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More than an RTQ
The Investor Profile gives you a roadmap for better conversations.
Uncover client personality, composure, preference and more with DataPoints.
Uncover investing mindset
There's a science to measuring a client's investing-related characteristics.
Emotions & investing
Learn about Volatility Composure, the trait that all clients have related to investing and emotions.
Psychometrics versus Revealed Preferences
There are a couple of types of RTQs. Learn about the differences.
Trait vs State
Are you measuring a stable client characteristic? Or something more temporal?
Taking a chance?
Are you taking a chance with your current RTQ?
Read our white paper.
Download our white paper, “Understanding Great Investors,” to learn more about our research.
The Investor Profile is:
Complete
Uncover your client's investing mindset.
Clear
No confusing questions or math problems.
Scientific
Based on psychometrics, not on "guesses."
Efficient
Clients take the test with a simple link.
The psychology of investing.
Built with psychometrics.
The Investor Profile was built based on psychometrics, the science of measuring unseen characteristics. Our test is backed by a complete technical manual outlining the evidence of its reliability and validity.
A behavioral roadmap.
Using a competency modeling approach, DataPoints created the Investor Profile to provide you with details on your client’s investing personality. Know your client’s composure, confidence, and attitude in advance.
A library of behavioral assessments.
The Investor Profile is one of the many assessments on the DataPoints platform. Create a free, two-week trial to see how our tools will help uncover client money mindset.
Test the test.
Take the Investor Profile here. We’ll follow up with the advisor-facing report.