API Documentation
Use the Elements API to access clients, households, financial data, and more and seamlessly integrate your product into the workflows of firms using Elements.
Resources
Clients
Learn about the client model and how to query clients for your firm.
Households
Learn about households and how they relate to clients.
Invitations
Learn about the invitations and how they relate to your clients.
Scorecards
Learn how to assess your clients’ financial health with scorecards.