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DataPoints was recognized as a Rising Star tool in the Risk Tolerance category in the 2023 Kitces Research on The Technology That Independent Financial Advisors Actually Use (And Like).
More than an RTQ
The Investor Profile gives you a roadmap for better conversations.
Uncover client personality, composure, preference and more with DataPoints.
Uncover investing mindset
There's a science to measuring a client's investing-related characteristics.
Emotions & investing
Learn about Volatility Composure, the trait that all clients have related to investing and emotions.
Psychometrics versus Revealed Preferences
There are a couple of types of RTQs. Learn about the differences.
Trait vs State
Are you measuring a stable client characteristic? Or something more temporal?
Taking a chance?
Are you taking a chance with your current RTQ?
Read our white paper.
Download our white paper, “Understanding Great Investors,” to learn more about our research.
The Investor Profile is:
Complete
Uncover your client's investing mindset.
Clear
No confusing questions or math problems.
Scientific
Based on psychometrics, not on "guesses."
Efficient
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.
