Elements App

The app for advisors & clients

Published by: Elements Advisors
Downloads
Revenue

Description

The cornerstone of the Elements Financial Planning System™, this app gives financial advisors and their clients the foundation on which to meaningfully communicate about financial goals and progress. It’s also the home of the Elements Scorecard, an innovative new way to quickly assess financial health.
Terms of Use: https://getelements.com/terms-conditions
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Elements App FAQ

  • Is Elements App free?

    Yes, Elements App is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is Elements App legit?

    Not enough reviews to make a reliable assessment. The app needs more user feedback.

    Thanks for the vote

  • How much does Elements App cost?

    Elements App is free.

  • What is Elements App revenue?

    To get estimated revenue of Elements App app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating
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Ratings History

Elements App Reviews

Best tool for modern financial advice.

galicky on

United States

I have been using Elements with clients for over a year and a half now. My clients are significantly more engaged compared to when I was using traditional financial planning software (clients don’t really care about our Monte Carlo simulations). If you’re looking to level up your client experience, you NEED to check out Elements.

Underwhelming

pbc 22 on

United States

I found the product to be underwhelming to use with clients. There were multiple technical issues that were explained away as being a start up and would be fixed. And over the course of a year some were but others weren’t. The exit process is like canceling internet. You can’t just cancel you need to talk to someone that is going to try to retain you.

Disappointed

Bren347 on

United States

Unfortunately this software is not well developed. When I asked to end my contract early because I didn’t feel that that contract was being upheld for what I was promised by the salesman I was told that would not be possible and have not heard back from the company.

Store Rankings

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Elements App Installs

Last 30 days

Elements App Revenue

Last 30 days

Elements App Revenue and Downloads

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