# Elements App — The app for advisors & clients > Financial planning communication and health assessment tool for advisors and clients. (iPhone/iPad app by Elements Advisors, LLC.) - Source: https://appshunter.io/ios/app/elements-app/id1475518768 (this page in markdown: same URL + `.md`) - Developer: [Elements Advisors, LLC](https://appshunter.io/developer/1475518767) - Category: Finance, Lifestyle - Price: Free - Rating: 4.60/5 from 53 App Store ratings · 8 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 61 MB - Languages: American English - Released: 2021-03-29 - Data updated: 2026-07-26 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/elements-app/id1475518768/reviews.md ## What is 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 ## Key features - Financial goal communication - Progress tracking - Elements Scorecard - Financial health assessment - Advisor-client collaboration ## Recent user reviews (8 of 8) All indexed reviews: https://appshunter.io/ios/app/elements-app/id1475518768/reviews.md ### 5/5 — Great tool for the right clients *2025-02-24* 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. ### 1/5 — Please Fix Net Worth Overview *2025-01-20* 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. ### 4/5 — App is slower now with the update *2024-09-08* 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. ### 1/5 — Reviews *2024-01-09* I find it odd it says there are 47 ratings but only like 6-7 are viewable. Hiding something? ### 5/5 — Best tool for modern financial advice. *2023-10-12* 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. ### 5/5 — Excellent and getting better *2023-09-12* The app is great to work with clients and simplify their financial life. ### 1/5 — Underwhelming *2023-08-03* 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. ### 1/5 — Disappointed *2023-06-30* 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. ## Frequently asked questions about Elements App ### What is the Elements App used for? The Elements App is designed to help financial advisors and their clients communicate about financial goals and track progress. It also features the Elements Scorecard for assessing financial health. ### Is the Elements App free to download? Yes, the Elements App is available for free download. It is supported by advertisements. ### What devices does the Elements App support? Currently, the Elements App is supported on iPhone devices. ### How secure is the Elements App? While specific security measures are not detailed, financial applications generally employ industry-standard security protocols to protect user data. Users should always ensure their device is secure and use strong passwords. ### How often is the Elements App updated? The latest version is 3.0.6, and the app was last updated on January 14, 2026. This suggests a relatively recent update cycle, though specific frequency is not provided. ### What is the Elements Scorecard? The Elements Scorecard is an innovative feature within the app that allows for a quick assessment of a user's financial health. ### Does the Elements App have ads? Yes, the Elements App contains advertisements. ### What is the age rating for the Elements App? The Elements App has an age rating of 4+, making it suitable for a wide range of users. ## Version history (last 5 releases) ### 3.0.6 — 2026-01-14 Squashing bugs ### 3.0.5 — 2025-02-27 Fixed messaging keyboard behavior ### 3.0.4 — 2024-12-17 Added - Can view attachments added to messages - Can add attachments to messages ### 3.0.3 — 2024-10-22 Changed - Messages are now sent to the server directly instead of being queued up for sync - Messages delivery failure is now communicated to the user ### 3.0.2 — 2024-10-17 Added - Search functionality to client list Fixed - Long names covering navigation bar buttons ## Apps similar to Elements App | App | Rating | Price | Category | | --- | --- | --- | --- | | [RightCapital](https://appshunter.io/ios/app/rightcapital/id1425772044) | 3.9 (46) | Free | Finance | | [Elements Mobile Banking](https://appshunter.io/ios/app/elements-mobile-banking/id507239961) | 4.4 (1,166) | Free | Finance | | [Altruist Client](https://appshunter.io/ios/app/altruist-client/id1498498855) | 4.8 (1,446) | Free | Finance | | [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.7 (24) | Free | Finance | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 2.8 (45) | Free | Finance | | [Flourish Wealth](https://appshunter.io/ios/app/flourish-wealth/id1145982587) | 3.1 (9) | Free | Finance | ## Related topics [elements financial](https://appshunter.io/ios/topics/elements-financial) · [element financial](https://appshunter.io/ios/topics/element-financial) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-26.*