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Screenshots

  • Elements App screenshot 1
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About Elements App

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

Ratings & reviews

4.6

53 ratings

5 ★ 81% 4 ★ 9% 3 ★ 6% 2 ★ 0% 1 ★ 4%

What’s new

Version 3.0.6 · Updated January 14, 2026

Squashing bugs

App privacy

The developer, Elements Advisors, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Email Address, Name, Physical Address, Phone Number, Other User Contact Info
  • Financial Info: Other Financial Info
  • Identifiers: User ID

Used for: Developer’s Advertising or Marketing, Analytics, Product Personalization, App Functionality, Other Purposes

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

Alternatives to Elements App

Looking for apps like Elements App? Here are 6 similar apps on the App Store. The highest rated is Jump AI (4.9/5), and all 6 are free to download.

Elements App vs. alternatives
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Elements App 4.6 / 5 (53 ratings) Free January 14, 2026
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Elements Mobile Banking 4.4 / 5 (1,169) Free Sep 9, 2026 Compare
Flourish Wealth 3.1 / 5 (9) Free Jul 19, 2026 Compare
Advyzon 3.4 / 5 (7) Free Oct 31, 2025 Compare
Jump AI 4.9 / 5 (1,990) Free Sep 22, 2026 Compare

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