Nitrogen Stands Out in 2025 T3 Software Survey: More Than Just Risk Software
Every year, the T3/Inside Information Software Survey offers a rare glimpse into what programs, software, and tech tools advisors actually use, and how much they value them, within their tech stack.
We like to think of the T3 Survey as a benchmark that enables advisory firms, technology providers, and the larger financial services industry to understand which platforms are delivering real results.
For us here at Nitrogen, the 2025 survey brought encouraging news. Not only did we maintain our leading status in several key categories, but we also expanded into new ones. This expansion is an indication that advisors are using Nitrogen beyond its risk-assessment capabilities. Now more than ever, Nitrogen clients are leaning into our full suite of tools to grow their businesses and better serve their clients.
Before we dive into the details of Nitrogen’s performance, it’s worth taking a step back to recognize what makes the T3 Survey such an essential resource for advisors and tech providers alike.
About the T3/Inside Information Software Survey
Now in its 22nd year, the T3/Inside Information Software Survey was created by Joel Bruckenstein, CFP® and Bob Veres—two of the industry’s most esteemed professionals and recognized authorities in technology for financial professionals.
Today, the T3 Survey is one of, if not the most, comprehensive studies of financial advisor software usage and satisfaction available. With input from thousands of advisors across varying firm sizes and business models, it captures both quantitative adoption trends and qualitative insights about the tech stacks shaping modern advisory practices.
From CRM and financial planning to marketing, investment analytics, and portfolio management, the survey encompasses 45 categories with results spanning an impressive 85-page report. For technology partners like Nitrogen, these results offer invaluable feedback and an unbiased look into how advisors are feeling right now about their technology options. For advisors, it provides a peer-driven guide to what tools are truly delivering value.
With that introduction, let’s take a look at what advisors had to say about Nitrogen in the 2025 survey.
Risk Tolerance Instruments
Once again, Nitrogen topped the Risk Tolerance Instruments category with the largest market share at 16.73%, and an improved user rating over last year. As the survey noted, Nitrogen remains a standout growth-focused platform for advisors, thanks in part to its ability to support both portfolio construction and client conversations.
Risk has always been our foundational offering, but we’re thrilled to see advisors increasingly use the Nitrogen platform to support their client acquisition and retention strategies. Today, they’re leveraging Nitrogen’s wide array of user-friendly offerings to attract qualified prospects, lead important client conversations, set realistic expectations, and guide investment decisions through various market conditions.
Investment Data/Analytics
Another bright spot was the Investment Data/Analytics category, where Nitrogen grew its market share to 11.65%, and improved its average user rating to 7.93 (up from 7.39 in 2024).
While most platforms in this space focus primarily on traditional investment screening services, Nitrogen delivers something different. Advisors who use Nitrogen are better able to bring context to each client conversation by offering volatility and risk insights that are easy for clients to understand.
Economic Testing
In the Economic Testing category, Nitrogen earned the highest market share at 12.59%, up quite a bit from 9.60% in 2024. The report remarked that Nitrogen has “strengthened its hold on the lead for tools that evaluate portfolio risk and the potential consequences in different future environments.”
We understand why advisors find this to be such a valuable feature within the Nitrogen platform. When market uncertainty hits—whether from inflation, interest rate shifts, or geopolitical events—your clients turn to you for reassurance, guidance, and answers. Nitrogen’s stress testing capabilities empower advisors to illustrate how a client’s portfolio may respond in different economic scenarios, helping clients feel more grounded during difficult times.
Digital Marketing Tools – Lead Capture
We were also proud to see Nitrogen’s Lead Capture tools rank highly in the Digital Marketing category, where we came in with the third highest market share. Our average user rating in this area reflects a clear trend: advisors are actively using Nitrogen to attract and close more qualified prospects.
Nitrogen offerings serve as effective drivers of growth for advisory firms that want to stand out in a competitive market. As marketing and prospecting become bigger priorities for firms, we’re committed to building the technology that helps advisors do it better.
Thank You For Your Continued Support of Nitrogen
Each year, we’re honored to be included amongst such an esteemed group of platforms, services, and providers. We’re especially grateful to our users, not just for choosing Nitrogen, but for taking the time to share their experiences through the T3 Survey.
The upward momentum in our market share and satisfaction ratings tells us something important: Nitrogen is helping advisors do more. What started as a tool for measuring risk has become a platform for growth, empowering firms to deepen relationships, scale effectively, and enable more meaningful conversations with clients.
We are continually inspired by the successes of the advisors and financial professionals leveraging the Nitrogen platform, and you are the inspiration behind what we do. As your needs continue to evolve, so does our ingenuity, offerings, and goals as a company. Your feedback doesn’t just provide validation that we’re on the right track, it helps us build a roadmap for the future. These insights help our team prioritize new features, improve your user experience, and continue raising the bar for tech companies across the financial services space.
Want to See Nitrogen in Action?
As your needs evolve, so will we. From our foundational risk assessment tools to stress testing, lead generation, and more, we’ll keep building the tools you need to grow your business and deliver exceptional value to your clients.
If you haven’t yet seen what Nitrogen can do, or you’re ready to explore new parts of the platform, now’s a great time to take a closer look. Discover what other advisors are using to draw qualified leads to their website and increase close rates across the board.
Schedule your demo to see how top-performing firms are using Nitrogen to power growth in 2025 and beyond.