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Elements

Financial planning platform using Financial Vital Signs to track client financial health and progress.

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Overview

Elements is a financial planning platform for advisors that distils a client's full financial picture into a set of Financial Vital Signs, supported by intuitive visuals and longitudinal tracking. Its Scorecard offers a quick way to assess overall financial health.

The platform is built for advisors, firms, coaches and teams that favour clarity over complexity, giving advisors and clients a repeatable, client-friendly foundation for conversations about goals and progress.

Key Features

+ Financial Vital Signs assessment
+ Elements Scorecard for financial health
+ Longitudinal tracking of client progress
+ Intuitive financial visuals
+ Client-friendly mobile app experience
+ Repeatable advice framework for teams

Integrations

Open APIAccount aggregation providers

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