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.
Set the right expectations with the Risk Number and a proven process.
Meet the #1 proposal engine for wealth management firms.
Speed up investment research and provide deep portfolio analytics for the most analytical of clients.
Use risk capacity to illustrate retirement probability and uncover held-away assets
Build a strong foundation with your clients and get early warning signals when clients might need a little care.
Turn traffic into leads, and leads into clients with the four most powerful words in the profession: “What’s Your Risk Number?”
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
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
What advisors have to say
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.