Join us for an exclusive look at Nitrogen’s Summer Product Release—packed with powerful enhancements designed to streamline your workflow, boost efficiency, and boost client engagement.

Here’s a sneak peek at what’s coming:

• AI Meeting Notetaker is getting its first round of enhancements since launch. You won’t want to miss what’s next.
• More Clarity and Control with the long-awaited ability to delete integrated accounts in Risk Center, to intelligent hover-insights revealing which holdings contribute to each asset class.
• In-Depth Portfolio Exploration with a smarter, collapsible Planning Experience and an upgraded Optimizer and Sandbox interface.
• Enhancements to Firm Controls will eliminates manual data transfers and strengthens compliance by syncing real-time household and account data directly from Risk Center.
• Override Holdings and Proxy Accounts that makes Modeling complex products like SMAs and annuities a whole lot simpler.
• Intelligent File Imports that now automatically detects file types and builds accounts without user input.

Can’t join live? No problem. Register now, and we’ll send you the recording.