Great tool for the right clients
This tool has transformed worrying clients into retirees enjoying their lives and allows lightening fast value-delivery to clients in all categories. Most importantly, it helps clients understand, quickly, how important accurate spending data is. I was a fan from the beginning and it has only gotten better.
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Please Fix Net Worth Overview
I really enjoy this app but the net worth overview function has been broken now for over a month. You used to be able to scroll over the net worth summary and see financial numbers across time and now it only displays a line with no finance numbers. I miss this feature and would love to have this back.
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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.
If you’re looking to level up your client experience, you NEED to check out Elements.
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