you’re in good company
Trusted by the best brands in wealth management
Thousands of wealth management firms and financial advisors have propelled their success with Nitrogen.
WHAT’S IN IT FOR YOU?
Solutions for your firm’s biggest challenges
Create a powerful, interactive client acquisition and retention process that hides in plain sight behind the practice of great advice. Deliver the insights and analytics to keep your firm safely on course.
Set the right expectations with the Risk Number and a proven process.
Meet the #1 proposal engine for wealth management firms.
Speed up investment research and provide deep portfolio analytics for the most analytical of clients.
Use risk capacity to illustrate retirement probability and uncover held-away assets
Build a strong foundation with your clients and get early warning signals when clients might need a little care.
Turn traffic into leads, and leads into clients with the four most powerful words in the profession: “What’s Your Risk Number?”
Turn compliance into your firm’s biggest opportunity.
Portfolio costs, risk alignment, and client sentiment breakdowns across your book.
WIN YOUR IDEAL CLIENTS
Supercharge your client acquisition
Spend less time prospecting and more time devoted to your ideal clients. With Nitrogen, financial advisors have noted close rates of 90% or higher.Increase Your Prospect Close Rate
Forge Lifelong Client Partnerships
Master the art of client retention
Scale a personalized, repeatable process that delights every client, builds trust, increases retention, and covers all KYC regulations behind the scenes. Your clients are now your firm’s biggest fans.Turn Clients into Referral Champions
INSIGHT MEETS IMPACT
Arm your firm with actionable insights
Unlock powerful investment research and portfolio analytics capabilities that pave the way for richer client conversations and robust business growth. With Nitrogen’s business intelligence tools, you gain unparalleled visibility into not just client portfolios but also critical business metrics—including book-wide AUM, risk controls, and compliance alerts.lead with powerful business intelligence
Unify Your Tech Stack with a Best-In-Class Experience
You’re only as efficient as the systems around you. High growth firms use their technology efficiently and often. That’s why Nitrogen integrates seamlessly with your existing technology, enabling real-time insights and client visibility. When it comes to your technology stack, rest assured that Nitrogen will fit right in.See Integrations
What advisors have to say
The markets run on financial advice. Financial advisors run on Nitrogen.
Let one of our experts answer any questions and show how thousands of firms like yours have found success with Nitrogen. Book a demo today.