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More than an RTQ

The Investor Profile gives you a roadmap for better conversations.

Uncover client personality, composure, preference and more with DataPoints.

Read our white paper.

Download our white paper, “Understanding Great Investors,” to learn more about our research.

The Investor Profile is:


Uncover your client's investing mindset.


No confusing questions or math problems.


Based on psychometrics, not on "guesses."


Clients take the test with a simple link.

The psychology of investing.

Built with psychometrics.

The Investor Profile was built based on psychometrics, the science of measuring unseen characteristics. Our test is backed by a complete technical manual outlining the evidence of its reliability and validity.

A behavioral roadmap.

Using a competency modeling approach, DataPoints created the Investor Profile to provide you with details on your client’s investing personality. Know your client’s composure, confidence, and attitude in advance.

Ready? Create a trial.

Get to know the Investor Profile with a free, two week trial.