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.
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 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.