Uncover client money mindset.

Access the world’s first behavioral finance software platform from DataPoints.


 

Description

Test Library

The Millionaire Next Door test
Investor Profile RTQ
Money attitudes test


Money Scripts Suite
Klontz Money Scripts Inventory-Revised (KMSI-R)
Financial Health Scale


Engage Marketing Suite

Quizzes for marketing

Add links to your website, social feeds, and blogs


Beta Test Access

Money Personality (Beta)
Refocus retirement test (Beta)



Client Test Invitations


Advisors/Users


Free Trial


Annual

Pricing



Monthly

Pricing


Buy

Complete 

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Unlimited




Up to 2



Two weeks



$114

Per Month, Paid Annually

$120

Per Month

FAQs…with answers our customers like to hear.

Partner discounts? Yep. Check out our partners here.

Multi-advisor discounts? Yes. Contact our team to find out more.

Additional users? $60 per month (or $57/month, paid annually)

Training & onboarding?  Email support + group & on-demand training*

*Finpsych consulting & personalized onboarding are available for an additional, one-time fee. Learn more here.