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About Elements

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 Financial Vitals system, which evaluates clients' financial health and provides automated progress reports. The platform also features client engagement tools like One-Page Plans and a mobile app that facilitates data sharing and interaction between clients and advisors. Additionally, Elements offers business growth features such as aggregate client analysis and website integration tools to help advisors attract and pre-qualify leads. Elements partners with companies like Plaid, Morningstar, and Zapier to enhance data synchronization and workflow automation. Their focus on speed, client-centric design, and scalability helps financial advisors improve efficiency and client engagement.

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