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Technology & InfrastructureEvent: September 8, 2026

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.

Published

Signal category

Technology & Infrastructure

Quote

A small update to the Client Documents tab: you can now work with more than one file at a time.

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.

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