Elements
Built by Elements
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
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.
1. Contact Our Team
Schedule a demo to discuss your Elements integration needs.
2. Configure Settings
Our team will help you configure the optimal settings for your workflow.
3. Start Using
Begin leveraging the combined power of both platforms immediately.
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo