Financial Planning Software

Introducing Financial Pre-Planning Software:

Save Time Serving Clients & Growing Your Practice

The Elements Financial Vitals System makes it fast and easy for financial advisors to:

  • Gather client data
  • Assess financial health
  • Monitor progress beyond investments
  • Help clients have “a-ha” money moments
Brandon Galici, CFP®
"...As I delve deeper into the software, I realize just how much Elements streamlines my entire business model. From onboarding to communication, it has revolutionized the way I interact with clients."
Billy Zerillo
"I’ve only used Elements for a month and I already got a new client. I showed them how I could answer their questions using the Scorecard. Before Elements, I couldn’t have had that same conversation."
Shehara Wooten
"The ability to be able to collect information more readily, more easily, and on top of that, to be able to see their scorecard all in one place and easily talk about, for instance, the Element Total Term and help them interpret that... it's a different way for them to see their financial wellness, their financial life."
Michael Hathaway
"Elements makes it simple and easy to show clients where they are today, how much progress we've made working together, and where they can go in the future. For delivering this value on an ongoing basis, I think Elements is fantastic."
Grant Botma
"Elements has helped us attract new clients through its powerful call-to-action options. Instead of just scheduling an appointment on our website, we can now offer a free assessment. Clients can start by filling out information within the Elements app, and we can then provide them with an accurate assessment of their financial situation. This builds a relationship with them even before they click the "schedule an appointment" button."
Becky Walsh, CFP®, CAP®
"Elements is SO intuitive. Yet it’s not simplistic: it allows us to address complex questions with elegant simplicity."

Elements Makes It Easy To

Grow Your Business.

Turn those common financial questions into new clients. Use “Easy Invites” as a simple next step in all your marketing activities.

Serve More Clients.

Make your planning process more efficient, so you can profitably help a lot more people without sacrificing the quality of your advice.

Know What to Say.

Quickly turn complex topics into meaningful client conversations.


Traditional plans were built for a world that no longer exists. Elements was built for our modern reality. Stop projecting. Start Planning.

Love From the Advisor Community

Scott Frank, CFA, CFP®
IMO the best thing about Elements is that it works with existing clients JUST AS WELL as it will work with people who don’t get access to financial planning in the current market.
Phil Telpner
I believe what separates a good advisor from a great one is the skill to plan for the future and the present. A great advisor needs to help clients do both. Elements helps me do that.
Tyler Hackenberg, CFP®
Why I love Elements. I had a client who asked me, “can I slow down at work and spend some time with the kids?” I got to jump up and down with the client and say, "yes." Of course, some opportunities still need to be fleshed out, but quickly being able to say "yes" was incredible.
Joel Holden
Elements can completely change the conversation advisors have with clients. The ability to use the Elements to demonstrate clients' progress in specific areas is a game changer.
Ed Kinsey
Elements enables what I've been trying to do with clients for more than a decade. Provide a holistic service within a price range that isn't detrimental to the clients' portfolio success.
Daniel Crosby, Ph.D.
Great tech, killer design, and two great dudes [leading the way]. I’m a believer.

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

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