Nitrogen for Banks and Credit Unions
See how firms like yours are using Nitrogen to engage clients, increase wallet share, and empower fearless investing.
How to Drive Fearless Investing
Nitrogen empowers you to build proposals with the exact amount of risk an investor should take on.
Document and showcase alignment between portfolio construction, risk tolerance, and risk capacity.
Increase your customer retention and set better expectations with the 95% Historical Range.
Facilitate meaningful conversations with clients and save time through more streamlined, effective workflows.
There’s no better way to start the investing conversation.
Now you can leverage the four most powerful words in investing, “What’s Your Risk Number?”
When clients see and understand the risk that they are taking, assets move quickly from cash (Risk 1) or held-away accounts (Risk ?), to a portfolio that’s in alignment with their goals and risk tolerance. With our industry-leading client engagement tools, you’ll experience what we at Nitrogen call “The ACAT Form Moment” time and time again.
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A Powerful Tool for Banks and Credit Unions
See how real banks, credit unions, and wealth management firms use Nitrogen.
With Nitrogen, Phil's team of advisors have won more clients, deepened client relationships, and helped clients better understand risk amidst market volatility.
How the sole owner and operator of an RIA passed a thorough State Corporate Commission audit in one hour—without breaking a sweat.
Founders Financial Securities surpasses SEC Regulation, elevates compliance, and documents best interest at the highest level with Riskalyze at the core of its tech stack and client experience.
Command Center
Built upon a dedicated platform for the home office.
We built Command Center to empower banks and credit unions with intelligent business insights, growth tools, and firm customization.
Features for Banks and Credit Unions
Scenarios & Stress Tests
Run portfolios through historical events to help clients understand what it means to control risk or beat the market. Analyze portfolios through a market timeline and compare it to just the right benchmark to make your point.
Detailed Portfolio Stats
Access the best stats and conduct an in-depth analysis in order to build the best portfolios your clients can trust.
Check-ins
Check-Ins is an automated behavioral coaching tool that allows you, the advisor, to take the pulse of your clients on a regular basis.
SEAMLESS INTEGRATIONS
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.
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Ready to dive into Nitrogen?
Let’s equip your advisors with powerful tools to increase their wallet share.