Elements
The Elements Financial Vitals System is a faster way to grow and scale your practice. Elements makes it easy to:
- Onboard in 8 Minutes. Streamline your initial prospect and client onboarding by collecting only the data you really need.
- Keep Data Fresh. Automatically prompt your clients to update their data, so you can focus on the relationship.
- Slash Meeting Prep Time. Avoid deep-dive projections and reports when they aren’t needed by knowing your client’s financial situation at a glance.
- Create Engaging Marketing Content. Use the Elements Framework as a marketing calendar and easily create non-templated content for your marketing campaigns.
- Measure Progress At-A-Glance. Monitor more than just investment performance; show a holistic view of your client’s financial progress.
- Get to ‘A-ha” Faster. Use simple, standard financial language to help your clients quickly understand their money.
- Benchmark Client Health. Make the hard conversations easier by showing clients where they stand compared to their peers.
Benefit Breakdown
Software:
As an XYPN member, you gain exclusive access to Elements at significant discounts on a month-to-month basis! The special pricing tiers are designed to support you at every stage of your practice's growth. Pricing is based on the number of clients in Elements.
| Tier Name | Description | Member Price | Retail Price |
|---|---|---|---|
| Starting (0-5 Clients) | For firms just getting started in Elements. | $00.00/mo | $199.00/mo |
| Core (6+ Clients) |
|
$99.00/mo | $199.00/mo |
| Pro (6+ Clients) | Everything in Core, and:
|
$199.00/mo | $299.00/mo |
Support:
In addition to these custom and exclusive discounts, Elements offers XYPN members a range of education and support resources to help you grow your practice and better serve clients:
- Onboarding and Ongoing Training:
- Access to ongoing monthly Elements customer events such as webinars, AMAs, and member-only office hours.
On-demand guides to walk you step-by-step through how to implement Elements.
Education:
-
6-Week Practice Management Course: This six-part practice management course led by industry experts like client-engagement guru Carl Richards, CFP®, Elements founder and XYPN member Reese Harper, CFP®, and other members of the Elements team, explores the approach and tactics the modern advisor can use to attract, serve, and engage more financial planning clients.
Note: This training series is exclusive to XYPN members and does not require you to be an Elements user to participate. Recorded sessions and resources will be available in the Member Academy for on-demand access after the live sessions.
Account Management
New Elements Customers:
- Visit the Elements member benefit in the member benefits portal and click Get Started.
- Click on the Sign Up now button under the tier you are interested in signing up for.
- The "Starting" tier is free for XYPN members. We highly encourage you to sign up, try Elements, and upgrade from there as you see fit.
- Fill out the sign-up form.
- Click the "Start Trial" button to complete your registration.
- At the confirmation page, schedule your optional 1:1 call with an Elements team member to help you get oriented.
- Look for a welcome email from Elements with further instructions on setting up your account. Your invite will be sent as soon as an Elements team member receives your request (typically within a few minutes during business hours).
Adding, Removing, Transferring, or Canceling a license:
- To make any changes to your Elements license(s), please send a request directly to sales@getelements.com.
If you are on an annual retail subscription, you can transfer at your next renewal date.
Leaving XYPN?
- Your Elements discount as an XYPN member will end when your XYPN membership ends. Be sure to connect with Elements directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.
Billing:
- The first 5 clients are free on the Elements platform. Billing will be handled directly by Elements for accounts with 6+ clients.
FAQs
Does Elements replace my financial planning software?
- Elements is not a replacement for traditional financial planning software; it complements it by providing a faster way to assess, triage, diagnose, and monitor your clients’ holistic financial health. See how here.
How does Elements fit into my tech stack?
- Learn how Elements users are answering this question in this video.
How can I receive additional training if I need help?
- All available training guidance can be found in their Help Center. If you need 1:1 assistance, feel free to schedule time with one of their Customer Success reps by sending a request to support@getelements.com.
Helpful Links
Contact
Vendor Due Diligence
- Terms and Conditions
- Privacy Policy
- Elements Security and Compliance Letter
- For all other security documents, please email support@getelements.com
- For the Amended Reg S-P, please review their Information Security Policy, page 7, section 4.13.3, regarding the 72-hour notification of discovery of a data breach.