Build Trust. Showcase Value. Empower Advisors to Deliver Exceptional Advice at Scale.
From investment research and portfolio analysis to proposal creation, Nitrogen empowers broker-dealers to deliver exceptional advice and achieve measurable success.
- Risk Tolerance
Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Learn More
- Portfolio Risk
Portfolio analysis empowers you to assess how much risk an investor currently has. A portfolio-wide Risk Number and 95% Historical Range™ enable you to make investment decisions and demonstrate alignment (or misalignment) to your prospects and clients. Learn More
- Risk Capacity
Retirement Maps paints a picture of how much risk an investor needs to take on to reach their goals. When you can calculate their risk capacity and illustrate the bigger picture, you can build a map to success for your clients. Learn More
- Proposed Risk
Proposals allow you to build the perfect portfolio with the exact amount of risk an investor should take on. Whether from scratch or from a model, you can easily showcase why a portfolio in alignment with the investor’s Risk Number is right for them.
Help advisors set better expectations with clients
Does an investor’s risk tolerance fit with how they’re actually invested? Equip your advisors with tools like the portfolio-wide Risk Number® and 95% Historical Range to enable smarter investment decisions and demonstrate alignment to clients—building trust across your entire network.
Document fiduciary care and compliance
Streamline compliance oversight with tools that document and demonstrate alignment between portfolio construction, risk tolerance, and risk capacity. Nitrogen makes it easy for your advisors to act in the client’s best interest—and prove it—while ensuring firm-wide standards are met.
Drive advisor growth
Empower your advisors with a lead gen engine they can easily add to their websites, email signatures, or social media. Now they can sparking curiosity with the four most powerful words in financial advice, “What’s Your Risk Number?”
“I tell other wealth management firms all the time that they really need to sign up for Nitrogen. I believe it’s best of breed. There’s nothing else out there that is so client-centric.”
Jimmy, Advisor in Florida
Features for Broker Dealers
Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor's Risk Number®, whether you’re across the room or across the world.
Create a roadmap for your clients with Nitrogen — your go-to interface where assembling reports isn’t just intuitive, it’s powerful and flexible.
Illustrate a clear financial roadmap for your clients' decumulation phase of retirement, and provide a transparent and reassuring view of their income sources.
Don't wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. Illustrate the bigger picture and even uncover outside assets.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.
SEAMLESS INTEGRATIONS
We integrate with your existing tech stack
You’re only as efficient as the systems around you. That’s why Nitrogen integrates seamlessly with your existing technology, enabling you to connect the Risk Number into all of your wealth tech solutions.
See All IntegrationsSCHEDULE A DEMO
Ready to dive into Nitrogen?
Let’s equip your advisors with powerful tools to increase their wallet share.