Crush Every Meeting with AI Advisor Software

From your first prospect conversation to every client review, Nitrogen helps firms show up ready to impress.

Trusted by over 30,000 financial advisors

AI CLIENT-FACING SOFTWARE

Made To Be Seen

Swivel your monitor and guide clients through clear, visual insights that make your advice come alive in real-time, including:

Risk Tolerance Tax Planning Investment Research Proposal Generation Retirement Planning Meeting Preparation

Because we speak results

75%

of advisors saw their book of business grow by $1M+ within 90 days of use

85%

of firms with a dedicated client engagement platform choose Nitrogen

94%

the increased prospect close rate of a 1,000+ advisory firm after implementing Nitrogen

million dollar average growth in advisors' book of business

1000

More than 1000 client proposals created daily representing $1.1 billion in assets

industry awards from Fast Company, WealthManagement.com, Investment News, and more

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

AI Risk Center

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

AI Research Center

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

AI Planning Center

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

AI Tax Center

Instantly turn any 1040 into clear, client-ready visuals and smart insights.

Firm Controls

Redefine firm-wide oversight by seamlessly integrating advisor-defined households from Risk Center into a unified dashboard.

Woman looking at her phone, Risk Number graphics in two half of image

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

Couple sitting on the couch looking at devices, graphic for the Risk Tolerance Questionnaire in the top right corner

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

Woman at her laptop smiling, a Risk alignment and list of investments graphics on right side of image

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.

Show Me Nitrogen