Alternatives to DataPoints
DataPoints sells online behavioral assessments that financial planners, wealth managers, financial coaches and therapists give clients to learn their money attitudes, wealth-building habits and risk tolerance. The tools draw on decades of research on affluent households, including the data behind the book The Millionaire Next Door. Read the DataPoints profile.
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & researchCustom quote
Capital Preferences
Behavioral client discovery and preference profiling software for wealth managers
- RIAs
- Asset managers
Data & researchCustom quote
CFRA
Independent equity, fund and ETF research and data for wealth firms
- Broker-dealers
- RIAs
- Banks and trust companies
- Family offices
Data & researchCustom quote
Clarity AIIn the news
Sustainability and ESG data platform for investors and wealth managers
- Asset managers
- Family offices
- Banks and trust companies
Data & researchCustom quote
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
RPAGIn the news
Technology platform for retirement plan advisors and their firms
- RIAs
- Broker-dealers
- Asset managers
- Retirement plans
Data & researchTiered