Empowering Advisors to Invest Fearlessly: 2024 Nitrogen Product Keynote Recap
A highlight of every Fearless Investing Summit is the annual Nitrogen product keynote, and this year’s presentation did not disappoint. With over 1,100 in-person attendees and another 1,000 tuning in online, the keynote showcased Nitrogen’s unwavering commitment to innovation and its mission to empower advisors with technology that builds trust and scales personalized advice. Serving as the backdrop for Nitrogen’s highly anticipated fall product launch, the conference featured powerful sessions from NFL legend Emmitt Smith and industry thought leader Joe Duran, setting a new benchmark for wealth management. Here’s a look at the most exciting announcements from Nitrogen’s product keynote.
A Foundation of Trust
CEO Dan Zitting opened the keynote by emphasizing Nitrogen’s mission to serve as a “Trust Platform” for advisors. “Trust is our industry’s most valuable asset, and building digital experiences that enhance trust for advisors is in the DNA of Nitrogen,” Zitting shared. The product updates announced this year aim to foster more meaningful connections between advisors and clients, creating tools that go beyond data and efficiency to elevate advisor-client relationships.
Highlights from Nitrogen’s Fall Product Launch
Research Center: Equity Exposure and Portfolio Comparisons, Simplified
Chief Product Officer Justin Boatman revealed new features in Research Center, addressing some of Nitrogen’s most requested capabilities. Financial advisors can now use Stock Intersection to break down the equity exposure within funds, providing clients with a clearer understanding of portfolio composition. Alongside this, Stats Multiview allows for detailed, side-by-side portfolio comparisons, giving advisors a powerful tool to showcase investment options and align client portfolios with their goals.
“The ability to illustrate underlying equity exposure and showcase deep portfolio comparisons has been the #1 request from advisors. We’re thrilled to deliver these to Research Center,” said Boatman.
Additionally, advisors can now analyze trailing returns in Discovery, Nitrogen’s intuitive fund screener, and “favorite” securities for faster proposal creation.
Risk Center: Driving Conversations with AI-Enhanced Insights
In a powerful step forward for Risk Center, Nitrogen unveiled AI Statement Capture, now available for beta testing, which leverages artificial intelligence to convert client statements into actionable portfolios in seconds. This tool streamlines data entry, enabling advisors to engage in more meaningful discussions with clients about their portfolios, rather than focusing on administrative tasks. With new, customizable Check-ins and the release of Nitrogen’s State of Investor Sentiment report, Risk Center gives advisors greater control over client communications and sentiment analysis.
Planning Center: Income by Source for Smarter Decumulation Planning
Managing Director Stephanie Walker introduced Income by Source, an innovative addition to Planning Center that addresses one of advisors’ most-requested features: detailed retirement income modeling. Income by Source allows advisors to visually map out decumulation strategies and illustrate income sources throughout retirement. Clients can see exactly how their income needs will be met, bringing peace of mind and a clear roadmap for their retirement.
Marketing Center: Content Designed to Delight
Marketing Center received new AI-powered features, including a library of over 80 pre-built marketing assets that help advisors enhance their client engagement. Advisors can access email campaigns, social content, and best practices curated from industry experts. Additional updates include the ability to instantly add disclaimers to assets, and generate images via AI prompts. With Marketing Center, advisors can effortlessly connect with clients and stay top-of-mind, boosting retention and client satisfaction.
Command Center: Oversight and Customization for Wealth Management Firms
For enterprise firms, Nitrogen’s Command Center now includes Advisor Filters, Subdomains, and Securities Builder for better oversight and customization across teams. Firms can now filter insights by advisor, manage compliance with household-level risk alignment, and create reusable custom securities with historical performance data. Command Center ensures every team, from small RIAs to firms with over 1,000 advisors, can work efficiently and stay compliant.
A Vision for the Future
As Dan Zitting noted in his closing remarks, Nitrogen’s innovation journey is far from over. We plan to continue delivering quarterly updates, with advancements in AI, risk analytics, and tax planning integrations on the horizon. With this year’s product keynote, our mission remains committed to supporting advisors with innovative tools that drive growth and deepen client trust.
The next Fearless Investing Summit is set for October 22-24, 2025, in Denver, Colorado, at the award-winning Hyatt Regency. We’re already looking forward to raising the bar for the tens of thousands of advisors around the country who use Nitrogen.
For more details or to schedule a demo of Nitrogen’s latest features, visit nitrogenwealth.com.