Uncover client money mindset.

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


 

Description



Test Library

The Millionaire Next Door test
Investor Profile RTQ
Money attitudes test
KMSI-R (Money Scripts)

Financial Health Scale



Test Invitations


Per month



Advisors/Users



Engage Marketing Suite

Quizzes for marketing

Add links to your website, social feeds, and blogs



Price



Buy

Start 

Ideal for working with a few prospects or clients each month.


Up to 20 

1

$50

Per Month

Grow 

Ideal for using multiple tests with a growing number of prospects or clients.

Unlimited


1


$80

Per Month

Complete 

Ideal for adding calls-to-action and a growing team.


Unlimited


Up to 2


$120

Per Month

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.