You want features? We got ‘em.
Hello, World.
Meet Elements.
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients. Guaranteed or your money back.
Let’s Start With Our Scorecard.
Imagine one picture that represents your client’s entire financial life in 12 simple metrics.
Sexy. Modern. Exciting.
Beautiful design and intuitive usability are core values at Elements.
And, you can feel the difference.
Business Growth Tools.
It's hard to quickly prove your value to clients and prospects.
The Elements Scorecard, Easy-Invites, 8-Minute Onboarding, and communication tools make it much easier to show instead of tell what you can do for clients.
Access All Your Clients at Once.
Evaluate 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.
What Should I Say?
Elements gives you a way to reduce the time it takes to assess and explain financial health, so every prospect and client conversation can be meaningful.
A Mobile App Built For Your Clients.
Make it convenient for clients to share their data and engage with you and your advice.
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.
Automatically Generate Accurate Reports.
Mobile app prompts are automatically sent to clients each quarter to verify their data. Then we send an in-app interactive net worth progress report.
Data Aggregation.
We’ve partnered with Plaid and Morningstar to help you automatically keep managed and held away account data up to date.
Love
From the
Advisor
Community
Brandon Galici, CFP®
Someone who totally ghosted me last year just became a client for me because of what I was able to unlock for him with a Scorecard. He onboarded himself and is paying me 63% more than I quoted him last year. All due to my improved process with Elements.
Travis Slade, CPA
Elements significantly improved how we communicate value to our clients.
Jeremy Armagost, CFP®
Thanks to Elements, I'm now able to tap into a new group of clients - DIYers. I can charge them for occasional check-ins. I've discovered exciting planning opportunities I never had before.
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.
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.
Ian McGinnis
Elements has improved my conversion rate as well as my data collection process.
