Let's work together.
All plans include our award-winning library of client discovery tools and integration capabilities.
Need pricing for a growing team or large firm? Contact us here.
Access
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One user/advisor
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10 Invitations/month
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Client Discovery Library
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Survey Tools
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Marketing Quizzes
Journey
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One user/advisor
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Unlimited Invitations
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Client Discovery Library
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Survey Tool
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Marketing Quizzes
Complete
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Up to three users/advisors
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Unlimited Invitations
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Client Discovery Library
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Survey Tools
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Marketing Quizzes
Frequently Asked Questions
Check out our FAQs below. Still have questions? Complete our form, and we’ll be in touch.
Each subscription includes:
- Investor Profile RTQ
- Building Wealth Test (based on The Millionaire Next Door)
- Financial Perspectives (attitudes test)
- Values Inventory
- Klontz Money Scripts Inventory-Revised
- Wellness Inventory
You’ll be able to integrate client mindset results from DataPoints via our open API and integrations with Wealthbox, Mailchimp, and via Zapier.
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.
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.
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.
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.
The cost for additional users depends on the plan you select.