DataPoints
Uncover client money mindset with a library of client discovery tools from DataPoints. Planners, coaches, and other financial professionals use our tools to measure risk tolerance, uncover money beliefs, identify money attitude differences in couples, and personalize money experience conversations.
Learn more about their tools by visiting their website here.
Benefit Breakdown
Add the psychology of financial planning to your practice. Use code XY25DataPoints for 25% off retail pricing (listed below), exclusively for XYPN members.
Uncover Investor Mindset
- Retail: $50/month
- XYPN Member Cost: $38/month
Focus on Beliefs and Wellness
- Retail: $75/month
- XYPN Member Cost: $56/month
The Millionaire Next Door
- Retail: $95/month
- XYPN Member Cost: $71/month
Account Management
New user? Let's get you signed up!
- You can sign up for DataPoints through your Member Portal.
- Click Apply Now.
- After that, you will be on DataPoints' website. Select the plan that makes the most sense for your firm, create an account, and enter the requested registration information.
- Then, to receive the benefit, go to "Account > Billing" and use code XY25DataPoints to receive 25% off.
- That's it! Your Member Portal will update at the end of the month of when you sign up, reflecting this is an active benefit under your XYPN membership!
Current user? Let's apply that discount!
- Simply log into your account, go to "Account > Billing" and add code XY25DataPoints to receive 25% off your future subscription.
Adding/Removing a license and upgrading your tier
- For all license adjustments and tier upgrades, please contact DataPoints directly for further support and the next steps: xypn@datapoints.com.
- Your Member Portal will update at the end of the month of when you add/remove a license or when you adjust your tier, reflecting this is an active benefit under your XYPN membership!
- Please refer to your DataPoints account and customer support team for questions or support on confirming account details when making adjustments such as license count and tier level. This is to confirm account accessibility accuracy and for billing purposes.
Account cancellation
- You can cancel your DataPoints account through your Member Portal.
- Click Close Account, confirm the requested account information, and then click Close Account.
- That's it! We will take care of the rest. Your Member Portal will update at the end of the month of when you cancel your account, reflecting this is no longer an active benefit under your XYPN membership.
Leaving XYPN?
- Your DataPoints discount as an XYPN member will end when your membership ends. Be sure to connect with DataPoints (xypn@datapoints.com) directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.
Billing
- All billing and invoicing will be done directly through DataPoints.
Helpful Resources
- Check out Michael Kitces’ review on his Nerd’s Eye View blog.
- Take a look at DataPoints' Blog and other News and Releases.
- Tutorials, templates, and additional resources may be found in the DataPoints Knowledge Base (available after setting up trial).
Contact
Contact xypn@datapoints.com for more information.