A Behavioral Finance Toolkit for Advisors
Spending, saving, and investing behaviors matter most when it comes to building and sustaining wealth. Identify and guide clients towards successful financial decision-making using scientific assessments that pinpoint financial attitudes, wealth-building behaviors, and psychological risk tolerance.
DataPoints gives holistic advisors and their clients the insights needed to help clients grow wealth over time. Our products are grounded in psychometric science, and are based on the research that fueled The Millionaire Next Door.