Elements App 4+

Name: Elements App
Rating: 4.6 (48 reviews)
Author: Elements Advisors, LLC

Elements Advisors, LLC

iPhone용으로 디자인됨

- 4.6 • 48개의 평가

- 무료

iPhone 스크린샷

설명

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

2024년 2월 5일

버전 2.4.28

Added

- Additional logging to connect and account via Plaid.
- Log linkSessionID for support tickets.

4.6/5

48개의 평가

Best tool for modern financial advice.

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.

Underwhelming

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.

Disappointed

Unfortunately this software is not well developed. When I asked to end my contract early because I didn’t feel that that contract was being upheld for what I was promised by the salesman I was told that would not be possible and have not heard back from the company.