Wealthbox + DataPoints

Modern CRM integrated with behavioral assessement technology to help clients understand their wealth.

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Overview

DataPoints helps financial advisors understand client money mindset. Their suite of behavioral assessments help uncover money attitude, risk tolerance, money beliefs, and wealth-building competencies. The integration with Wealthbox allows advisors to import financial personality, attitudes, risk tolerance, and other behavioral assessment results from DataPoints into Wealthbox.

Notes, assessments, and investor profiles are shown in the Wealthbox activity feed.

Resources

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Best Practices in Measuring Client Wellness and Satisfaction (CFP® CE)

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Sarah Stanley Fallaw
“With the DataPoints integration with Wealthbox, advisors can easily add the psychology of financial planning to workflows and communication, thereby personalizing each client interaction based on investor personality, money attitudes, and client money scripts.”

Sarah Stanley Fallaw, Founder & President at DataPoints

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