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Uncover client personality.
Understand prospect & client money personality from the start.
Get started with DataPoints.
Insights To Guide Clients
Our tests are used by advisors worldwide to uncover client money personality.
Here are just a few of our discovery tools:
Building Wealth
The Millionaire Next Door test, designed to identify wealth-building potential and for coaching clients.
Investor Profile RTQ
Get multiple insights about your client's investing personality with one test.
Financial Perspectives
Compare attitudes about budgeting, spending, and investing.
Wellness
Track financial wellness over time across all areas of well-being.
About Us
DataPoints tests provide advisors with the insights they need to help clients grow their wealth over time.
Our products are grounded in psychometric science, the latest in financial psychology, and the research that fueled The Millionaire Next Door.
Let's work together.
We have a variety of plans to meet the needs of
financial planners, coaches, and other professionals working directly with clients.
Get started with a free, two-week trial of DataPoints.
Take a test.
No studying required.
Our tests are designed to help prospects and clients understand their money personality.
Take a test to see a sample report for yourself.
Let's connect.
Want to learn more?
Need enterprise pricing or services?
Connect with DataPoints.