Company intelligence
Elements
Holistic financial health advice in 10 minutes...instead of 10 Hours.
Financial Services
South Jordan, US
77 employees
5 public signals
About Elements
Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Verified activity
Signals from Elements
5 published signals
Technology & Infrastructure
Elements updated the Client Documents tab to allow users to work with multiple files at a time by selecting them in Client Details > Documents and downloading them as a single ZIP file.
Reported by Elements
Presence & Recognition
Elements featured a recent Elementality episode featuring Jeff Morgan and Abby Morton discussing how advisors are competing with Google and AI chatbots.
Reported by Elements
Products & Services
Elements introduced household-level scorecard customization where a firm sets its default view and an individual household's scorecard can be tailored without changing the default for everyone else.
Reported by Elements
Products & Services
Elements introduced Customize Elements, allowing firms to choose which vital signs appear across client scorecards.
Reported by Elements
Research & Knowledge
Elements published an article highlighting the gap in financial planning software and client onboarding times.
Reported by Elements