Starting
Free
0–5 clients · Free up to 5 clients
Checked 4 Oct 2026
Plans and prices
Elements pricing
Core
$149 a month
Unlimited clients · Planning and monitoring workflows · Financial health tracking · Client-facing reporting and dashboards
Checked 4 Oct 2026
Pro
$299 a month
Unlimited clients · Account aggregation (Plaid, MorningStar) · AI features · Messaging · Mobile tools
Checked 4 Oct 2026