Skip to content
SPECIFICTION
Get listed

Elements

getelements.com

From $149/mo Free plan WebiOSAndroid
Visit getelements.com
Spec score 8.2 #13 of 34 in Financial Planning Software

Spec sheet

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.Read 4 Oct 2026 · getelements.com
Audience
Elements is designed for advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice.Read 4 Oct 2026 · getelements.com
Integrations
Elements says it has partnered with Plaid, Morningstar, and Zapier for account data updates and connections to other systems.Read 4 Oct 2026 · getelements.com
Support
The site links advisors to a Help Center and a support-ticket submission page.Read 4 Oct 2026 · getelements.com
Advisor workflows
The product includes the Elements Scorecard, Easy Invites, prospect onboarding, and communication tools for advisor marketing and client service.Read 4 Oct 2026 · getelements.com
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.Read 4 Oct 2026 · getelements.com
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.Read 4 Oct 2026 · getelements.com
Client plans
Elements offers One-Page Plans and automated Scorecard Progress Reports to summarize advice and show changes in clients' financial health over time.Read 4 Oct 2026 · getelements.com
Client roster
Advisors can compare, sort, and filter client Scorecard metrics from one view and use aggregate client data to benchmark prospective client health.Read 4 Oct 2026 · getelements.com
Financial Vitals
Elements Vitals summarize a client's financial story in 11 metrics.Read 4 Oct 2026 · getelements.com
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.Read 4 Oct 2026 · getelements.com

Plans and prices

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

Every Elements plan and price →

Where Specifiction places it

Alternatives to ElementsAll alternatives →