XY Planning Network Members: Add the power of behavioral assessments to your practice.
Description
Building Wealth
Behavioral assessment based on
The Millionaire Next Door
Investor Profile
Assess psychological risk tolerance & more
Financial Perspectives
Identify money attitudes; compare attitudes
Engage Marketing Suite
Library of short money mindset tests
Embed on your site, in social, and on blogs
Unlimited contacts & households
Advisor & client-facing reports
Branded for your firm
Custom reports & behavioral guides
Klontz Money Scripts Inventory-Revised (KMSI-R)
Assess underlying money beliefs
Financial Health Scale
Measure money-related health
Pricing
DataPoints Plus
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$90
Per Month / Advisor
DataPoints Toolkit
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$60
Per Month / Advisor
Money Scripts®
powered by DataPoints
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$40
Per Month / Advisor
Questions? Reach us at xypn @ datapoints.com.