The Platform to Align Risk, Portfolio Analytics, and Retirement Goals

Nitrogen gives financial advisors the tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and confidently guide clients toward retirement readiness—all in one streamlined platform.

TRUSTED BY 30,000+ FINANCIAL PROFESSIONALS, INCLUDING:

Risk Center
Engage clients, win business, and retain fearless investors Planning Center
Model risk, time horizons, and probabilities for success Research Center
Simplify research, provide analytics, and impress analytical clients

Because we speak results

 

 

Master Client Meetings: Build Trust, Educate and Keep Clients Invested Longer

Your role is to change client behavior, to guide your client through years of market volatility without making short-term, emotion-fueled decisions. Every aspect of Nitrogen is designed to be your client-facing, visual, financial education toolset. From determining risk capacity and personalized portfolio construction to stress-testing and illustrating the impact on retirement income, you are set to manage client meetings that build trust and keep clients invested.

WHAT’S IN IT FOR YOU?

Solutions for your firm’s biggest challenges

Create a powerful, interactive client acquisition and retention process that hides in plain sight behind the practice of great advice.

Riskalyze

Showcase your expertise with the industry's leading risk tolerance platform, trusted by tens of thousands of financial advisors

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Risk Center

Leverage the Risk Number and 95% Historical Range across your firm to manage client expectations

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Research Center

Speed up investment research and provide deep portfolio analytics for the most analytical of clients.

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Planning Center

Equip advisors to model risk capacity, time horizon, and long-term probability

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Command Center

Unlock firmwide controls and let Command Center monitor the risk and growth of your entire AUM

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Marketing Center

Leverage the power of Marketing Center to supercharge your client outreach

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WIN YOUR IDEAL CLIENT

Supercharge your client acquisition

Leverage the four most powerful words in the profession: “What’s Your Risk Number?” When prospects see and understand how they are invested with the Risk Number, advisors can quickly close deals and create ACAT form moments.

WATCH: Advisor Sees 10x Increase in Prospects

ENGAGE WITH YOUR IDEAL CLIENT

Increase client engagement & satisfaction

Create a repeatable, standardized proposal process that sets the right expectations and engages both prospects and clients. Now, you can prove to prospects they are invested wrong, and show clients they are invested right.

READ: Firm Grows AUM by $210m

PROVE YOUR FIDUCIARY CARE

Protect Your Firm

Nitrogen helps prove fiduciary compliance by aligning investment recommendations with a client’s Risk Number®, documenting suitability, and providing interactive client education to enhance transparency and trust. Whether it’s the DOL, FINRA, or the SEC’s Marketing Rule and Reg BI, we’re here to help. With Nitrogen’s data-driven approach, advisors can confidently act in the client’s best interest while minimizing compliance risk.

 

READ: Firm Passes Surprise Audit in 60 Minutes

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.

See All Integrations

CUSTOMER Testimonials

What advisors have to say

“The platform is incredibly user-friendly”
"I've been using Nitrogen for months now and it's been a game-changer for my business. The platform is incredibly user-friendly and has helped me streamline my workflow. Plus, the customer service team is always quick to respond and super helpful."
Jordan L.
Cetera Financial Group
“The best decision I made for my business”
"I was skeptical about using Nitrogen at first, but after giving it a try, I can confidently say it's the best decision I made for my business. The platform has saved me so much time and effort, and the results speak for themselves. My productivity has increased significantly since I started using Nitrogen."
Riley P.
Advisors Excel
“The growth and retention of our client base has been significant”
"The growth and retention of our client base has been significant, even in discouraging markets. Our clients have had an expectation set for their funds’ fluctuation through our process utilizing the Nitrogen features. Prospects understand what our investment management looks like and what they can expect in the future, not just seeing hindsight performance data."
NINA O.
Advisor in North Carolina
“Nitrogen has been a lifesaver for my team”
"Nitrogen has been a lifesaver for my team. It's made collaboration and communication so much easier, and we've seen a noticeable improvement in our overall efficiency. I highly recommend Nitrogen to any business looking to streamline their processes and boost their productivity."
Avery K.
United Planners Financial Services

book a demo

The markets run on financial advice. Financial advisors run on Nitrogen

Let one of our experts answer any questions and show how thousands of firms like yours have found success with Nitrogen. Book a demo today.