System Tutorials

Abby Morton
Abby Morton

The videos below will help you learn how to use the technology powering Elements. We recommend you watch all of these as you get started with the system for the first time.

 

Learn how to set up your advisor account for the first time and customize your firm settings

 

 

Learn the difference between prospects, onboarding, and active clients

 

 

 

 

Learn how to navigate a client’s profile from the advisor web portal

 

 

 

 

Learn how to create and invite new clients to Elements

 

 

 

 

 

Learn how to populate, create, and download the One-Page Plan 

 

 

 

 

Learn how to discover insights through the advisor insights feature about each Element

 

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