We are proud to partner with Zoe Financial.

Add the power of behavioral assessments to your practice.

To get started with a free, two-week trial, complete this form.


 

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


Mind & Money Content

Monthly financial psychology content for client communication


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

Lorem ipsum dolor sit amet, consectetur adipisicing elit.


$90

Per Month / Advisor


DataPoints Toolkit

Lorem ipsum dolor sit amet, consectetur adipisicing elit.











$60

Per Month / Advisor


Money Scripts®

powered by DataPoints

Lorem ipsum dolor sit amet, consectetur adipisicing elit.


$40

Per Month / Advisor