DataPoints
HQ Address
4880 Lower Roswell Road, Suite 165, Marietta, GA 30068, United States
Website Address
Business introduction
Uncover client money mindset
The science of building wealth
At DataPoints, we help financial professionals understand client money mindset. Our suite of behavioral assessments help uncover money attitude, risk tolerance, money beliefs, and wealth-building competencies. Based on over 40 years of research, including the data that led to The Millionaire Next Door, our insights provide financial professionals a roadmap to help clients avoid the behavioral challenges to achieving financial success.
DataPoints Solutions
DataPoints Platform
Identify money attitudes Capture leads. Uncover attitudes towards saving, spending, and investing. Coach and guide clients Identify client wealth-building personality. Use the results to coach clients in six areas. Assess risk tolerance Measure risk tolerance with a broad assessment of client investing personality. ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
