Investipal
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Financial Planning Integration

Elements
+ Investipal

Elements brings client information, financial planning, documents and reporting together.

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Financial planning

The client, in context.

ElementsElements
InvestipalInvestipal
Financial planning
Review setup and workflow scope

Trusted by leading advisory firms

Wellington Altus
Raymond James
Everspire
William Joseph
ProsperPlan
Woodgate

Financial planning, client information and the work around each relationship.

What Elements Offers

Financial Planning

  1. Comprehensive financial planning tools
  2. CRM and client management
  3. Document management system
  4. Workflow automation
  5. Reporting and analytics

Why Use Elements with Investipal?

Financial planning, client information and the work around each relationship.

  1. Streamline your entire financial planning process
  2. Centralize client data and communications
  3. Automate repetitive tasks and workflows
  4. Generate comprehensive reports quickly

Inside the workflow

Plan your Elements workflow

Bring a planning workflow to your integration conversation.

  1. Start with the planning process

    Show how your team uses Elements to organize client information, documents and reports.

  2. Identify the handoff

    Choose where that planning work meets portfolio construction, proposals or onboarding in Investipal.

  3. Review the connection together

    Discuss the information needed at that handoff and the configuration for your firm.