Advyzon Integration Spotlight

When your goal is to scale effectively, you must rely on streamlined, intuitive platforms that enable you to balance competing priorities. To help your firm address the need for greater efficiency and scalability, we offer an integration between Nitrogen and Advyzon that’s proven to be a powerful asset for Advyzon users.

As an Advyzon user, you’re already familiar with its extensive capabilities as a portfolio management system and client relationship tool. But when paired with Nitrogen’s state-of-the-art growth and engagement solutions, Advyzon’s already robust suite of systems becomes even more powerful. Through its integration with Nitrogen, advisors can benefit from direct access to advanced risk alignment and proposal-generation tools that work within their existing workflows—meaning you can work faster, communicate more effectively, and operate seamlessly.

Let’s take a look at how this integration unlocks even more capabilities for your firm.

How Nitrogen Supports Advyzon Users

By leveraging the existing Nitrogen and Advyzon integration, your client accounts sync directly into Nitrogen. The result? Advyzon users can harness the powerful risk analytics offerings without redundant data entry (resulting in fewer mistakes or omissions). Having a seamless two-way sync means every client’s Risk Number is accurately reflected in both systems without the ongoing need for manual updating.

This integration also supports single sign-on, meaning you can jump from Advyzon into Nitrogren quickly and effortlessly—no juggling logins or navigating multiple tabs required. Instead, you benefit from a clean, unified experience that saves time and reduces friction in your daily workflow.

See Client Risk Numbers in Advyzon

One of the most helpful and prominent features of this integration is Advyzon users’ ability to see client Risk Numbers directly within Advyzon’s interface. Users can view risk alignment data alongside portfolio allocations and account details right on the platform they already use to manage performance and client reporting.

Beyond providing a level of convenience for Nitrogen and Advyzon users, this integration reduces the need to toggle between systems to search for key metrics (which takes time and disrupts workflows, especially when repeated over and over again). Instead, users can enjoy a comprehensive view of each client’s risk profile and investment plan in one place.

Why Risk Alignment Matters

Each of your clients brings a unique set of values, goals, and preferences for risk to the table. Nitrogen’s flagship offering, Risk Number, helps advisors quantify a client’s risk tolerance on a scale from 1 to 99, bringing clarity to otherwise abstract conversations.

By using a consistent, data-driven risk metric, advisors can align portfolios to client expectations, create personalized proposals, and demonstrate alignment over time. This ability to quantify risk and present it in an easy-to-understand way is critical to establishing and maintaining trust with your clients, especially during periods of market volatility.

As an Advyzon and Nitrogen user, you’ll have access to this essential risk alignment data and functionality within the tools you use every day—ultimately supporting more productive conversations and clearer insights.

Sync Advyzon Accounts with Nitrogen

Through this integration, you have the ability to pull Advyzon’s aggregated accounts into Nitrogen, unlocking powerful analytics of holdings, accounts, and overall portfolio structure.

Advyzon users will then be able to accomplish important ongoing responsibilities within the Nitrogen platform like:

• Set a target Risk Number for each client
• Leverage risk assessments to evaluate portfolio alignment
• Run stress tests and what-if scenarios
• Track progress toward long-term goals

Within the Nitrogen platform, Advyzon users can gain deeper insights into how each client’s portfolio performs under varying market conditions. As a result, you have the tools you need to proactively address concerns and fine-tune your client’s investment strategy over time.

Build Custom Proposals

With a client’s Risk Number in hand, Nitrogen users can craft tailored proposals that reflect the client’s (or prospect’s) preferences and long-term goals, as well as present proposals in a visually appealing way, making it an engaging experience for both you and your client. 

Once your client is ready to implement the recommended action items, you’ll have the ability to make portfolio changes in Nitrogen and carry them through to Advyzon in a streamlined and efficient manner.

With this integration, Advyzon users can also pull their investment models directly into Nitrogen. That means you can apply prebuilt or custom models to proposals without switching systems or re-entering data. This not only saves time, but also ensures consistency across your recommendations and implementation.

Plus, once proposals are built and portfolios aligned, you can easily generate Nitrogen’s client-ready reports—either within the Nitrogen platform or directly in Advyzon through the integration. Whether you’re preparing for a client review or running a quick stress test, you’ll have the reports you need, right where you need them.

Delivering a More Comprehensive Client Service Experience

Beyond ensuring your client’s portfolio aligns with their unique tolerance for risk, one of your top priorities is always to instill financial confidence and trust in your clients. While that starts with an understanding of their Risk Number, it also requires ongoing communication and a comprehensive plan that addresses each of your client’s goals and needs.

By bringing together the best of Nitrogen and Advyzon, you’ll gain access to critical data and capabilities within the tools you’re already using. You can also run Nitrogen reports directly within Advyzon, allowing you to streamline prep for client meetings and present data-backed insights with ease. Through this integration, you’ll be able to view your client’s Risk Number and integrate data seamlessly. When small efficiencies are multiplied across your book of business and entire team of advisors, their impact compounds to improve firm operations over time.

Advance Your Capabilities with Advyzon + Nitrogen

Beyond improving your tech stack, this integration delivers a strategic advantage to your growth focus. By combining Nitrogen’s risk alignment tools with Advyzon’s client management and reporting capabilities, you’re able to amplify the impact each of these unique offerings have in improving workflows and supporting an engaging client experience. 

Are you already a Nitrogen user? Learn how to integrate with your Advyzon account here. Interested in learning about the Nitrogen platform? Request a demo with our team today.