According to filings with the U.S. Securities and Exchange Commission, Elements Technology dba Elements is raising $5,003,339.00 in new funding. Sources indicate as part of senior management Chief Executive Officer, Reese Harper played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About Elements Technology dba Elements
Meet The Elements Financial Planning System. Elements is designed to give financial advisors the framework, processes, and software they need to efficiently show recurring value and deliver a next-gen experience for their clients. The Elements was designed first and foremost to make financial planning an easy, enjoyable experience for your clients. Imagine an elegant client portal that your clients will actually want to use and that exposes all the hard work you’re doing behind the scenes. The Elements scorecard provides you with a set of standard vital signs for assessing your clients holistic financial health at a glance. Elements makes it simple to implement a recurring financial planning schedule with your clients. For example, each month you could assess your clients overall financial health using the Elements scorecard and then focus in on one Element for deeper analysis. Our beautifully designed, easy-to-follow reports feature the very latest stats, scores, and new recommendations for improving your clients financial health. Our methodical approach to keeping client data up-to-date and ongoing assessments will give your clients complete confidence in their plan.

To learn more about Elements Technology dba Elements, visit http://getelements.com/

Contact:
Reese Harper, Chief Executive Officer
801-201-5061
https://www.linkedin.com/in/reeseharper/

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