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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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.
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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.
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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.
Enter the Nitrogen Platform
The platform built to help you win new business, increase client satisfaction, and protect your firm.
The Risk Number creates a repeatable, scalable process to demonstrate misalignment in a portfolio and propose just the right solution for clients.
With powerful client engagement and visualization tools, Nitrogen is the best tool to make investing understandable for your firm’s clients.
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.
See All IntegrationsAre you ready to transform your practice today?
We’re ready to help you win new business, engage with clients, and protect your firm.
The elite solo practitioner’s toolkit to convert, engage, and retain clients with powerful analytics.
The firmwide tools needed to win prospects faster, engage with clients, and leverage the executive insights needed to keep your business on course.
Everything in our Ignite package, plus advanced control and flexibility to effortlessly scale your firm operations.