Elements
Financial Wellness Program Software for Advisors
Elements is a financial wellness platform for financial advisors. It uses a set of 11 metrics, called Financial Vitals, to assess, benchmark, and monitor a client's financial health. The software helps advisors collect data, generate scorecards and progress reports, and communicate with clients and prospects.
The platform includes the Elements Scorecard, Easy-Invites, an 8-Minute Prospect Onboarding flow, One-Page Plans, and automated Scorecard Progress Reports. It offers a mobile app for prospects and clients, plus integrations with Plaid, Morningstar, and Zapier for account aggregation and connecting to other systems. AI features are available on the Pro plan.
Elements is built for fee-only, advice-first advisor firms. It is packaged as a free plan for up to 5 clients, with Core and Pro editions for unlimited clients on month-to-month terms with no annual contract. An optional user seat is available for non-advisor team members who support advisors with client setup, data entry, and administrative work.
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