One Test. A Complete Picture of Investing Personality.
There’s more to investor psychology than a single number.
With DataPoints, you can get a complete picture of investing psychology in one test.
Your clients will receive a complete, detailed report explaining their psychological risk tolerance, branded for your firm.
And, you’ll get a complete picture of your clients’ investing characteristics and how other investors compare.
There's a science to anticipating investor behavior.
The Investor Profile was built based upon the science of 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.
Use the results to guide clients to better investing decisions.
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 attitudes in advance.