Be more.

Be more to your clients. Advise & coach them to build and maintain wealth using the behaviors highlighted in The Millionaire Next Door. Segment, advise, and retain clients with behavioral science. DataPoints offers first-of-its kind behavioral finance assessment platform based on 40+ years of data and research on financial behaviors.

Early Adopter

$49 per month per advisor

For a limited time, gain access to DataPoints for $49/month per advisor. Create an account, and begin using DataPoints today.

TDA clients: enter your code at signup for special pricing.