Uncover client money mindset.

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

Start your free, two-week trial.
Need solutions for ten or more advisors? Contact us here.

Investor Mindset

Uncover risk tolerance and money mindset.
$ 50 Per Advisor/Month
  • 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 & Wellness

Add Money Scripts® and financial wellness tests.
$ 75 Per Advisor/Month
  • 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 Door

Uncover wealth potential and retirement approach.
$ 95 Per Advisor/Month
  • 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.