Elements
Built by Elements
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
Trusted by advisory firms across North America
What Elements Offers
Discover the powerful features that make Elements an essential tool for your workflow
Comprehensive financial planning tools
CRM and client management
Document management system
Workflow automation
Reporting and analytics
Why Use Elements with Investipal?
Experience the combined power of Elements and Investipal's AI-driven platform
Streamline your entire financial planning process
Centralize client data and communications
Automate repetitive tasks and workflows
Generate comprehensive reports quickly
Quick Setup Process
Get Elements connected with Investipal in just a few simple steps
Schedule a demo to discuss your Elements integration needs.
Our team will help you configure the optimal settings for your workflow.
Begin leveraging the combined power of both platforms immediately.
Ready to integrate Elements?
Connect your tools and automate your workflow with Investipal's comprehensive platform.