Answers for advisory firms.
Quick answers about pricing, Financial Vitals, AI features, client-facing workflows, privacy, and how Elements fits alongside traditional planning tools.
What Elements helps firms do.
Elements helps advisory firms collect client data, organize Financial Vitals, monitor progress, and turn ongoing advice into simpler client-facing conversations.
Show value faster
Use Financial Vitals to orient clients around the parts of their financial life that need attention now.
Keep advice moving
Combine data collection, dashboards, monitoring, and communication into a lighter ongoing planning workflow.
Product basics.
Elements is built for financial advisors who want a faster way to understand and communicate client financial health.
What is Elements?
Elements is financial planning and financial wellness software for advisory firms. It helps advisors collect client data, organize a client financial picture with Financial Vitals, monitor progress, and communicate advice in a simpler ongoing format.
Who is Elements for?
Elements is for financial advisors and advisory firms that want a faster way to show value, collect data, monitor client financial health, and deliver advice conversations without making every interaction depend on a full traditional plan.
What are Financial Vitals?
Financial Vitals are the Elements metrics that summarize a client's financial health. They help advisors quickly orient a client around risk, cash flow, debt, savings, liquidity, wealth, insurance, estate readiness, and related planning conversations.
Plans and fit.
Self-serve Elements plans are month-to-month, with tiers for firms as they grow their client count and workflow needs.
How much does Elements cost?
Elements has a Starting tier at $0 per month for firms with 0-5 clients in Elements. Firms with 6+ clients choose Elements Core at $149 per month or Elements Pro at $299 per month.
What is included in Pro?
The Elements pricing page describes Pro as including account aggregation, AI features, messaging, mobile tools, and expanded capacity.
How Elements fits.
Elements is strongest for fast financial orientation, ongoing monitoring, and client-facing advice conversations.
Does Elements include AI features?
Yes. The Elements pricing page describes AI features as part of Elements Pro, along with account aggregation, messaging, mobile tools, and expanded capacity. Advisors should still review AI-assisted output before using it in client advice.
Does Elements replace eMoney, MoneyGuidePro, or RightCapital?
Elements can complement or reduce reliance on traditional planning tools depending on a firm's workflow, but it is not a universal replacement for every detailed projection or planning use case.
Compare Elements with other planning software, including Elements vs eMoney, Elements vs MoneyGuidePro, and Elements vs RightCapital.
Is Elements client-facing?
Yes. Elements includes client-facing reporting and dashboards, and the pricing page describes mobile tools and expanded capacity as part of Pro.
Privacy, terms, and access.
Firms should review the public policy pages and their own compliance requirements before adopting any planning platform.
Where can I review privacy and terms?
The public Elements site links to the Website Privacy Policy and Website Terms.
Where should advisors go next?
Review features, compare pricing, read software comparisons, explore resources, or book a product walkthrough.
See Elements in context.
Walk through the client data collection, Financial Vitals, and advice workflows with the Elements team.