February 25, 2017

Identify & Guide Financial Success

Identify Patterns

Get to know your prospects' and clients' patterns of financial behaviors

Get to know your prospects and clients. Identify their financial behaviors, attitudes, and values; and understand their patterns of experiences in spending, saving, investing, and planning. DataPoints’ assessments are based on 40+ years of data.

Learn more about our Building Wealth, Financial Perspectives, and Investor Profile assessments.

Gain Insight

Review results, compare, and examine aggregate results

Anticipate how your clients will react in down markets. Understand their potential to build wealth.

Each assessment creates a client report and separate advisor guide, the ability to compare client results for spouses/partners, and a dashboard view of all client results.

Guide Behaviors

Guide better client behaviors and empower clients to build financial success.

Guide clients towards successful financial and investing behaviors to help them improve their financial trajectory. Create an automated reminder to improve behaviors. Use built-in suggestions or add your own unique recommendations to guide better financial behaviors.