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.
The Investor Profile is:
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.