Elements App

Name: Elements App
Rating: 4.6 (53 reviews)
Author: Elements Advisors, LLC

The app for advisors & clients

Only for iPhone

Free · Designed for iPhone

53 Ratings
Ages

4+
Years
Category

Finance
Developer

Elements Advisors, LLC
Language

EN
English
Size

63.6
MB

iPhone

The cornerstone of the Elements Financial Planning System™, this app gives financial advisors and their clients the foundation on which to meaningfully communicate about financial goals and progress. It’s also the home of the Elements Scorecard, an innovative new way to quickly assess financial health. Terms of Use: https://getelements.com/terms-conditions

Ratings & Reviews

4.6

out of 5

53 Ratings

Great tool for the right clients
Feb 24

AbundanceGuide
This tool has transformed worrying clients into retirees enjoying their lives and allows lightening fast value-delivery to clients in all categories. Most importantly, it helps clients understand, quickly, how important accurate spending data is. I was a fan from the beginning and it has only gotten better.
Great tool for the right clients
Feb 24

AbundanceGuide

This tool has transformed worrying clients into retirees enjoying their lives and allows lightening fast value-delivery to clients in all categories. Most importantly, it helps clients understand, quickly, how important accurate spending data is. I was a fan from the beginning and it has only gotten better.
Best tool for modern financial advice.
10/12/2023

galicky
I have been using Elements with clients for over a year and a half now. My clients are significantly more engaged compared to when I was using traditional financial planning software (clients don’t really care about our Monte Carlo simulations). If you’re looking to level up your client experience, you NEED to check out Elements.
Best tool for modern financial advice.
10/12/2023

galicky

I have been using Elements with clients for over a year and a half now. My clients are significantly more engaged compared to when I was using traditional financial planning software (clients don’t really care about our Monte Carlo simulations). If you’re looking to level up your client experience, you NEED to check out Elements.
App is slower now with the update
09/08/2024

jonmarp
For some reason, the app is taking much longer to load the Home Screen. When the new interface was launched is when I noticed it. Love the app, but would love to have the old speed back.
App is slower now with the update
09/08/2024

jonmarp

For some reason, the app is taking much longer to load the Home Screen. When the new interface was launched is when I noticed it. Love the app, but would love to have the old speed back.
Underwhelming
08/03/2023

pbc 22
I found the product to be underwhelming to use with clients. There were multiple technical issues that were explained away as being a start up and would be fixed. And over the course of a year some were but others weren’t. The exit process is like canceling internet. You can’t just cancel you need to talk to someone that is going to try to retain you.
Underwhelming
08/03/2023

pbc 22

I found the product to be underwhelming to use with clients. There were multiple technical issues that were explained away as being a start up and would be fixed. And over the course of a year some were but others weren’t. The exit process is like canceling internet. You can’t just cancel you need to talk to someone that is going to try to retain you.

Fixed messaging keyboard behavior

Version 3.0.5

Feb 27

Data Linked to You

The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
Data Not Linked to You

The following data may be collected but it is not linked to your identity:
- Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

Information

Seller
Size
Category
Compatibility
Languages
Age Rating
Copyright

Developer Website

Privacy Policy

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Elements App

The app for advisors & clients

Ratings & Reviews

What’s New

Version 3.0.5

App Privacy

Data Linked to You

Data Not Linked to You

Accessibility

Information

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