Identify client money mindset with tools based on The Millionaire Next Door.

Get started with a free, two-week trial.
Looking for enterprise pricing? Reach us at sales @ datapoints.com.



Accounts

Free Trial

SSL

SSL

SSL

Storage

Sub-domains

Sub-domains

COACH

99

Per Advisor / Per Month

Building Wealth

Behavioral assessment based on
The Millionaire Next Door 

Advisor & client facing reports

´╗┐Custom reports & behavioral guides

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ADVISE

$139

Per Advisor / Per Month

Building Wealth

Behavioral assessment based on 
The Millionaire Next Door 

Advisor & client-facing reports

Custom reports & behavioral guides

Investor Profile

Assess psychological risk tolerance & more

Financial Perspectives

Identify money attitudes


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COMPLETE

$159

Per Advisor / Per Month

Building Wealth

Behavioral assessment based on 
The Millionaire Next Door 

Advisor & client-facing reports

Custom reports & behavioral guides

Investor Profile

Assess psychological risk tolerance & more

Financial Perspectives

Identify money attitudes

Engage Marketing Suite

Library of short money mindset tests

Mind & Money Content

Monthly content for client communication

Embed calls-to-action 

FAQs…with answers our advisor clients like to hear.

Partner discounts? Yep. Check out our partners here.

Multi-advisor discounts? Yes. Contact our team to find out more.