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Elements

Freemium#27 of 34 in Financial Planning Software

Elements: A focused financial-health platform for advisory firms, with monitoring, reporting, and client workflows. Ranked #27 of 34 in Financial Planning Software by our editors (6.7/10); pricing: Free plan; best for firms focused on financial-health monitoring.

6.7/10Editor score

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Elements6.7 Visit Elements

At a glance

Editor score
6.7 / 10
Pricing
Free plan
Best for
Firms focused on financial-health monitoring
Free plan
Yes
Paid from
$149/mo
Facts checked
20 Sep 2026

Where it wins
- Financial Vitals cover 11 financial-health metrics
- Client-facing reports, dashboards, scorecards, and progress reports
- Pro adds Plaid, Morningstar, AI, messaging, and mobile tools
Where it doesn't
- Detailed cash-flow and scenario planning are outside its core focus
- Starting is limited to 0–5 clients
- The platform is available on the web

Our verdict on Elements

Elements is financial planning and financial wellness software for financial advisors and advisory firms. Its focus is financial-health monitoring: advisors can collect client data, organize Financial Vitals across 11 metrics, create scorecards, produce one-page financial plans, and support ongoing client conversations. Client-facing reports, dashboards, automated scorecard progress reports, and a mobile app extend the workflow beyond advisor-only analysis. It is a strong fit for firms that want a financial-health layer for recurring monitoring and advice conversations rather than a single tool for every detailed planning need.

Pricing is structured by advisory firm per month, with monthly billing. Starting is free for 0–5 clients. Core costs $149 per month and adds unlimited clients, planning and monitoring workflows, financial health tracking, and client-facing reporting and dashboards. Pro costs $299 per month and adds unlimited clients alongside account aggregation with Plaid and Morningstar, AI features, messaging, and mobile tools. The published plans make Core the main step up for firms that need broader client workflows, while Pro is aimed at firms that also want account-data integrations and additional communication features.

Elements fits firms that prioritize financial-health scorecards, client data collection, progress reporting, and a structured way to keep advice conversations focused. Its integrations with Plaid, Morningstar, and Zapier support a wider workflow, while the client-facing experience includes reports, dashboards, a mobile app, and messaging on Pro. Firms seeking detailed cash-flow, tax, goal, scenario, insurance, or investment planning should choose a more comprehensive planning system instead. Elements is better suited to advisory practices that want monitoring and financial orientation to be central, with detailed projections handled elsewhere when needed.

Your product? Our editors can test Elements in depth and publish a review, labelled as paid · from $149/mo →

Elements pricing

Plans Free planFreemium A usable free plan; paid tiers unlock the limits above. Prices checked 20 Sep 2026.

See plans on getelements.com

All 3 Elements plans and prices →

Elements fact sheet

Free plan	Yes
Paid from	$149/mo
Cash-flow modeling	Not verified
Goal planning	Not verified
Tax planning	Not verified
Scenario analysis	Not verified
Insurance planning	Not verified
Investment planning	Not verified
Client portal	Yes
Deployment	Cloud
Platforms	Web
Integrations	3 integrations: Plaid, Morningstar, Zapier
Pricing	Free plan (source)
Website	getelements.com
Facts checked	20 Sep 2026

Elements integrations

Elements lists 3 integrations on its own site.

Plaid
Morningstar
Zapier

Alternatives to Elements

See all Elements alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Elements for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Elements is listed in our Financial Planning Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update