Elements

7.1easy start · #8 of 34
in Financial Planning Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $149/mo.

Elements is ranked #8 of 34 in financial planning software on The Geeks Club. It runs on Android, iOS, Web. There is a free plan. Paid plans start at $149/mo.

Elements plans and pricing

All plans

Starting Free $0/mo 0–5 clients · Free up to 5 clients getelements.com · 4 Oct 2026

Core $149/mo $149/mo Unlimited clients · Planning and monitoring workflows · Financial health tracking · Client-facing reporting and dashboards getelements.com · 4 Oct 2026

Pro $299/mo $299/mo Unlimited clients · Account aggregation (Plaid, MorningStar) · AI features · Messaging · Mobile tools getelements.com · 4 Oct 2026

Compared on financial planning software

Free plan: Yes
Client portal: Yes

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The record

Product: Elements is a financial planning platform that helps advisors understand and communicate a client's financial picture using Financial Vital Signs, visuals, and longitudinal tracking.
Financial Vitals: Elements Vitals summarize a client's financial story in 11 metrics.
Advisor workflows: The product includes the Elements Scorecard, Easy Invites, prospect onboarding, and communication tools for advisor marketing and client service.
Client roster: Advisors can compare, sort, and filter client Scorecard metrics from one view and use aggregate client data to benchmark prospective client health.
Client plans: Elements offers One-Page Plans and automated Scorecard Progress Reports to summarize advice and show changes in clients' financial health over time.
Integrations: Elements says it has partnered with Plaid, Morningstar, and Zapier for account data updates and connections to other systems.
AI connection: AI Connections is an opt-in beta for eligible firms with AI enabled; its MCP connection is read-only and requires advisors to review and approve requested permissions.
Support: The site links advisors to a Help Center and a support-ticket submission page.
Billing: The pricing page says all plans are month-to-month with no annual contract and lists an optional Support User Seat for $50/month.
Audience: Elements is designed for advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice.
Price from: $149/mo

Where it ranks on The Geeks Club

Best Financial Planning Software in 2026#8 of 34

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Sources

getelements.com/about/· checked 4 Oct 2026
getelements.com/features/· checked 4 Oct 2026
getelements.com/resources/blog/elements-ai-connections/· checked 4 Oct 2026
getelements.com· checked 4 Oct 2026
getelements.com/pricing/· checked 4 Oct 2026