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


 

Description

Building Wealth

Behavioral assessment based on 

The Millionaire Next Door


Investor Profile

Assess psychological risk tolerance & more


Financial Perspectives

Identify money attitudes; compare attitudes


Engage Marketing Suite

Library of short money mindset tests

Embed on your site, in social, and on blogs


Mind & Money Content

Monthly financial psychology content for client communication


Unlimited contacts & households


Advisor & client-facing reports

Branded for your firm


Custom reports & behavioral guides


Klontz Money Scripts Inventory-R

Assess underlying money beliefs


Financial Health Scale

Measure money-related health



Pricing


DataPoints Plus

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$120

Per Month / Advisor


DataPoints Toolkit

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$80

Per Month / Advisor


Money Scripts®

powered by DataPoints

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$60

Per Month / Advisor

FAQs…with answers our advisor clients like to hear.

Free trial? Yes! Try out our assessments with a two-week trial.

Partner discounts? Yep. Check out our partners here.

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

Money Scripts® on DataPoints

Now you can add the power of Money Scripts® to your practice with DataPoints. Learn more here.