Sort by: Date Modified (Z to A)
Sort By:

Sort Order:


Apply Sort Cancel

Elements
United States
Elements is a financial technology company that provides specialized software solutions for financial advisors. Their platform, GetElements.com, focuses on streamlining client assessments, benchmarking, and monitoring financial health. The tools are designed to reduce the time advisors spend on data collection, client communication, and report generation. Key offerings include the Elements...
Tags: financial planning software client onboarding financial health assessments +7 more

FinFit
United States
FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over 185,000 organizations throughout the United States. Our SaaS-based model is designed to address the diverse financial needs of employees, offering a wide range of solutions aimed at promoting positive financial behaviors and...
Tags: financial services financial wellness benefit financial coaching emergency savings +6 more