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.

Learn More About The Investor Profile

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.

Download Our White Paper