Elements introduced Customize Elements, allowing firms to choose which vital signs appear across client scorecards.
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Publisher name
Public post
No two firms lead with the same planning conversation, so why should every scorecard look identical? Customize Elements lets firms choose which vital signs appear across…
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
5 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.
Presence & Recognition
Elements featured a recent Elementality episode featuring Jeff Morgan and Abby Morton discussing how advisors are competing with Google and AI chatbots.
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.
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