Faster orientation
Advisors need to understand a client's financial health quickly enough to guide the next conversation without waiting for a full planning cycle.
AI Financial Planning Software
Financial advice conversations, organized faster.
Elements helps advisory firms use Financial Vitals, client data, dashboards, progress reporting, and AI-enabled workflows to orient clients around what matters now.
Direct answer: Elements is AI-enabled financial planning and financial wellness software for advisors. It is built around Financial Vitals, data collection, client-facing reports, dashboards, and ongoing monitoring rather than a one-time plan document.
Why advisors look for AI planning tools
Clearer client conversations
Clients often need a simple financial language before they are ready for detailed recommendations, projections, or implementation work.
Ongoing monitoring
Planning value is easier to show when advisors can track progress across cash flow, debt, savings, liquidity, insurance, estate readiness, and wealth over time.
How Elements fits
- Financial Vitals: Elements summarizes client financial health in metrics advisors can use for orientation and ongoing advice.
- Client-facing workflows: The platform includes reporting and dashboards that help advisors show value beyond investment performance.
- AI features: Elements Pro is described on the pricing page as including AI features, account aggregation, messaging, mobile tools, and expanded capacity.
- Progress reporting: Elements helps firms turn planning into a recurring conversation instead of only a static planning deliverable.
Choose Elements when
You need a pre-planning tool
Elements is useful when an advisor wants to diagnose, orient, and prioritize before producing a deeper plan.
You sell financial wellness
Financial Vitals give firms a repeatable language for wellness, monitoring, and client education.
You want faster proof of value
Elements helps advisors show what they do and why it matters earlier in the relationship.
Where traditional tools may still fit
Elements is not presented as a universal replacement for every detailed financial planning, tax, estate, investment, or projection workflow. Firms may still use tools such as eMoney, MoneyGuidePro, RightCapital, or specialized systems when they need deeper scenario modeling or plan-specific deliverables. Elements is strongest as the orientation, monitoring, and advice conversation layer.
Compare Elements with other financial planning software, including Elements vs eMoney, Elements vs MoneyGuidePro, and Elements vs RightCapital.