Sample client details to create fake profiles in Elements

Interested in building out a sample client profile in Elements, but unsure of what data to add? Here are three sample client profiles you can use to create your own.

We recommend building out profiles that are similar to the clients you bring on board. So feel free to tweak the attached profiles as needed.  

 

• Partner 1 _ Partner 2 BWM Demo's Personal Financial Statement (Sep 29_ 2023) (1).pdf300 KB
• Lisa _ Andrew Deere PFS (1).pdf300 KB
• Wheeler _ Stephen _ Crawford's Personal Financial Statement (Sep 29_ 2023) (1).pdf200 KB