Nitrogen Wrapped 2024

This year’s Nitrogen Wrapped is a celebration of you—the financial advisors who inspire us every day. This year’s biggest wins, standout moments, and game-changing innovations all share a common thread: empowering you to elevate client engagement, drive growth, and empower clients to leave a lasting legacy. From the tools you asked for to the milestones we reached together, this is your story as much as it is ours.

Let’s relive the highlights and set the stage for an even greater 2025.

Top Hits: Product Features

• #1 Most Requested Feature
  • Advisors asked, and we delivered. Stock Intersection simplifies portfolio analysis by identifying overlapping securities across accounts, enabling smarter investment decisions. Watch Nitrogen’s Chief Product Officer, Justin Boatman, unveil this game-changing feature at the Fearless Investing Summit. Learn more about Stock Intersection and the updates made to Research Center here.

• Over 80 Features Released
  • From enhanced data visualization to seamless integrations, we’ve rolled out over 80 features designed to make your experience with Nitrogen more powerful and intuitive. Each update was inspired by advisor feedback, ensuring that every tool works harder for you and your clients. View our latest Product Release.

• 105,000+ Risk Numbers Generated
  • Advisors nationwide leveraged the Risk Number® to quantify client risk tolerance with precision. This milestone underscores Nitrogen’s role in empowering better client conversations and building confidence around investment decisions.

• Nearly 100,000 Unique Timeline Events Created in Retirement Maps
  • Retirement planning made visual. Advisors created almost 100,000 custom timeline events, helping clients stay on track to achieve their goals. With Nitrogen, advisors transformed complex retirement strategies into actionable plans. See Retirement Maps in action!

• 50,000+ Client Check-in
  • Client engagement hit new heights this year. Advisors used our streamlined Check-ins to foster meaningful connections, uncover evolving needs, and deepen relationships. See one advisor’s secret to customizing Check-Ins to boost client engagement.

• 1,200 Words a Day Generated by Nitrogen AI
  
  • Nitrogen AI is rewriting the rules for advisor efficiency. With over 1,200 words generated daily, advisors save time crafting personalized communications that resonate with clients.

The Fearless Investing Summit

• 2,000+ Attendees 
  • Advisors, industry leaders, and partners came together to make the Fearless Investing Summit our most attended event yet. This diverse community fostered meaningful connections and inspired bold ideas to reshape the future of wealth management.

• 120+ Educational Sessions
  
  • From actionable breakout sessions to thought-provoking keynotes, every session was designed with you in mind. Explore insights from industry pioneers, client engagement strategies, and success stories that will drive your practice forward.

• Groundbreaking Product Keynote
  • Our most anticipated keynote yet introduced transformative updates to the Nitrogen platform, redefining what’s possible for financial advisors. Discover the innovations that are empowering advisors to grow faster and serve clients better. Watch the live recording here.

• Join us for Fearless 2025
  • We’re already gearing up for next year’s Fearless Investing Summit in Denver from October 22-24, 2025! Learn more about the exciting announcements, early registration perks, and even more opportunities to take your advisory practice to the next level by visiting the conference website.

Advisor Favorites: Content & Insights

• Top Blog: Why “Buying the Seller” Matters in WealthTech
  
  • This year’s most-read blog explored how focusing on advisor-centric solutions drives innovation and ensures long-term success in WealthTech. Discover why putting advisors first isn’t just good business—it’s the key to transforming the industry.

• Top Webinar: Secrets to Success: Tactics from Top Advisors Using Nitrogen
  
  • Packed with actionable strategies, this webinar featured industry leaders sharing how Nitrogen empowers them to engage clients, simplify risk conversations, and scale their practices.

• Top Research: 5 Trends Shaping Wealth Management
  
  • From evolving client expectations to new technology adoption, this survey-driven report highlighted the trends advisors need to watch to stay ahead in a rapidly changing landscape.

• Top Press Release: Nitrogen Unveils Expanded Investment Research Product and AI-powered features at Sold-Out Fearless Summit
  • This year, Nitrogen took a major step forward with the launch of its expanded investment research capabilities, designed to empower advisors with deeper insights and better tools for client portfolio management along with new AI-powered features and so much more.

• New and Updated Integrations
  • Efficiency is everything, and the Risk Number seamlessly integrates with your favorite fintech tools. This year, we expanded our integrations to make managing your practice even easier. You can view all 50+ leading integrations here.

• Customer Hub: Your Gateway to Success
  • Our all-new Customer Hub brings together everything you need to succeed with Nitrogen—on-demand Academy courses, access to Nitrogen Labs, Bootcamps, and Study Groups. It’s your one-stop resource for all things growth and engagement.

• Nitrogen Knowledge Base
  • We launched an upgraded Knowledge Base to put the answers you need at your fingertips. Packed with hundreds of searchable articles, it’s designed to help you master risk alignment and make the most of Nitrogen’s platform.

• The Nitrogen Newsroom
  • Featuring a collection of the most recent news, press mentions, and media assets. You can stay up to date on all the Nitrogen news here.

Advisor Soundbites: Testimonials

• “Before Nitrogen, I was getting 2 to 3 clients per month. Now I’m getting 3 to 4 new clients per week!”
  
  • This advisor transformed their business with Nitrogen, leveraging tools like the Risk Number and Retirement Maps to better connect with prospects and accelerate growth.

• “I was able to absorb over 50 clients in a very short period of time having Nitrogen available to me.”
  
  • Scaling a practice without sacrificing quality is no small feat. This advisor shares how Nitrogen streamlined their processes, enabling seamless growth.

• “If you don’t go with Nitrogen, please let me know and I’ll make sure to bring it up anytime I meet your clients.”
  
  • The ultimate endorsement—an advisor so impressed with Nitrogen’s impact that they actively recommend it to others. Find out why Nitrogen earned their trust.

• “The client-facing piece of it, when you put it up on the screen, it’s pretty impressive… you can see it in their eyes, it’s like, “Oh my gosh!”
  
  • Nitrogen isn’t just a tool; it’s a conversation changer. See how its intuitive, visual approach captivates clients and builds confidence during meetings.

Prep for 2025

• Marketing Strategies Advisors CAN’T miss in 2025
  • Discover the marketing trends, tools, and tactics that will define success in the coming year. From boosting client acquisition to amplifying retention, this webinar is your blueprint for impactful growth.

• The Future of Wealth Management: Trends to Watch in 2025
  • Get ahead of the curve with this deep dive into the trends that will shape the wealth management industry. From emerging technologies to evolving client expectations, we’re breaking down what advisors need to know to stay competitive.

• Spring 2025 Customer Bootcamp
  • Join team Nitrogen for an in-depth day of classroom-style training. Whether you’re brand new to the movement, or have been using Nitrogen for years, you’ll be sure to level-up your skills and take valuable insights back to your firm. Our first Bootcamp for the year will take place on March 7th, 2025—register today!

• See How Nitrogen Can Elevate Your Practice in 2025
  • Want to kickstart the year with tools that drive client engagement and power growth? Let’s set up a personalized demo to show how Nitrogen can help you achieve your goals and make 2025 your best year yet.

That’s a Wrap!

2024 was all about you—the advisors who inspire us to innovate, grow, and transform wealth management. From delivering the tools you requested to empowering deeper client relationships, your success has been our driving force. Together, we’ve achieved remarkable milestones and laid the foundation for what’s next.

With your feedback shaping every step, we’re energized to help you achieve even greater success in 2025. New features, powerful insights, and a thriving advisor community are ready to support you as you take your practice to new heights.

Ready to make 2025 your best year yet? Let’s grow together.