Nitrogen Wrapped 2025
In 2025, we didn’t just ship features, we delivered a new standard for fearless advice. From cutting friction out of your daily workflows to deepening the analytics behind every proposal, this year was about transforming Nitrogen into the true AI-enabled, client-facing software for client meetings.
With 64 product updates released, 3 completely new product lines, and an industry-leading Net Promoter Score (NPS) of 71, this is your story as much as it is ours.
Let’s unwrap the honorable mentions, advisor favorites, count down the top 5 game-changing tools that defined 2025, and more.
Honorable Mentions
Before we get to the official countdown, we want to highlight the features that made a massive impact on advisor workflows this year.
Reports Builder
Advisors embraced the new Reports Builder, creating over 2,400 highly customized, on-brand client deliverables since launch. Whether explaining a model update, illustrating retirement readiness, or recapping a quarter, advisors now have total control over narrative and presentation.
Firm Controls
The “Everything, Everywhere, All At Once” of practice management. This update empowered firms to maintain centralized control over branding, investment strategy, user permissions, data sharing, and firm-wide analytics from one beautifully intuitive interface.
Meet “Jen”
We supercharged our Help Center with Jen, our AI-powered support assistant. Jen helps answer your questions at night, on weekends, and anytime you’re staring at a screen wondering, “How does this work?”
AI Research Center Updates
For the detail-oriented, we brought the Optimizer into the Sandbox, added plain text prompting to Discovery, and expanded trailing returns data (including the highly requested 10-year lookback).
Advisor Favorites
Top Webinar
Prospecting Playbook: How Natasha McPherson Wins Clients with Confidence using Nitrogen. In this candid conversation, Natasha McPherson shared how she uses Nitrogen as her secret weapon to turn prospects into clients. Watch on demand here.
Top Blog
Turn Tax Insights Into Year-End Prospecting Opportunities. We broke down how financial advisors can turn tax insights into year-end prospecting opportunities. Read the full post here.
Top Research
Nitrogen’s 2025 Firm Growth Survey. The top-performing content piece was our 2025 Firm Growth Survey, offering comprehensive insights into how firms are scaling in a changing landscape.
Top Proprietary Market Insights
Nitrogen’s Signals & Shifts. We launched our newsletter: Nitrogen Signals & Shifts, where every month we analyze more than 1,000 daily advisor-generated proposals to uncover trends shaping investor behavior and portfolio construction.
Top Integration Software
We landed an 8.7 “Superior” rating in the 2025 Ezra Group Wealthtech Integration rankings, placing in the top ten of all applications assessed. Notable integrations added this year include a Direct integration with Broadridge’s Wealth Aggregation and Insights solution, a deeper partnership with Advyzon for integrated portfolio analytics, portfolio management & CRM, and added the ability to sync your custodial data directly from SEI. You can view all 50+ leading integrations here.
The Nitrogen Newsroom
We made a splash in the headlines this year. Here’s a collection of our most recent news, including a top-performing announcement of our hottest release of the year (more on that in our countdown).
Your Nitrogen Help Center: Built for Advisor Wins
Our all-new Customer Help Center unifies everything you need to get the most out of Nitrogen—on-demand Guided Product Tours, Training Webinars, Quick Video Tutorials, and Jen, our 24/7 AI Assistant that’s ready to guide you anytime. It’s the go-to resource for learning how to leverage Nitrogen to consistently crush every client meeting.
Top Hits: The Countdown
And now, the moment you’ve been waiting for. We counted down the top 5 releases of 2025. The tools you used the most, asked about the most, or told us you can’t live without.
#5 Annuity Enhancements
Streamlining the Complex. Kicking off our top five, we improved annuity workflows to help you model guaranteed income with precision. It’s not just about baking cookies for the holidays; it’s about making sure your clients’ income streams are visualized clearly and accurately.
#4 Retirement Maps
The Glow-Up of the Year. Once the “middle child” of the platform, Retirement Maps received a major overhaul in 2025. With enhancements to Retirement Income by Source (RIBS) and Income Stress Tests, advisors logged over 1,100 interactions with the new income views, turning complex planning into “aha moments” for clients.
#3 AI Statement Capture
“The Best Thing Since Sliced Pumpernickel”. Advisors called it a game-changer. Launched in Q1, AI Statement Capture quickly became a staple in the advisor workflow. It drastically reduced manual data entry, processing over 40,000 client files this year. It made onboarding faster, portfolio builds more accurate, and life simply easier.
#2 AI Meeting Notetaker
The New Standard for Client Conversations. One of the most transformative tools we launched this year, AI Meeting Notetaker redefined preparation and follow-through. With insight-rich preparation paired with automated notes, advisors have already used it to run over 250 meetings and complete 2,000+ check-ins.
#1 AI Tax Center
The Most Requested Feature of the Year. Coming in at number one is the feature advisors have been most excited for. AI Tax Center launched as a breakthrough for uncovering hidden assets and surfacing tax-relevant insights. It allows you to prepare tax-aware recommendations in seconds, bringing tax clarity at scale to your practice.
Advisor Soundbites
“When tariffs and policy shifts hit the federal workforce… we ran everyone through Nitrogen again… One client who’d refused for years to move his government 401(k) finally understood the numbers and rolled over $1 million, because Nitrogen made the risk visible.” — Chris McAlister, Mainbridge Wealth Advisor
“Nitrogen is eye-opening for clients and prospects – the very first time I used it in a presentation, I brought in $1.8 million.” — Erik Lillibridge, Sagemark Consulting
“Nitrogen is the genesis of our plan. It tells us more about the client and prospect and drives our conversations to a deeper level that they can understand.” — Robert Lehrer, Founder and CEO of Mesa Pointe Wealth
“One family had a portfolio that looked conservative, but their risk score came back very aggressive… Without that Nitrogen check-in, we never would’ve discovered them, instantly creating a new revenue opportunity.” — Ryan Schebo, Prudential
The Fearless Investing Summit
Top Industry Speakers + Keynotes
Industry-leading speakers, including Josh Brown, Eric Clarke, Michael Kitces, and Nitrogen Co-founder Aaron Klein, will share their knowledge to help advisors bring their A-game to client meetings in 2026.
100+ Educational Sessions
From actionable breakout sessions to thought-provoking keynotes, every session was designed with you in mind. Check out the agenda here.
Groundbreaking Product Keynote
Attendees will get a first look at Nitrogen’s Winter 2026 platform innovations, revealed live on stage.
Fearless 2026 “Crush it in Every Meeting”
We’re gearing up for next year’s Fearless Investing Summit in Denver this February 18-20! Learn more about the exciting announcements and early registration perks by visiting the conference website.
2025 By The Numbers
2025 was a huge year for us! It’s hard to summarize what we’ve been able to accomplish this year, but here’s a TLDR run through:
- 64 Product Updates: We shipped 64 distinct updates this year, including 3 brand-new product lines.
- 71 NPS Score: Thanks to your feedback, Nitrogen achieved a “best in class” Net Promoter Score of 71 (compared to the industry average of 34).
- 1,000+ Daily Proposals: Advisors created more than 1,000 client proposals every single day, representing $1.1 billion in assets.
- 8.74 Integration Score: Nitrogen earned an excellent 8.74/10 on the Ezra Group WealthTech Integration Score™, highlighting our commitment to seamless connectivity with your tech stack.
- 40,000+ Files Processed: Advisors trusted AI Statement Capture to digitize over 40k client statements.
- 2,400+ Reports Built: Since the launch of the new Reports Builder, advisors have created thousands of highly customized, on-brand deliverables.
- 200 Custom Strategies: Advisors wasted no time crafting tailored approaches using our new Custom Strategies feature.
That’s a Wrap!
2025 has been a year driven by the advisors who push us to think bigger, move faster, and keep raising the bar for wealth management. Every upgrade, every new capability, and every improvement we’ve made traces back to what you told us you needed most.
The result? Stronger tools in your hands and richer, more meaningful connections with your clients. We’ve made real progress together, and the momentum is only building.
Because your input continues to shape our roadmap, what’s ahead is even more exciting. Fresh innovation, AI-driven insights, and a growing community of forward-thinking advisors are lined up to help you sharpen your edge and expand your reach.
Let’s turn the next chapter into your biggest yet.
P.S. If you missed our 2025 Wrapped Webinar, you can watch the replay here.