- Home
- Financial Planning Software
- Elements
Elements
What it is
Elements is a financial planning platform that helps advisors explain a client's financial picture and track how it changes. Its Financial Vitals summarize that picture in 11 metrics. Advisors can compare, sort, and filter client Scorecard metrics in one view, and use aggregate client data to benchmark prospective clients. One-Page Plans and automated Scorecard Progress Reports summarize advice and show changes in financial health. Other workflows include Easy Invites, prospect onboarding, and communication tools for advisor marketing and client service. Elements says it partners with Plaid, Morningstar, and Zapier for account updates and connections to other systems. It is available on Android, iOS, and the web. AI Connections is an opt-in beta for eligible firms with AI enabled; its MCP connection is read-only, and advisors review and approve requested permissions. The Starting plan is free for up to five clients. Core costs $149 a month and Pro costs $299 a month. Plans are month-to-month with no annual contract.
For and against
For
- Financial Vitals summarize a client's story in 11 metrics
- Scorecard supports comparing and filtering client metrics
- One-Page Plans and automated progress reports
- Available on Android, iOS, and web
Against
- Starting is free only for up to five clients
- Core costs $149 a month
- Pro costs $299 a month
The verdict
Elements combines client financial-health tracking with tools for delivering and communicating advice. The free tier is capped at five clients; paid plans are month-to-month.
Who it suits
Elements is designed for financial advisors, firms, coaches, and teams seeking a repeatable way to deliver advice. Its client-facing reports and dashboards may suit advisors who want to communicate financial changes over time.
Plans and prices
Starting
0–5 clients · Free up to 5 clients
Read 4 Oct 2026 · getelements.com
Core
Unlimited clients · Planning and monitoring workflows · Financial health tracking · Client-facing reporting and dashboards
Read 4 Oct 2026 · getelements.com
Pro
Unlimited clients · Account aggregation (Plaid, MorningStar) · AI features · Messaging
Read 4 Oct 2026 · getelements.com
On the record
- Advisor workflows
- The product includes the Elements Scorecard, Easy Invites, prospect onboarding, and communication tools for advisor marketing and client service.getelements.com · read 4 Oct 2026
- AI connection
- AI Connections is an opt-in beta for eligible firms with AI enabled; its MCP connection is read-only and requires advisors to review and approve requested permissions.getelements.com · read 4 Oct 2026
- Audience
- Elements is designed for advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice.getelements.com · read 4 Oct 2026
- Billing
- The pricing page says all plans are month-to-month with no annual contract and lists an optional Support User Seat for $50/month.getelements.com · read 4 Oct 2026
- Client plans
- Elements offers One-Page Plans and automated Scorecard Progress Reports to summarize advice and show changes in clients' financial health over time.getelements.com · read 4 Oct 2026
- Client roster
- Advisors can compare, sort, and filter client Scorecard metrics from one view and use aggregate client data to benchmark prospective client health.getelements.com · read 4 Oct 2026
- Financial Vitals
- Elements Vitals summarize a client's financial story in 11 metrics.getelements.com · read 4 Oct 2026
- Integrations
- Elements says it has partnered with Plaid, Morningstar, and Zapier for account data updates and connections to other systems.getelements.com · read 4 Oct 2026
- Product
- Elements is a financial planning platform that helps advisors understand and communicate a client's financial picture using Financial Vital Signs, visuals, and longitudinal tracking.getelements.com · read 4 Oct 2026
- Security and privacy
- The privacy policy says information is stored on secure servers behind firewalls, payment transactions are encrypted, and internet transmission cannot be guaranteed completely secure; the policy was last modified October 1, 2023.getelements.com · read 4 Oct 2026
- Support
- The site links advisors to a Help Center and a support-ticket submission page.getelements.com · read 4 Oct 2026
