Legacy Center
Your clients have spent decades building something meaningful. Legacy Center gives advisors a structured, intentional way to make sure it reaches the right hands and that the next generation knows exactly who to call.
- Legacy Map
Every financial plan has an end. Legacy Map shows what happens after it.
Built from data already in Nitrogen, including your client’s portfolio, income projections, and account structure, Legacy Map generates a complete visual picture of the estate. Accounts, trusts, insurance policies, and beneficiaries, all tied to real projected dollar amounts. Advisors go from zero to a full legacy picture in minutes.
For the first time, clients can see not just what they’ve built, but who it’s going to and what it’s actually worth to them.
- Legacy Key
Once the map is in place, Legacy Key turns it into action.
A Legacy Key is a personalized, advisor-branded introduction sent directly to each beneficiary through Nitrogen. It’s client-approved, formally delivered, and designed to earn a permanent spot in someone’s inbox. It includes your contact information, a simple guide for what to do if something happens, and a landing page with clear next steps.
Advisors have always known that a business card in a drawer isn’t a plan. Legacy Key is.
- Report Element
The Legacy Map is available as a report element in Reports Builder. Add it to any client deliverable to produce a clean, multi-page PDF showing the complete estate picture, including total estate overview, accounts, trusts, life insurance policies, and beneficiaries with projected dollar amounts and allocation percentages. Advisor-branded and printable, it gives clients and their families something they can hold onto and reference long after the meeting ends.
What advisors are saying
“This is the single best piece of software I have come across in 15 years of being a registered investment advisor.”
“Nitrogen helped us move over $1M in assets in the first three months. ”
“Nitrogen is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying it. ”
“Nitrogen is client suitability and ethical practices defined. ”
“Nitrogen helped me save a $650,000 client, and connect with them on a whole new level. ”
“Nitrogen really gives my clients an edge in understanding risk. It is easily the best technology I use in my practice. ”
“The Risk Number is translational for our clients. They just get it. ”
“For all you advisors thinking of using Nitrogen, DON’T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!”
“Nitrogen is such a great tool. I'm new to using it in my practice, and already can't imagine running my business without it.”
See legacy center in action
The introduction you make today could be the relationship that lasts from generation to generation.
Book a Demo
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Legacy Center is Nitrogen’s suite of tools that turns a client’s financial plan into a complete legacy plan, mapping accounts, trusts, insurance, and beneficiaries into one shareable picture.
Legacy Center is built for advisors who want to deepen relationships across generations, from established wealth managers to teams just starting to formalize their legacy planning process.
Legacy Center pulls directly from data you already have in Nitrogen, including portfolios, income projections, and account structures, so there’s no duplicate data entry.
No. Clients and their beneficiaries can view their Legacy Key and reports through a secure shareable link, no separate account required.
All data is encrypted in transit and at rest, and access follows the same security controls as the rest of your Nitrogen account.
Book a demo with our team and we’ll walk you through setting up your first Legacy Map.