Let's work together.
Create a free two-week trial of DataPoints to see client discovery in action.
Client Journey
Guide the next generation of millionaires next door.
$
99
Per Month
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Investor Profile RTQ
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Building Wealth (Millionaire Next Door) Test
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Financial Perspectives
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KMSI-R (Money Scripts)
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Financial Health Scale
Money Scripts™
Uncover beliefs with the KMSI-R and Financial Health Scale.
$
85
Per Month
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Investor Mindset
Add the Investor Profile RTQ to your discovery process.
$
50
Per Month
-
Investor Profile RTQ
-
Building Wealth (Millionaire Next Door) Test
-
Financial Perspectives
-
KMSI-R (Money Scripts)
-
Financial Health Scale
Complete
Access the entire library of discovery tools from DataPoints.
$
180
Up to Three Advisors/Month
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Includes: Building Wealth, Investor Profile RTQ, KMSI-R, Financial Health Scale
-
Marketing quizzes, including Career Fit and Market Mindset
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Bonus discovery tools, including Money Personality and Retirement Approach
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Add up to three (3) advisors.
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Add additional advisors for only $60/month/advisor.
Create Account
Get started with a free, two week trial.
Need information about each of our tests?
Learn more about our library of client discovery tools here.
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.