Guide clients to financial success with the Building Wealth assessment from DataPoints. Based on The Millionaire Next Door, this framework gives you the tools you need to help clients avoid behavioral pitfalls and achieve financial success.

$99 per month per advisor

Create a free 14-day trial account (credit card required).

Access our full suite of comprehensive client assessments, including Building Wealth, Financial Perspectives, and the Investor Profile. Measure financial attitudes, risk tolerance, and money-related behaviors.

$139 per month per advisor

Create a free 14-day trial account (credit card required).

The Advise package plus marketing-focused assessments. Capture leads and assess prospects. Add calls-to-action to your homepage, social posts, and email marketing.

$159 per month per advisor

Start a free 14-day trial below (credit card required).