Nitrogen creates a common language between advisors and clients, allowing you to spend more time building your business and less time managing it.

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you’re in good company

Trusted by the best brands in wealth management

Thousands of wealth management firms and financial advisors have propelled their success with Nitrogen.

Because we speak results

 

 

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.

Risk Tolerance

Set the right expectations with the Risk Number and a proven process.

Proposals

Meet the #1 proposal engine for wealth management firms.

Portfolio Analytics

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

Retirement Planning

Use risk capacity to illustrate retirement probability and uncover held-away assets

Engagement

Build a strong foundation with your clients and get early warning signals when clients might need a little care.

Lead Gen

Turn traffic into leads, and leads into clients with the four most powerful words in the profession: “What’s Your Risk Number?”

Firm Controls & Oversight

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

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 with Command Center

See which accounts or households are out of alignment and create a plan to get them back on track. With Command Center, your firm has the tools to measure growth, risk, and proposal delivery across your entire book of business.

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.

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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

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.