XYPN Members, get ready to...
Give Real Advice. Really Fast.
Elements is the fastest way to show clients your true value.
And, our partnership with XYPN makes signing up a no brainer.
What is Elements?
A financial vital signs system that helps you rapidly...
- Gather client data
- Prep for client interactions
- Get to client “a-ha” moments faster
- Create marketing content
Exclusive for XYPN Members.
Month-to-Month Commitment | Free Training | In-Person Event Discounts
Build
0-5 Clients on ADV
100% Discount
Full Product
Cost per Advisor: $299
Free
Not Sure?
Request a Live Demo
Accelerate
6-20 Clients on ADV
50% Discount
Full Product
Cost per Advisor: $299
$149/mo*
$299/mo
Not Sure?
Request a Live Demo
Scale
21+ Clients on ADV
25% Discount
Full Product
Cost per Advisor: $299
$225/mo*
Not Sure?
Request a Live Demo
What Are The Vital Signs of Financial Health?
Elements Overview Video
Sexy. Modern. Exciting.
Beautiful design and intuitive usability are core values at Elements.
Your clients and prospects will feel the difference.
Grow Your Business.
Elements makes it easy to show instead of tell what you do for your clients.
One-Page Plans.
Personal finance can feel very overwhelming. Simplify your advice by distilling everything a client or prospect needs to know, into a simple, beautiful, One-Page Plan.
Evaluate All Your Clients at Once.
Assess the financial health of your client roster by comparing, sorting, and filtering by the Scorecard metrics all from one view. Use your clients' aggregate data to benchmark prospective client health.
Get to "a-ha" Moments Faster.
Elements gives you a way to reduce the complexity of explaining financial health, so you can have more productive conversations with prospect and clients.
A Mobile App Built For Prospects & Clients
Make it convenient for your people to share their data, engage, and experience the value you'll bring to the relationship.
Show Progress Beyond Investments.
Automated Elements Scorecard Progress Reports illustrate how each aspect of your clients' overall financial health improves over time.
Integrations.
We’ve partnered with Plaid, Morningstar, and Zapier to help you automatically keep managed and held away account data up to date and connect Elements with other important systems.
Love
From the
Advisor
Community
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."
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."
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."
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."
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."
