Elements
Elements is a financial planning platform for advisors to explain a client's financial picture and track changes over time.
What Elements is
Elements is a financial planning platform for advisors to explain a client's financial picture and track changes over time. Its Financial Vitals summarize that picture in 11 metrics, while the Scorecard lets advisors compare, sort, and filter client metrics from one view. Advisors can also use aggregate client data to benchmark the financial health of prospective clients. One-Page Plans and automated Scorecard Progress Reports summarize advice and show changes in clients' financial health. The platform includes 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/mo and Pro costs $299/mo; plans are month-to-month with no annual contract. An optional Support User Seat costs $50/month.
Good
- Financial Vitals summarize a client story in 11 metrics
- Scorecard can sort and filter client metrics
- Offers One-Page Plans and progress reports
- Starting plan is free for up to five clients
- Plans are month-to-month without an annual contract
Watch out
- Core costs $149/mo
- Pro costs $299/mo
- AI Connections is an opt-in beta for eligible firms
Who it suits
Elements suits advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice. It may be useful for advisors who want client tracking, reporting, and progress summaries in one platform.
Verdict
Elements combines financial-health summaries with client tracking and reporting workflows for advisors. The free tier is limited to five clients, while higher plans add broader listed workflows and features.
Plans and prices
From Elements's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starting | Free | 0–5 clients · Free up to 5 clients · $0/mo |
| Core | $149 a month | Unlimited clients · Planning and monitoring workflows · Financial health tracking · Client-facing reporting and dashboards · $149/mo |
| Pro | $299 a month | Unlimited clients · Account aggregation (Plaid, MorningStar) · AI features · Messaging · Mobile tools · $299/mo |
The facts
Each one read from Elements's own pages, with the date it was checked.
What it does
- Advisor workflows
- The product includes the Elements Scorecard, Easy Invites, prospect onboarding, and communication tools for advisor marketing and client service.checked 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.checked 4 Oct 2026
- Audience
- Elements is designed for advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice.checked 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.checked 4 Oct 2026
- Financial Vitals
- Elements Vitals summarize a client's financial story in 11 metrics.checked 4 Oct 2026
- Integrations
- Elements says it has partnered with Plaid, Morningstar, and Zapier for account data updates and connections to other systems.checked 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.checked 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.checked 4 Oct 2026
- Support
- The site links advisors to a Help Center and a support-ticket submission page.checked 4 Oct 2026
Money
- 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.checked 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.checked 4 Oct 2026
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