DataPoints is proud to partner with the Financial Therapy Association. FTA members receive a discount off annual or monthly subscriptions to our client discovery tools. 

DataPoints has created the first technology-enabled suite of financial personality assessments. We work with financial planners, therapists, and coaches to provide detailed reports and insights related to client financial personality, money beliefs, and more. These assessments include measures of wealth-building competencies, investor-related personality characteristics, money attitudes, and underlying money beliefs. Learn more about our suite of behavioral assessments here.

FTA members receive a discount on all subscription packages. Contact us for more information.