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TECHNOLOGY PROVIDERS Innovation Platforms
ELEMENTS TECHNOLOGY, INC
Financial Assessment Software Platform
Elements helps financial advisors quickly demonstrate value and get new clients: Scorecard. We distill the complexity of a prospect’s financial life into simple, comparable financial ratios into a single-view scorecard. Easy Invites. It is difficult to answer a prospect’s financial questions with no context. Easy invites reduce the time and friction of collecting enough information to give
informed advice. In-App Messaging. Traditional communication methods make it hard to get prospects and clients to respond. Our in-app messaging provides a way to connect that saves time and improves response rates. Insights. The system prompts advisors with potential ideas to reach out to clients to more easily begin conversations and know what to talk about. This helps advisors to diagnose early and be proactive with prescriptive solutions.
Elements is a modern financial assessment software platform that helps financial advisors quickly demonstrate their value and get new clients. Through 12 key financial indicators, advisors are able to provide financial assessments for prospective and current clients. These financial indicators distill the complexity of a person’s financial life into simple, comparable, financial ratios, subsequently presenting a holistic picture of each person’s financial life in a way that is easy to understand.
216 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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