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What’s New Version 3.0.6
Squashing bugs
Description
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
Accessibility
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Version history 25 versions
Build 881473383v3.0.62026-01-14 14:38:46
Squashing bugs
Build 872826696v3.0.52025-02-27 01:02:57
Fixed messaging keyboard behavior
Build 871213360v3.0.42024-12-17 22:44:41
Added
- Can view attachments added to messages
- Can add attachments to messages
Build 869873963v3.0.32024-10-22 17:04:52
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
Build 869774595v3.0.22024-10-17 15:55:00
Added
- Search functionality to client list
Fixed
- Long names covering navigation bar buttons
Build 868026697v3.0.12024-08-07 16:55:41
Fixed
- Messaging input field now allows interaction.
Build 867944663v3.0.02024-08-05 16:03:12
Added
- New home screen with a prominently displayed scorecard.
- Don't reload home every time you leave app.
Build 863375999v2.4.282024-02-05 17:01:38
Added
- Additional logging to connect and account via Plaid.
- Log linkSessionID for support tickets.
Build 863159193v2.4.272024-01-25 05:21:38
Moved onboarding to web flow.
Build 862403007v2.4.262024-01-02 16:14:46
Adjusted the categorization of notes receivable and personal property items.
Build 862250301v2.4.252023-12-18 16:18:30
- Check your email screen now shows the correct email.
Build 862155798v2.4.242023-12-13 17:39:20
Added
- Can now sign in without a password using an email link.
- Can now add insurance policies from the net worth overview screen.
Fixed
- Can now navigate back when managing connected accounts.
- A typo in onboarding
- A typo on the scorecard
Build 860908261v2.4.232023-10-24 17:00:39
Added
- Links in messages now show up as clickable hyperlinks.
Changed
- Removed image capture button from important people.
Fixed
- Addressed some small graphical issues.
- Can no longer create duplicate accounts when hitting the save invite button multiple times.
Build 860469710v2.4.222023-10-12 00:10:09
Fixed
- Burn Rate and Debt Rate now take into account recurring payments to loans with a zero value.
- Fixed the ability to numeric values when device is set to regions outside of the US.
Build 860101766v2.4.212023-09-22 15:34:45
Changed
- Privacy and terms now link to website.
Build 859579835v2.4.202023-09-01 22:56:20
Added
- Support for time based one time passwords.
Build 858657845v2.4.192023-07-26 16:05:12
Fixed
- Deleted invite links now successfully delete.
Changed
- Income is now collected and reported on an individual basis.
- Updated Insurance Rate calculations and added ability to explore calculation factors.
Build 858285890v2.4.182023-07-07 22:29:01
- Net worth progress report summaries now respect onboarding completion date.
- Small typo fix.
- Results of client sync now get displayed more reliably.
Build 857645858v2.4.172023-06-08 16:10:46
Fixed
- Fixed a couple of small typos that crept in.
Changed
- Updated to latest account linking library.
Build 857330109v2.4.162023-05-24 23:10:35
- Fixed issue where syncing from web to mobile would stop in some cases.
Build 857117274v2.4.142023-05-16 19:51:08
- Fixes an issue experienced by members of archived firms.
Build 857143469v2.4.152023-05-16 20:37:12
Fixed
- Issue where messages wouldn't show up immediately after sign in.
Build 857037415v2.4.132023-05-14 16:53:09
Added
- Messaging analytics
Build 857003486v2.4.122023-05-11 17:40:31
Fixed:
- Issue where messaging UI would stop updating
- Issue where the unread dot would sometimes not disappear
- Issue where sometimes tapping a notification would not navigate to messaging tab
- Display issues with the Equity Rate element
Build 856693910v2.4.112023-04-28 18:44:29
Added
- It is now possible to message your advisor directly from the app.
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 53 | 4.6 | 3.0.6 |
Change log 29 changes · US
✎
releaseNotes updated
Squashing bugs
✎
description updated
The cornerstone of the Elements Financial Planning System™, this app gives financial advisors and their clients the foundation on which to meaningfully communic
✎
subtitle updated
The app for advisors & clients
✎
name updated
Elements App
◆
Version 3.0.6 released
Squashing bugs
◆
Version 3.0.5 released
Fixed messaging keyboard behavior
◆
Version 3.0.4 released
Added
- Can view attachments added to messages
- Can add attachments to messages
◆
Version 3.0.3 released
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
◆
Version 3.0.2 released
Added
- Search functionality to client list
Fixed
- Long names covering navigation bar buttons
◆
Version 3.0.1 released
Fixed
- Messaging input field now allows interaction.
◆
Version 3.0.0 released
Added
- New home screen with a prominently displayed scorecard.
- Don't reload home every time you leave app.
◆
Version 2.4.28 released
Added
- Additional logging to connect and account via Plaid.
- Log linkSessionID for support tickets.
◆
Version 2.4.27 released
Moved onboarding to web flow.
◆
Version 2.4.26 released
Adjusted the categorization of notes receivable and personal property items.
◆
Version 2.4.25 released
- Check your email screen now shows the correct email.
◆
Version 2.4.24 released
Added
- Can now sign in without a password using an email link.
- Can now add insurance policies from the net worth overview screen.
Fixed
- Can now navigate back when managing connected accounts.
- A typo in onboarding
- A typo on the sco
◆
Version 2.4.23 released
Added
- Links in messages now show up as clickable hyperlinks.
Changed
- Removed image capture button from important people.
Fixed
- Addressed some small graphical issues.
- Can no longer create duplicate accounts when hitting the save
◆
Version 2.4.22 released
Fixed
- Burn Rate and Debt Rate now take into account recurring payments to loans with a zero value.
- Fixed the ability to numeric values when device is set to regions outside of the US.
◆
Version 2.4.21 released
Changed
- Privacy and terms now link to website.
◆
Version 2.4.20 released
Added
- Support for time based one time passwords.
◆
Version 2.4.19 released
Fixed
- Deleted invite links now successfully delete.
Changed
- Income is now collected and reported on an individual basis.
- Updated Insurance Rate calculations and added ability to explore calculation factors.
◆
Version 2.4.18 released
- Net worth progress report summaries now respect onboarding completion date.
- Small typo fix.
- Results of client sync now get displayed more reliably.
◆
Version 2.4.17 released
Fixed
- Fixed a couple of small typos that crept in.
Changed
- Updated to latest account linking library.
◆
Version 2.4.16 released
- Fixed issue where syncing from web to mobile would stop in some cases.
◆
Version 2.4.15 released
Fixed
- Issue where messages wouldn't show up immediately after sign in.
◆
Version 2.4.14 released
- Fixes an issue experienced by members of archived firms.
◆
Version 2.4.13 released
Added
- Messaging analytics
◆
Version 2.4.12 released
Fixed:
- Issue where messaging UI would stop updating
- Issue where the unread dot would sometimes not disappear
- Issue where sometimes tapping a notification would not navigate to messaging tab
- Display issues with the Equity Rate elemen
◆
Version 2.4.11 released
Added
- It is now possible to message your advisor directly from the app.