Client financial success hinges on
client money mindset.
Client financial success hinges on
Empower clients to stay on the path to achieving financial success.
Clients seek your advice and planning when it comes to their long-term financial goals. But the real work begins when they leave your office, virtually or otherwise.
Money mindset impacts day-to-day spending, saving, and investing decisions, decisions that can make or break reaching financial goals.
Backed by The Millionaire Next Door, DataPoints help advisors identify client personality so they can help clients avoid behavioral pitfalls and achieve financial and life goals.
Client-Centric
Created with the client in mind
Scientifically-sound
Psychometrics guide our design
40+ Years of Wealth Data
Based on The Millionaire Next Door
Library of Assessments
For all stages: prospecting to ongoing client experience
Start guiding clients toward financial success. Begin your free, two-week trial today.
Start guiding clients toward financial success. Begin your free, two-week trial today.
Get A Complete Picture of
Client Financial Personality
Get A Complete Picture of
Identify client financial personality with tools based on The Millionaire Next Door.
Identify Money Attitudes
Capture leads. Uncover attitudes towards saving, spending, and investing.
Coach & Guide Clients
Understand your client’s personality when it comes to building wealth. Use the results to guide clients in six areas.
Assess Risk Tolerance
Measure risk tolerance by understanding life experiences. Give competency-based feedback to clients.