Elements App 4+

The app for advisors & clients

Elements Advisors, LLC

Designed for iPhone

    • 4.6 • 47 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 2.4.23


- Links in messages now show up as clickable hyperlinks.


- Removed image capture button from important people.


- Addressed some small graphical issues.
- Can no longer create duplicate accounts when hitting the save invite button multiple times.

Ratings and Reviews

4.6 out of 5
47 Ratings

47 Ratings

galicky ,

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.

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.

Bren347 ,


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.

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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