Elements featured a recent Elementality episode featuring Jeff Morgan and Abby Morton discussing how advisors are competing with Google and AI chatbots.
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Most people delay financial planning because it's uncomfortable, not because they don't need it. On a recent Elementality episode featuring Jeff Morgan and Abby Morton,…
Company
Elements
Holistic financial health advice in 10 minutes...instead of 10 Hours.
- Industry
- Financial Services
- Location
- South Jordan, US
- Company size
- 51–200 employees
About Elements
Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
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Latest activity from Elements
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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.
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.
Products & Services
Elements introduced Customize Elements, allowing firms to choose which vital signs appear across client scorecards.
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