January 15, 2016


Assessment Technology

DataPoints’ leading-edge assessment platform gives your firm a powerful tool to drive return on behavioral change. Learn how DataPoints’ assessment platform can improve client net worth and firm success.


Researching Affluent Markets

Data Points’ expertise in research design and measurement ensures that the strategic decisions you make rely on sound behavioral science. With its roots in the Affluent Market Institute, Data Points’ methodologies are based not only on 40 years of research on wealth accumulation but also on leading edge research into behavioral finance, psychology, and marketing.

Whether designing new products and services, creating a marketing strategy, or training advisors, Data Points’ research provides deep insight into advisor performance and client behaviors.