New to Elements? Start here...
The videos below 👇 will help you get to know the technology powering Elements. We recommend you watch all of these before you meet with a member of our team.
#1
Learn how to set up your advisor account including how to create your account, access the system on your mobile device and how to add firm branding.
#2
Learn how to create clients, how different client categories work, and how to invite clients to the app.
#3
Learn what the client sees when they are invited to Elements and what they must do to connect with their advisor
Guide: Easy Invite Links
Easy Invite Links Guide
*Easy Invite Links
Easy invite links help you quickly capture prospects (or clients) in Elements using a white labeled and customized lead capture form. This page shows you how that works
Guide: ByAll Accounts
ByAll Accounts User Guide
ByAllAccount Guide
ByAllAccounts enables advisor users to connect and import client accounts from various custodians, financial institutions, and portfolio management software (i.e. “account aggregation”)
#4
Learn how to navigate a client profile on the advisor web platform including how to add new data, edit existing data, and how to produce certain reports
#5
Learn how to navigate a client profile on a mobile device including how to add data, edit existing data and generally what the client experience is like
#6
Learn how account linking through Plaid works on the mobile app
#7
Learn how to generate a One-Page Plan report on the advisor web portal.
#8
Learn how to access the Insights beta feature and how it works with clients.
#9
Learn what happens during the quarterly progress reporting process. This will apply to all active clients.
#10
Learn what prompts active clients will receive each quarter on their mobile device.