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.

Play Video

#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.

Play Video

#2

Learn how to create clients, how different client categories work, and how to invite clients to the app.

Play Video

#3

Learn what the client sees when they are invited to Elements and what they must do to connect with their advisor

Play Video

#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

Play Video

#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

Play Video

#6

Learn how account linking through Plaid works on the mobile app

Play Video

#7

Learn how to generate a One-Page Plan report on the advisor web portal.

Play Video

#8

Learn how to access the Insights beta feature and how it works with clients.

Play Video

#9

Learn what happens during the quarterly progress reporting process. This will apply to all active clients.

Play Video

#10

Learn what prompts active clients will receive each quarter on their mobile device.