SALT LAKE CITY--(BUSINESS WIRE)--Elements, a mobile-first, client-centric financial monitoring platform, today announced it has appointed Wade Anderson as its Chief Operating Officer. Anderson will provide strategic direction to the firm’s vision to revolutionize and streamline how advisors attract, onboard and deliver ongoing advice to their clients.
Over the last 10 years, Anderson has worked to create operational solutions in the B2B software sector, improving processes that have had profound impact on organizational continuity. This parallels the mission of Elements, which provides a simpler way to get actionable financial advice into the hands of clients at scale. He is tasked with developing and improving current systems, processes, controls and procedures that will improve the overall efficiency of Elements, ensuring advisors have the tools to make clients' financial lives better.
“What struck me most about Elements was their mission to democratize financial advice,” says Wade Anderson, Chief Operating Officer at Elements. “Elements has the best interests of both financial advisors and their clients in mind as evidenced by their methodical approach and continual assessment of financial plans.”
A graduate of Harvard Business School, Anderson most recently served as the Vice President of IQGeo, which delivers geospatial software solutions that improve productivity and collaboration across enterprise planning, design, construction, maintenance and sales processes to reduce costs and operational risks, while also enhancing customer satisfaction. Prior to IQGeo, Anderson was Chief Executive Officer at OSPInsight, a developer of software for fiber network operators.
“Our vision at Elements is to literally change the world by providing scalable financial advice,” says Reese Harper, CFP®, Chief Executive Officer at Elements. “We want to ensure this technology gets into the hands of all who need it, because at the end of the day, we truly want everyone to live better financial lives. With Wade’s experience and abilities, he will help galvanize our team’s vision.”
Elements created an easy-to-use mobile app for the modern client where they can quickly input their financial data. This enables financial advisors to have targeted conversations with them using 12 key financial vital signs, one for each major area of personal finance, no matter the client’s net worth, including savings, tax and burn rate.
For more information about Elements and to book a demo, click here.
About Elements
Elements, a financial monitoring platform, is simplifying financial planning while dramatically lowering the costs for advisors to both acquire and serve clients. Elements encourages better behaviors with clients that promote financial health by displaying digestible pieces of critical financial data, including debt, savings, spending, insurance, investments, and more, that become the building blocks of a comprehensive, easy-to-monitor financial plan. The Elements scorecard provides advisors a way to capture vital client data quickly and easily and present a holistic picture of their financial life in a tangible and understandable way. For more, visit getelements.com.
