Top Questions Financial Advisors Ask About Nitrogen

When financial advisors seek a powerful tool for risk tolerance, client engagement, and business growth, they turn to Nitrogen. Here’s a breakdown of the most frequently asked questions to help you understand how Nitrogen can benefit your wealth management firm.

What Is Nitrogen?

Nitrogen (formerly Riskalyze) focuses on advisor growth and engagement. Nitrogen offers a broader set of award-winning solutions, including risk assessment, investment analytics, retirement planning, compliance, marketing tools, and more. While Riskalyze pioneered risk tolerance with the Risk Number®, the company grew to 30,000+ financial professionals and rebranded to Nitrogen in 2023. Nitrogen expanded the product suite through in-house development and now provides advisors with advanced capabilities to deepen relationships and fuel business growth.

How Does Nitrogen Measure and Communicate Client Risk?

At the core of Nitrogen is the Risk Number®, a precise measure of client risk tolerance. Unlike traditional providers, Nitrogen uses security-level risk assessments, allowing advisors to capture detailed risk profiles for each client and communicate these effectively through client-facing visuals. After all, just because Tesla is in the automotive sector doesn’t mean it carries the same risk as every other car company!

What Client Engagement Tools Does Nitrogen Offer?

Nitrogen’s client engagement features are purpose-built and integrated across the platform to help advisors nurture client relationships. These tools enable proactive client check-ins, deliver valuable insights, and provide timely updates. Additionally, Marketing Center offers pre-made content, making client and prospect outreach effortless and effective.

Can Nitrogen Integrate with Other Tools in My Tech Stack?

Yes! Nitrogen offers over 40 integrations and easily integrates with custodians, CRMs, financial planning tools, portfolio management platforms, and more. This interoperability streamlines workflows, allowing advisors to leverage Nitrogen alongside their favorite software tools. Explore our full list of integration partners here. 

How Does Nitrogen Scale for Larger Teams?

Nitrogen’s Team Solutions are built to support advisory firms of all sizes. Five of the top ten Barron’s firms use Nitrogen and the company supports multiple firms with over 1,000 advisors. With features like centralized reporting and customizable permissions, Nitrogen adapts to the needs of both boutique firms and large organizations. Nitrogen’s Command Center is the hub for firmwide deployment.

What Are the Benefits of Nitrogen’s Marketing Center?

Nitrogen’s Marketing Center provides ready-to-use content to support client acquisition and retention. Advisors gain access to over 85 educational resources, social media templates, and newsletters, ensuring they stay top-of-mind with prospects and clients. Additionally, Marketing Center offers Nitrogen AI for easy content and image generation. 

How Does Nitrogen Help Advisors Show Value to Clients?

Nitrogen offers tools like Reports Builder, Retirement Maps, Check-Ins, and many other features to demonstrate advisor value. Advisors around the country love the client-facing visuals to showcase the impact of their work.

What Support Resources Are Available for New Advisors?

Nitrogen offers robust onboarding and support. Advisors have access to one-on-one coaching, live chat, a customer resource center, and our Customer Success team, which provides ongoing assistance and best practice training. 

What Are Nitrogen’s Pricing Options?

Nitrogen is available at different price points to fit both individual advisors and large firms. From entry-level plans to comprehensive team solutions, Nitrogen’s flexible pricing accommodates practices of all sizes.

How Does Nitrogen Ensure Data Security and Compliance?

Nitrogen prioritizes data security through encryption and compliance with industry and federal standards. Advisors can engage clients with confidence, knowing their data is secure. To learn more, visit our Security and Trust Center. 

How does Nitrogen help advisors improve client retention?

Nitrogen is designed to foster proactive communication with clients. Advisors can set up automated check-ins, offer timely portfolio insights, and stay connected with clients, all of which help reinforce relationships and support retention.

What kind of ROI can advisors expect from using Nitrogen?

Advisors see ROI through improved client satisfaction, growth in AUM, and time savings. By reducing time spent on manual risk assessments and client engagement, Nitrogen helps advisors focus more on high-impact activities, directly supporting business growth. We’re so confident, we’ve set up multiple ROI calculators here based on real results with the advisors we serve. 

Is Nitrogen customizable for different advisor needs and preferences?

Nitrogen offers customizable features to suit different advisor approaches. From setting up risk profiles that match a firm’s philosophy to choosing engagement tools that align with communication styles, advisors can tailor Nitrogen to their specific practice needs.

What types of client reporting are available through Nitrogen?

Nitrogen provides clear, client-friendly reports that demonstrate portfolio alignment with client risk tolerance. Advisors can customize these reports via Reports Builder to highlight key metrics and insights, making it easy for clients to understand their portfolio’s performance and alignment with their goals.

How can Nitrogen support compliance with industry regulations?

Nitrogen includes features designed to support regulatory compliance, such as documentation for risk assessments and client interactions. Advisors have peace of mind knowing that Nitrogen’s reporting and tracking tools meet industry standards.

How can Nitrogen different from Morningstar?

Nitrogen sets itself apart from Morningstar in several key ways. While Morningstar is well-known for its financial data and research, Nitrogen focuses on providing purpose-built tools that support advisors in real-time client engagement and growth. Nitrogen pulls data from a diverse range of data providers, enabling advisors to work with highly accurate, actionable insights. Unlike Morningstar Risk, we measure risk at the security level, giving a more precise picture of each portfolio’s risk profile. And because all of Nitrogen’s technology is developed in-house—rather than acquired—our platform offers a seamless, fully integrated experience designed specifically for financial advisors and their clients.

How can Nitrogen different from Stratifi?

Nitrogen is the award-winning, industry leader in risk assessment and client engagement, trusted by thousands of advisors across the country. Unlike Stratifi, which has low market share and limited advisor adoption, Nitrogen has established a strong reputation for system reliability and innovation. Nitrogen’s platform provides security-level risk measurement for precise portfolio analysis, coupled with robust client engagement tools to deepen advisor-client relationships. Stratifi’s platform, on the other hand, offers limited integrations, which can disrupt workflow efficiency and flexibility. Additionally, with fewer advisors relying on Stratifi, questions around its long-term viability persist, making Nitrogen the more dependable choice. Nitrogen’s in-house development approach ensures seamless, user-focused functionality, making it the trusted solution for advisors looking for both stability and growth.

How can Nitrogen different from Orion Risk/HiddenLevers?

Nitrogen stands out from Orion Risk/Hidden Levers by delivering a purpose-built, advisor-centric approach to client engagement and growth. While Orion Risk/Hidden Levers provide basic risk analytics, Nitrogen goes a step further by integrating risk tolerance with client engagement tools designed to support proactive advisor-client relationships. Our platform uses security-level risk assessment, giving advisors a detailed, precise view of risk that captures the nuances of each client’s portfolio. Additionally, all of Nitrogen’s features are developed in-house, ensuring a cohesive, seamless experience that’s free from the patchwork feel of acquired technology. This streamlined approach helps advisors engage clients, build trust, and create strategies with more clarity and confidence.

Learn More About Nitrogen

Ready to explore how Nitrogen can elevate your practice? Reach out for a demo or contact our team to see how Nitrogen can drive growth, improve client engagement, and streamline your firm. You can schedule time here.