Let's work together.

Create a free, two-week trial to access our discovery tools.
See how uncovering money mindset can improve client engagement and wellness.

Complete Library

Access our complete library of discovery tools and add up to five users.
$ 325 Per Month
  • Up to five (5) users
  • Investor Profile RTQ
  • Wellness Inventory Tracker
  • Building Wealth (Millionaire Next Door) Test
  • Financial Perspectives
  • Money Scripts & FHS
  • Money Personality, Refocus Retirement Approach, and Values Inventory assessments

Financial Wellness

Guide all types of clients to achieve financial success.
$ 235 Per Month
  • Up to three (3) users
  • Investor Profile RTQ
  • Wellness Inventory Tracker
  • Building Wealth (Millionaire Next Door) Test
  • Financial Perspectives
  • Money Scripts & FHS
  • Money Personality, Refocus Retirement Approach, and Values Inventory assessments

Investor Mindset

Add the Investor Profile RTQ to your discovery process and track client wellness over time.
$ 85 Per Month
  • One user
  • Investor Profile RTQ
  • Wellness Inventory Tracker
  • Building Wealth (Millionaire Next Door) Test
  • Financial Perspectives
  • Money Scripts & FHS
  • Money Personality, Refocus Retirement Approach, and Values Inventory assessments

Learn more about DataPoints.


Do you offer
partner discounts? Yes. 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.