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.