iPhone Screenshots


Elements is a financial planning system designed to help you organize your financial information, objectively analyze your data, make smart decisions, and complete the jobs that lead to holistic financial health.

Terms of Use: https://getelements.com/terms-conditions

What’s New

Version 1.1.0


- Added the ability to delete income estimates.
- Added ability to insert precise values in Financial Independence widget by tapping the current value for any of the sliders.
- Added the ability to investigate account linking issues with access to error logs.


- The client list is now sorted alphabetically by client last name, then first name.
- Simplified how you add your estimated spending in the spending area of the app.
- The Business Term row of the Asset Mix section in the Financial Independence scene now hides when the user does not have a business.
- "Purchased Date" is no longer a required field for Insurance Policies.
- Upgraded Plaid LinkKit
- Removed the link to sign in from the bottom of the Create an Account form.
- Added a link to sign in from the accept invitation screen.


- Prevent the app from trigging its data sync process twice in a row on app launch
- Fixed an issue where it looked like adding a Related Document to a Tax Return Summary did nothing.
- Fixed issue where an advisor could tap the send invite button multiple times before the sheet went away, causing multiple invites to be created.
- Fixed issue where the app would crash if an advisor tried to send a client invite without a first or last name.

Ratings and Reviews

5.0 out of 5
15 Ratings

15 Ratings

App Privacy

The developer, Elements Advisors, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

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


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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