Wealth Behaviors in Money Magazine

The focus on behaviors and their impact on financial success continues to grow in the media! We’re thrilled about the coverage of DataPoints’ research on wealth behaviors and financial success in Money magazine’s online and print editions this month.  We also partnered with Money to create a quick quiz to help you learn about your wealth behaviors. Our clients are using behavioral science in their practice to help clients’ improve their financial behaviors. Try it for yourself and see how you can[…]

DataPoints at XY Planning Network’s 2016 Conference

We’re excited to announce that DataPoints has been selected as one of six finalists in the XY Planning Network’s 2016 fintech competition. Our behavioral analytics platform is transforming the way advisors and firms segment, coach, & develop their clients, and we’re excited to present alongside other fintech companies in September! Read about the fintech competition here, and we’ll see you at XYPN16!