The Assessment Toolkit for Advisors

Spending, saving, and investing behaviors matter most when it comes to building and sustaining wealth. So, how can you help your clients stay on the path towards financial success?

Identify and guide clients towards successful financial decision-making using scientific assessments that pinpoint financial attitudes, wealth-building behaviors, and psychological risk tolerance.

DataPoints supports advisors with 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.