Money Scripts® Now Available on the DataPoints Platform

There is a continued and increased focus on financial psychology in the financial services world. The CFP Board has recently updated its knowledge topics to include the psychology of financial planning, covering everything from client attitudes to critical life experiences that could shape a financial plan. Financial planners recognize that money personality is a key[…]

Integrate Behavioral Insights into Wealthbox

When you’re working to help clients achieve financial success, having insights related to their financial psychology is crucial. We’re delighted to share that you can now have behavioral insights from DataPoints integrated into Wealthbox. Now advisors who use DataPoints have client money-related attitudes, personality, and psychological risk tolerance assessment results as notes inside Wealthbox. Our[…]