Elements App 4+

The app for advisors & clients

Elements Advisors, LLC

Designed for iPhone

    • 5.0 • 26 Ratings
    • Free

iPhone Screenshots


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

What’s New

Version 2.2.7


- Removed values sync correctly.
- Helps ensure sync problems do not create duplicates.
- Change account type now includes real estate.

Ratings and Reviews

5.0 out of 5
26 Ratings

26 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

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