Empowering fearless investing with your clients has never been easier
Explore the powerful features in the Nitrogen platform that will allow you to grow your assets, increase client satisfaction, and protect your business.
Risk & Proposals
Set the right expectations with the Risk Number and a proven proposal process to bring on new business.
Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor's Risk Number®, whether you’re across the room or across the world.
Does an investor's risk tolerance align with how they're invested? A portfolio-wide Risk Number® and 95% Historical Range™ enable you to make investment decisions and demonstrate alignment to your prospects and clients.
Meet the objective metric that has paved the way to measuring the efficiency of investments not just at the fund level, but at the portfolio level as well.
Portfolio Analytics
Speed up your investment research and provide deep portfolio analytics for your most analytics clients.
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!
Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds.
Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number®, GPA®, expense ratios, and more.
Retirement Planning
Illustrate the path to success, uncover held-away assets, and kickstart your financial planning process.
Don't wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. Illustrate the bigger picture and even uncover outside assets.
Unlock the power of events in Retirement Maps. See how changing your client's Risk Number®, income, or expenses over time will affect their overall risk capacity.
Client Engagement
Build a strong foundation with your clients and get early warning signals when they might need a little extra care.
Create a roadmap for your clients with Nitrogen — your go-to interface where assembling reports isn’t just intuitive, it’s powerful and flexible.
Check-in emails build a strong foundation to support your message between client reviews and give you an early warning signal when client psychology needs care.
Run portfolios through historical events like the 2008 Financial Crisis or 2013 Bull Market to help clients understand what it means to control risk or beat the market.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.
Lead Gen
Turn traffic into leads and leads into meetings with the four most powerful words in the profession, “What’s your Risk Number?”
Want to leverage the Risk Number® for your brand? We've got an interactive portal of design templates and other resources available in your Nitrogen Elite account.
Drop a simple link onto your website or email signature to turn it into an interactive risk analysis tool and a lead capturing machine. Now you can leverage the four most powerful words in financial advice, "What's Your Risk Number?"
Technically speaking, it’s a domain-trained, semi-autonomous, prompt-based, large multimodal, artificial intelligence content generator. Which is a fancy way of saying: it creates content for your firm really, really well.
Firmwide Controls & Dashboards
Unlock firmwide controls and let Command Center monitor the risk and growth across your entire book of business.
The Holdings Dashboard has the tools your firm needs to navigate through thousands of accounts and proactively identify issues before they become problems.
Leverage the Insights Dashboard to measure both the growth and risk of your firm’s entire book of business.
Track the growth and retention of your clients through the delivery of compliant, aligned, and effective proposals.
And so many more powerful features
Seamlessly import outside assets from thousands of institutions. With client credentials entered remotely or by your side, manual updates become a thing of the past.
Take advantage of our collection of free and subscription-based models and download them into your Nitrogen account. Stay up to date on the industry's best strategies!
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Ignite firm growth with Nitrogen
Let one of our experts guide you through the Growth Platform, answer any questions you may have, and show how thousands of firms like yours have found success with Nitrogen.