What is the Nitrogen Platform?

Nitrogen is the platform that helps you win new business, increase client satisfaction, and protect your firm. It creates a common language between advisors, home offices, and clients, allowing you to spend more time building the business and less time managing it.

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Investing is difficult for the average investor
  • Investors don't have a long-term mindset

    They buy when the markets are up, sell when the markets are down, and lose out on the recovery.

  • Investors face information overload

    Whether they are overridden with information from their current advisor, the news media, or the economic environment, investors don’t know where to seek the truth.

  • Setting expectations is difficult

    As an advisor, how can you set the right expectations with clients when the markets are anything but predictable?

That’s why we created the Risk Number

 

 

The Risk Number is a quantitative measurement between 1 and 99 that helps your firm pinpoint how much risk your clients want, how much they need to reach their goals, and how much they currently have in their portfolio.

Now you can show how much risk clients want, how much they need to reach their financial goals, and how much they currently have in their portfolio.

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Enter the Nitrogen Platform

The platform built to help you win new business, increase client satisfaction, and protect your firm.

Grow Firm Assets

The Risk Number creates a repeatable, scalable process to demonstrate misalignment in a portfolio and propose just the right solution for clients.

Increase Client Satisfaction

With powerful client engagement and visualization tools, Nitrogen is the best tool to make investing understandable for your firm’s clients.

Protect the Business

Command Center seamlessly integrates your data, empowering your firm with the advanced tools necessary for informed decision-making and maintaining compliance.

By the Numbers

SEAMLESS INTEGRATIONS

We integrate with your existing tech stack

You’re only as efficient as the systems around you. That’s why Nitrogen integrates seamlessly with your existing technology, enabling you to connect the Risk Number into all of your wealth tech solutions.

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Are you ready to transform your practice today?

We’re ready to help you win new business, engage with clients, and protect your firm.

Nitrogen Elite
for individual advisors

The elite solo practitioner’s toolkit to convert, engage, and retain clients with powerful analytics.

Nitrogen Ignite
for growing businesses

The firmwide tools needed to win prospects faster, engage with clients, and leverage the executive insights needed to keep your business on course.

Nitrogen Ultimate
for the ultimate firm at scale

Everything in our Ignite package, plus advanced control and flexibility to effortlessly scale your firm operations.