What's new in Elements
This month introduces AI Connections, four new Elements reports, and One Page Plan in the client portal—plus faster navigation, more household-level control, and clearer workflows across advisor web and mobile.
AI Connections: bring live Elements context into your AI workflow
AI Connections lets advisors authorize compatible MCP-enabled AI assistants, including Claude, to find active clients and work with current profile, scorecard, and financial snapshot data. The beta is read-only and cannot change client records or take actions inside Elements. Read the deeper launch post on AI Connections, then follow Connect Claude to Elements with AI Connections for setup steps.
Burn Rate and Tax Rate reports: explain cash flow and taxes clearly
Advisors can now open and download dedicated Burn Rate and Tax Rate reports from the score detail workflow, making it easier to move from the scorecard to a client-ready conversation.
Equity Rate and Insurance Rate reports: add investment and coverage context
New Equity Rate and Insurance Rate reports turn the score detail into a focused explanation of portfolio allocation and insurance coverage, using the same report workflow advisors already know.
One Page Plan is now available in the client portal
Clients can open the One Page Plan their advisor prepared directly from the portal and review their purpose, goals, next steps, Elements scores, income and spending, and net-worth progress in one view-only summary.
Faster navigation and more control over client detail
The global search overlay helps advisors move between clients, settings, and integrations without returning to the client list. Household-level Customize Elements controls can inherit the firm default or tailor Element visibility for one household.
Other & Fixes
- Estate Status now participates in client onboardingClients can complete checklist responses and provide supporting documents during onboarding when Estate Status is enabled.
- Mobile assets and debts are easier to scanLong account lists are grouped into clearer categories that align more closely with the web experience.
- Liquid Term shows more of the score's compositionAdvisors can see term contributions for the available Liquid Term subcategories.
- Equity Rate details are easier to discussAccounts use allocation context and clearer account-type grouping.
- Multi-firm navigation is more usableAdvisors with many firms can search the selector, and long firm names stay contained on smaller screens.
- Client invitations and account recovery are more resilientPermission, error, and delivery improvements make common client-access workflows clearer.
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
Firms can choose which Elements should appear across client scorecards, so the experience better matches the planning conversations they actually want to lead.
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.