Nitrogen Elite 
Not all Risk Number 65’s are created equal
How can you decide between two similar investments or portfolios? If efficiency is what you’re looking for, we’ve got good news—it’s time to let math do the work for you and highlight the difference between a 2.9 GPA fund and a 3.8.
The GPA is a quantitative expression of the efficiency of an investment, strategy, or portfolio with respect to how much return is realized or expected per unit of risk.
Based on a scale of 1.0 on the low side and 4.3 on the high side, the GPA of a portfolio, stock, mutual fund, or ETF helps you understand the relationship between expected performance and potential downside so your clients know their holdings are working in the most efficient manner.
Win prospects over like never before
Looking to harness that “ACAT form moment?” Most of the time, showcasing alignment with the Risk Number does the trick, but GPA puts another powerful tool in your arsenal so you can set your proposals apart.
Now you can give your clients the power of choice by showing a variety of portfolios with different Risk Numbers or GPAs and allow them to select the investment objectives or investment products that suit them best.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your 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.
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!
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.
Create a roadmap for your clients with Nitrogen — your go-to interface where assembling reports isn’t just intuitive, it’s powerful and flexible.
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.
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.
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!
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.
Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds.
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?"
Effortlessly launch a remote meeting with just two clicks. Your client joins with a web browser, and you’re protected from sharing the wrong data with the wrong client.
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.
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.
Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B, or Simple IRA plan participants with just a few clicks. The Risk Number creates a common language, allowing you to bridge the gap between advisor and participants without flooding your to-do list.
The risk/reward heatmap pinpoints the risk and reward contribution of individual securities in accounts, allowing you to have productive conversations about risky or concentrated positions.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.
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.
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.