Each subscription includes access to client discovery tools to help you uncover prospect and client mindset, advisor- and client-facing reports, analytics and comparison graphs, and access to the DataPoints Knowledge Base.

In our Journey and Complete plans, you can integrate client mindset results from DataPoints via our open API and integrations with Wealthbox, Mailchimp, and Zapier.

The Client Discovery Library includes:

• Investor Profile RTQ
• Building Wealth Test (based on The Millionaire Next Door)
• Financial Perspectives (attitudes)
• ReFocus Retirement Approach
• Wellness Inventory

Yes! We offer a two-week, free trial on our unlimited plans.

We require a credit card to set up the trial. You may cancel any time.

An invitation is a way for your prospect or client to take a single client discovery tool at a single point in time. For example, if you want two clients to complete the Investor Profile RTQ, that will require two invitations.

Invitations do not apply to marketing quizzes, where you can have an unlimited number of leads or prospects take the quizzes.

Our limited invitation plan is ideal for a small practice or advisors who only test clients periodically. You may always move to an unlimited plan if needed to accommodate a growing firm.

The Investor Profile RTQ is available in each plan. If you need just a few invitations a month, select our Access plan. You can always switch to an unlimited plan during a month when you need additional invitations.

Marketing quizzes from DataPoints are short behavioral assessments that you can use on your website, in email marketing, and on social media as calls-to-action. These quizzes have 6-10 questions and are focused on a specific topic area like financial wellness, spending, career fit, and more. You can create an unlimited number of links to our marketing quizzes to capture leads.

Add the Klontz Money Scripts Inventory-Revised (KMSI-R) and Financial Health Scale by registering here.

You can switch to any of our current retail plans at any time by visiting Account > Billing. If you want to switch plans during a trial period, please contact our support team.

We sure do. We offer discounts through our partnerships with AFCPE, XYPN, Financial Therapy Association, and for advisors working with Schwab. 

We’re here to help! As a DataPoints subscriber, you’ll have access to our Knolwedge Base, monthly training sessions, and email support.

We also offer customized onboarding and consulting services for firms needing additional assistance.

Yes! You can add additional users at any time. Our Complete plan includes up to three (3) users, and you can add additional users for $60/month to the Complete plan.

The cost for additional users in other plans depends on the plan you select.