Statement Capture
Turn client statements into portfolios, without the manual work.
Risk Center 
Turn Statements into Portfolios
Statement Capture takes a client’s statement and builds the portfolio for you. Upload a PDF or spreadsheet, and Nitrogen extracts holdings, organizes accounts, and prepares everything in a format you can immediately work with.
You can review holdings, make adjustments, and move straight into analysis without having to start from scratch.
Everything runs within Nitrogen’s infrastructure, so client data stays protected the entire time. With ISO 42001 certification, it meets the same standard of security and oversight you expect across your practice.
Less Manual Entry, More Time with Clients
Manual data entry slows everything down. It takes time, introduces errors, and pulls you away from the work that actually matters.
Statement Capture removes that friction.
By automating portfolio creation, you reduce the time it takes to get from raw data to a usable portfolio. You spend less time preparing and more time focusing on the client.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.
Seamlessly import outside assets from thousands of institutions. With client credentials entered remotely or by your side, manual updates become a thing of the past.
Does an investor's risk tolerance align with how they're invested? A portfolio-wide Risk Number® and 95% Historical Range™ enable you to make investment decisions and demonstrate alignment to your prospects and clients.
Drop a simple link onto your website or email signature to turn it into an interactive risk analysis tool and a lead capturing machine. Now you can leverage the four most powerful words in financial advice, "What's Your Risk Number?"
Want to leverage the Risk Number® for your brand? We've got an interactive portal of design templates and other resources available in your Nitrogen Elite account.
Check-in emails build a strong foundation to support your message between client reviews and give you an early warning signal when client psychology needs care.
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!
Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number®, GPA®, expense ratios, and more.
Effortlessly launch a remote meeting with just two clicks. Your client joins with a web browser, and you’re protected from sharing the wrong data with the wrong client.
Take advantage of our collection of free and subscription-based models and download them into your Nitrogen account. Stay up to date on the industry's best strategies!
Don't wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. Illustrate the bigger picture and even uncover outside assets.
A customizable report builder that lets firms control content and compliance while enabling advisors to deliver personalized, client-specific reports.
Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B, or Simple IRA plan participants with just a few clicks. The Risk Number creates a common language, allowing you to bridge the gap between advisor and participants without flooding your to-do list.
Meet the objective metric that has paved the way to measuring the efficiency of investments not just at the fund level, but at the portfolio level as well.
The risk/reward heatmap pinpoints the risk and reward contribution of individual securities in accounts, allowing you to have productive conversations about risky or concentrated positions.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.
Run portfolios through historical events like the 2008 Financial Crisis or 2013 Bull Market to help clients understand what it means to control risk or beat the market.
Unlock the power of events in Retirement Maps. See how changing your client's Risk Number®, income, or expenses over time will affect their overall risk capacity.