In healthcare, the roles of humans and technology are front and center. Machines do X-rays and MRIs, and then doctors prescribe treatments. The approach to financial health should be no different—gather data, perform analysis, make decisions, and take action—and leverage the respective strengths of advisors and technology. But most financial planning software was never developed with the client/advisor relationship in mind, which makes real planning labor-intensive. In this episode of Elementality, David Weiss, Chief Technology Officer of Elements®, joins Reese Harper to talk about the insights and philosophies driving the development of the Elements® app. You’ll hear about the concept of microinteractions, and how the proper delineation of responsibilities between advisors and technology can reduce overhead and enhance the client experience.
Elementality for Financial Advisors | Elements Financial Vitals System™