Do it all with Nitrogen — the Growth Platform for advisors and wealth management firms.

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.

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. Deliver the insights and analytics to keep your firm safely on course.

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.

Capacity 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?”

Compliance

Turn compliance into your firm’s biggest opportunity.

Firmwide Insights

Portfolio costs, risk alignment, and client sentiment breakdowns across your book.

WIN YOUR IDEAL CLIENTS

Supercharge your client acquisition

Spend less time prospecting and more time devoted to your ideal clients. With Nitrogen, financial advisors have noted close rates of 90% or higher.

Increase Your Prospect Close Rate

Forge Lifelong Client Partnerships

Master the art of client retention

Scale a personalized, repeatable process that delights every client, builds trust, increases retention, and covers all KYC regulations behind the scenes. Your clients are now your firm’s biggest fans.

Turn Clients into Referral Champions

INSIGHT MEETS IMPACT

Arm your firm with actionable insights

Unlock powerful investment research and portfolio analytics capabilities that pave the way for richer client conversations and robust business growth. With Nitrogen’s business intelligence tools, you gain unparalleled visibility into not just client portfolios but also critical business metrics—including book-wide AUM, risk controls, and compliance alerts.

lead with powerful business intelligence

SEAMLESS INTEGRATIONS

Unify Your Tech Stack with a Best-In-Class Experience

You’re only as efficient as the systems around you. High growth firms use their technology efficiently and often. That’s why Nitrogen integrates seamlessly with your existing technology, enabling real-time insights and client visibility. When it comes to your technology stack, rest assured that Nitrogen will fit right in.

See 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

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.