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Modernize Your Financial Planning Software & Process

Elements is simpler, faster, and more scalable than traditional planning.

And it is designed to help you give
“rising star” clients and prospects exactly what they’re looking for.

See How It Works
"Fast forward four years, and the result is Elements, a financial planning program unlike anything you’ve ever seen before."
Bob Veres
Bob Veres
Inside Information

Wait…A Client Centric Mobile App?

Elements was designed first and foremost to make financial planning an easy, enjoyable experience for your clients. Imagine an elegant client portal that your clients will actually want to use and that exposes all the hard work you’re doing behind the scenes.

Easily Measure and Assess Financial Health

The Elements scorecard provides you with a set of standard vital signs for assessing your clients’ holistic financial health at a glance.

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Level-up Your Financial Planning Game With:

A Repeatable, Ongoing Planning Process

A Beautifully Designed Mobile Client Portal

A Scorecard to Track Financial Health

Innovative Client Data Collection Tools

A Framework for Showing Recurring Value

Automated Nudges to Engage Clients

Move Beyond Traditional Planning

If you’re ready to level up your financial planning process with a next-gen client experience we should talk.

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