Can your RTQ anticipate client decisions?
Assess psychological risk tolerance with the Investor Profile.

Your clients deserve a better experience when it comes to assessing risk tolerance.

With the Investor Profile RTQ from DataPoints, your clients will easily respond to questions about their past experiences and investing-related decisions.

Your clients will receive a complete, detailed report explaining their psychological risk tolerance, branded for your firm.

And, you’ll get a complete picture of your clients’ investing characteristics and how other investors compare.

Start your free, two-week trial today.

Built with psychometrics.

There's a science to anticipating investor behavior.

The Investor Profile was built based upon the science of 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.

Use the results to guide clients to better investing decisions.

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 attitudes in advance.