Unlocking efficiency
in Wealth Management

Elemnta connects and transforms complex wealth management systems and processes, turning outdated experiences and fragmented data into scalable, future-ready infrastructure with market-leading experiences. Helping you create tomorrow faster.

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Key Benefits

Elemnta unlocks both data and experience efficiency, enabling your platform to harness its full potential.

Accelerate your strategy by transforming your technology environment.

Deliver market-leading experiences to advisers .

Become a market leader and win through adviser efficiency.

Harness external data - integrating Platforms, CRMs, whole of wealth, and more.

Accelerate your growth and retention benefits.

Leverage your current systems rather than replacing them.

Deliver 80% transactional efficiency to advice practices.

Create efficiency and simplify processes for administration teams.

core capabilities

We challenge the assumption that improvements must be either narrowly focused or excessively disruptive. We offer multiple approaches to address both the technical and the human aspects of wealth management, providing a holistic solution that enhances your platform's capabilities and the adviser's experience. Disrupt the market, not your business.

Workbench:
The human interface
of Elemnta

Unlock efficiency through fully integrated experiences.

Workbench simplifies product transactions with a unified interface to action even the most complex product implementation workflows. It gives advisers ultimate control and flexibility, delivering market-leading experiences and efficiency, powered by the Elemnta platform.

Powered by Elemnta:
The tech layer
that brings it all to life

Unlock efficiency through data.

The Elemnta platform is the intelligent infrastructure beneath Workbench, connecting your internal systems and providing external connectivity, with a powerful Universal Data Model. It structures data, integrates systems, and enables smarter automation.