Uncover Client Money Mindset
Spending, saving, and investing behaviors matter most when it comes to building and sustaining wealth. So, how can you help your clients stay on the path towards financial success?
Identify and guide clients towards successful financial decision-making using scientific assessments that pinpoint financial attitudes, wealth-building behaviors, and psychological risk tolerance.
DataPoints supports advisors with the insights needed to help clients grow wealth over time. Our products are grounded in psychometric science, and are based on the research that fueled The Millionaire Next Door.
Science & Data
Based on 40+ years of data, including the research that went into The Millionaire Next Door, DataPoints provides financial professionals with the tools needed to understand client money mindset.
Library of Assessments
Financial professionals use DataPoints assessments to uncover client attitudes, personality, and investing characteristics. Add the psychology of financial planning easily into your onboarding workflow and ongoing client experience.