Thankful

Starting a business, as many of you know, is a task that requires a great amount of fortitude, but it also requires the support many others. This year, we are particularly grateful for our clients, who have embraced the use of behavioral science in their practices to help their clients succeed. The advisors who work with[…]

Lone Stars and Fintech

The nature of relationships among financial professionals and their clients is changing, and one of the organizations committed to fiduciary financial planning is the XY Planning Network. We are proud to say that many of our clients are members of XYPN, and its mission is straightforward: XY Planning Network is the leading organization of fee-only financial[…]

From the West Coast: XYPN16

Earlier this week the DataPoints team had the privilege of attending the XY Planning 2016 conference in San Diego, and presented its technology solution to the advisors there in the conference’s inaugural fintech competition. The XY Planning network is a group of fee-only financial advisors that are committed to serving as fiduciaries to their clients[…]

DataPoints at XY Planning Network’s 2016 Conference

We’re excited to announce that DataPoints has been selected as one of six finalists in the XY Planning Network’s 2016 fintech competition. Our behavioral analytics platform is transforming the way advisors and firms segment, coach, & develop their clients, and we’re excited to present alongside other fintech companies in September! Read about the fintech competition[…]