What's new in Elements
Customize Elements: show the scorecard that fits your firm
Customize Elements gives firms a simple way to hide Elements by default across their client scorecards. Start in Firm Settings, choose Customize Elements, hide the Element, and client details immediately reflect the cleaner scorecard.
Tax Notes: capture tax-planning context in the right place
Tax Notes make it easier to keep tax-specific planning context with the client record. Advisors can add the note type directly from the notes workflow and keep the detail available for future client conversations.
Safer Currency Inputs: fewer mistakes when entering money
Currency fields now behave more safely when advisors enter or edit dollar amounts. The input experience accepts common money-entry patterns and keeps the saved value aligned with what the advisor intended.
Other & Fixes
- Customize Elements is easier to discoverFirm-level element visibility now lives in Firm Settings under Customize Elements.
- Removed Elements stay out of client detailsWhen a firm hides an Element, the client detail scorecard updates so advisors can see the actual outcome of the setting.
- Note types are clearer for tax workflowsTax-specific context can be separated from general notes.
- Money entry is more forgivingCurrency inputs are less likely to surprise advisors when values include symbols, commas, decimals, or quick edits.
Archive
Past release notes available on the website.
What's new in Elements
Manage routine product emails in Settings while account, security, and billing messages stay on.
What's new in Elements
Connect through MCP, approve read-only access, and ask for current client profiles, Elements scores, and financial snapshots.
What's new in Elements
Turn on the Estate Status beta to add a weighted estate-planning checklist to client scorecards, customize firm defaults, and track household-specific Yes/No/N/A progress.
What's new in Elements
You can now add spending notes directly inside the spending form.
What's new in Elements
Open Edit and View History from the client page to update a saved note or remove one that no longer belongs in the record.