DataPoints

Open
4880 Lower Roswell Rd Ste 165
Marietta, GA 30068

DataPoints, located in Marietta, GA, specializes in uncovering client money mindsets through innovative behavioral assessments. Their tools provide financial advisors with essential insights into clients' financial attitudes, wealth-building behaviors, and risk tolerance, drawing from the latest research in financial psychology.

Offering a comprehensive library of money personality assessments, DataPoints enables advisors to capture leads, coach clients, and measure risk tolerance effectively. The assessments are grounded in psychometric science and offer a complete picture of client personality, facilitating a more tailored approach to wealth management.

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