On-Demand

Nitrogen Winter ’26 Release: Nucleus Agentic AI, Tax Planning Upgrades

On-Demand

Nitrogen Winter ’26 Release: Nucleus Agentic AI, Tax Planning Upgrades

From the 2026 Fearless Investing Summit, watch the latest product releases and updates across Nitrogen’s AI-connected suite of advisor products designed to showcase the value of advice in every client meeting .

What’s New:
  • Introducing Nucleus – An agentic AI engine embedded directly where you work in Nitrogen
  • Upgrades to Tax Center – Including client ready PDF report generation 
  • Premium Statement Capture – Advisors who prefer to fully outsource portfolio entry can now upload a PDF and receive a verified, ready-to-use portfolio without finishing the final steps themselves.