
or $85.50/advisor/month, paid annually
From helping to guide millionaires next door to uncovering retirement approach, tailor the client discovery process with our full library.
Learn more about DataPoints.
Do you offer partner discounts? Yep. Check out our partners here.
What about enterprise pricing? For firms with ten or more advisors, connect with us here.
Do you offer training & onboarding? Yes! Join us for live group training each month, or request personalized onboarding.
Access tutorials, templates, and more in our knowledge base.