Software - Marietta, GA, US
DataPoints provides financial professionals with behavioral assessments to help clients understand their financial competencies. Our assessments, based on the research from The Millionaire Next Door, provide a science-based framework for identifying and enhancing money-related habits. Our powerful analytics provide personalized insights into patterns of financial behaviors, money-related attitudes, and characteristics that impact saving, spending, investing and advising outcomes. Through assessment and reporting capabilities, DataPoints empowers individuals and the professionals who work with them to succeed in the behavioral side of financial management.
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