Speed Up Your Planning Process
Spend less time collecting and analyzing client data. Elements Financial Monitoring is simpler, faster and more scalable than traditional planning.
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Find a time to see how Elements helps financial advisors speed up their planning process.
Fast forward four years, and the result is Elements, a financial planning program unlike anything you’ve ever seen before.
I am 100% sold...I fully believe Elements will do for the industry what the Monte Carlo did for the linear TVM projection.
Elements is the most efficient and effective solution out there for providing real-time financial advice on a personal level.
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Reduce Client Prep Time
with holistic financial health scorecards
Increase Efficiency
with a standardized ongoing process
Quickly Send Proactive Insights
that are bite-sized and automatically queued
Easily Measure and Assess Financial Health
The Elements scorecard provides you with a set of standard vital signs for assessing your clients’ holistic financial health at a glance.
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