Investor MindsetUncover risk tolerance and money mindset.
Add the Investor Profile RTQ to your client workflow and our Market Mindset marketing quiz to your website to capture leads.
Beliefs & WellnessAdd Money Scripts® and financial wellness tests.
Explore underlying money beliefs with the Klontz Money Scripts® Inventory and add financial wellness quizzes to your website.
The Millionaire Next DoorUncover wealth potential and retirement approach.
From helping to guide millionaires next door to uncovering retirement approach, tailor the client discovery process with our full library.
Learn more about DataPoints.
Can we pay annually?
Yes! Your firm can save 10% for paying annually. Select the annual option when creating your account.
Do you offer partner discounts? Yep. Check out our partners here.
What about enterprise pricing? For firms with 10 or more advisors, connect with us here.
Do you offer training & onboarding? Access email support + group & on-demand training.* Join us for live sessions each month.