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The DataPoints integration

Michelle Lauffer
Michelle Lauffer
  • Updated

Overview

DataPoints helps financial advisors understand client money mindset. Their suite of behavioral assessments helps uncover money attitudes, 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.

Key features of the integration

  • Notes, assessments, and investor profiles are shown in the Wealthbox activity feed.
  • Import Wealthbox contacts into DataPoints.
  • Send leads and contacts from DataPoints to Wealthbox.
  • Send test scores from any test from the DataPoints library to note in Wealthbox.
  • Webinar: Uncovering The Five Factors of Investor Personality & Risk Tolerance (CFP® CE)A Webinar on the Integration of  + Wealthbox

How to enable the integration

The integration is enabled on the DataPoints side—please reach out to their team directly if you need any assistance getting started.