February 15, 2016

Advisor

Quantify the value of your direct relationship with clients. Data Points’ Wealth Potential Report™ provides a scientific analysis of client propensity to build wealth and key recommendations for individuals to help build their skills in financial management. By focusing on behavioral aspects of building wealth, Data Points gives you the tools to engage in conversations armed with analysis, not just hunch. Automated reporting to individuals allows your firm to provide scientifically derived personalized recommendations back to clients.

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