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.