What's new in Elements
More control over advisor communications and client files.
Choose the Elements emails you receive
Email Notifications in Settings give advisors control over five categories of routine product emails, including client activity, messages, new clients and prospects, quarterly review reminders, and client account deletions. Account, security, and billing messages stay on. Emails in those five manageable categories also include a Manage email communications link that takes you directly to these settings.
Manage several client documents at once
The Documents tab now makes multi-file work faster. Select multiple documents, then download the selected files together as a ZIP or review a confirmation before permanently deleting them.
Other & Fixes
- One Page Plans fit narrower desktop windowsThe plan now scales to the available width instead of clipping content in smaller desktop windows.
- Client Details remembers the Documents tab after refreshReload a client while reviewing documents and return to the same tab.
- Estate Status onboarding navigation is smootherClients can continue from Insurance to Estate Status without being sent back to an earlier step.
Archive
Past release notes available on the website.
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
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.