September 14, 2017

Work With Us

Get started with a free, two-week trial to see how DataPoints can help your practice. We offer hands-on training, tutorials, and guides. We offer discounts through our partners. To learn more about our products, check out the descriptions below or contact us here.

Looking for enterprise pricing? Reach us here to learn more about Enterprise pricing.

Annual Monthly



Behavioral Assessments

Lead-Focused Assessments

Risk Tolerance Assessment

Onboarding

Marketing Guidance

Behavioral Finance Guidance

$ Per Additional Advisor/Month

Advisor

$129

per advisor per month

Tutorials, Webinars, and Guides

Email & Marketing Templates

Wealth Factor Guides

$70

Pro

$159

Per Advisor per month

Tutorials, Webinars, and Guides

Personalized Onboarding

Email & Marketing Templates

Custom Landing Page Content

Wealth Factor Guides

Workflow Implementation Consulting

$80

guide

209

Per advisor per month 

Tutorials, Webinars, and Guides

Personalized Onboarding

Custom Account Configuration

Email & Marketing Templates

Custom Landing Page Content

Behavior-Focused Branding Evaluation

Wealth Factor Guides

Workflow Implementation Consulting

Client Discovery Consulting

$90

*Consulting services offered after trial period.