Elements App

Elements App

The app for advisors & clients

Details about Elements App

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages
  • March 29, 2021
  • October 1, 2024
  • 16.0+
  • 4+
  • 62.03MB
  • iPhone
  • English

Features

Developer of Elements App

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Ratings
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Version History of Elements App

3.0.1

August 7, 2024

Fixed - Messaging input field now allows interaction.

3.0.0

August 5, 2024

Added - New home screen with a prominently displayed scorecard. - Don't reload home every time you leave app.

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2.4.28

February 5, 2024

Added - Additional logging to connect and account via Plaid. - Log linkSessionID for support tickets.

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2.4.27

January 25, 2024

Moved onboarding to web flow.

2.4.26

January 2, 2024

Adjusted the categorization of notes receivable and personal property items.

2.4.25

December 18, 2023

- Check your email screen now shows the correct email.

2.4.24

December 13, 2023

Added - Can now sign in without a password using an email link. - Can now add insurance policies from the net worth overview screen. Fixed - Can now navigate back when managing connected accounts. - A typo in onboarding - A typo on the scorecard

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2.4.23

October 24, 2023

Added - Links in messages now show up as clickable hyperlinks. Changed - Removed image capture button from important people. Fixed - Addressed some small graphical issues. - Can no longer create duplicate accounts when hitting the save invite button multiple times.

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2.4.22

October 12, 2023

Fixed - Burn Rate and Debt Rate now take into account recurring payments to loans with a zero value. - Fixed the ability to numeric values when device is set to regions outside of the US.

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2.4.21

September 22, 2023

Changed - Privacy and terms now link to website.

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Price History of Elements App

Description of Elements App

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

Elements App: FAQ

Is the software for Elements App compatible with iPads?

No, Elements App cannot support iPad devices.

Who created the app?

Elements Advisors, LLC is the developer of the app.

What is the minimum iOS version to run Elements App?

The minimum required iOS version for the app to work is 16.0 or higher.

What is the overall app rating of Elements App?

The overall user rating of the Elements App app is 4.6.

What is the category of the Elements App app?

Elements App Relates To The Finance App Genre.

What Elements App application version is the latest one?

3.0.1 is the most recent version of Elements App.

What is the update date for Elements App?

October 1, 2024 is the date of the latest update of the Elements App app.

When was the app initially released?

Elements App officially launched on February 5, 2023.

What age is suitable for the Elements App app?

Elements App is considered child-appropriate and rated Elements Advisors, LLC.

What languages are available on Elements App?

The following list of languages is supported by the Elements App app: English.

Does Apple Arcade provide access to Elements App for its subscribers?

No, Elements App is not featured on Apple Arcade.

Can users make in-app purchases in Elements App?

Unfortunately, users cannot make in-app purchases within Elements App.

Does Elements App provide support for Apple Vision Pro?

No, Elements App does not provide support for Apple Vision Pro.

Does Elements App incorporate ads within the app?

Yes, Elements App incorporates ads within the app.

Screenshots of Elements App

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Elements App screenshot #5 for iPhone
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Reviews of Elements App

Leave a Review Elements App
  • App is slower now with the update

    For some reason, the app is taking much longer to load the Home Screen. When the new interface was launched is when I noticed it. Love the app, but would love to have the old speed back.
  • Reviews

    I find it odd it says there are 47 ratings but only like 6-7 are viewable. Hiding something?
  • Best tool for modern financial advice.

    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.
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