Products & ServicesEvent: September 3, 2026
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.
Published
Signal category
Products & Services
Quote
“As of this month, that control also works at the household level: a firm sets its default view, and an individual household's scorecard can be tailored without changing the default for everyone else.”
— Elements team
Company
Elements
Holistic financial health advice in 10 minutes...instead of 10 Hours.
- Industry
- Financial Services
- Location
- South Jordan, US
- Company size
- 77 employees
Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.