Available with Nitrogen Trading 
Save your clients thousands in tax bills across your book
With Intelligent Tax Optimization, you can become your client’s tax superhero. The Nitrogen Trade engine runs millions of scenarios to find the perfect number of shares to sell from the precise tax lots to get your clients as close to their Risk Number target as possible, all while staying within your capital gains budget.
Since the inception of Intelligent Tax Optimization, the average advisor saves $43k in taxes across their book of business and one advisor has even saved more than $800k. Talk about clients that don’t mind paying advisory fees with a tax efficient portfolio.
Now you control the capital gains budgets
No matter how complex your client’s tax situation is, the Nitrogen Trading engine always keeps you in control and allows you to set capital gains budgets for every scenario.
Whether you want to allow all capital gains, avoid short-term gains, avoid short-term and long-term gains, or enter your own capital gains budget, our trading engine will do all of the hard work for you. When it’s time for portfolio rebalancing, it’s as simple as a click to queue those trades into your trading inbox.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.
Nitrogen Trading scans every one of your client accounts every night looking for harvesting opportunities over your dollar or percentage threshold ensuring you can save on client tax bills.
The accounts dashboard gives advisors total control over trading client accounts while maximizing efficiency and productivity across their entire book of business.
The trading dashboard surfaces all of your decision points in an easy, convenient inbox. With our One-Click Fiduciary™ technology, you can easily approve or snooze trades across your entire book of business.
Want to leverage the Risk Number® for your brand? We've got an interactive portal of design templates and other resources available in your Nitrogen Elite account.
Check-in emails build a strong foundation to support your message between client reviews and give you an early warning signal when client psychology needs care.
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!
Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number®, GPA®, expense ratios, and more.
Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds.
Drop a simple link onto your website or email signature to turn it into an interactive risk analysis tool and a lead capturing machine. Now you can leverage the four most powerful words in financial advice, "What's Your Risk Number?"
Effortlessly launch a remote meeting with just two clicks. Your client joins with a web browser, and you’re protected from sharing the wrong data with the wrong client.
Seamlessly import outside assets from thousands of institutions. With client credentials entered remotely or by your side, manual updates become a thing of the past.
Take advantage of our collection of free and subscription-based models and download them into your Nitrogen account. Stay up to date on the industry's best strategies!
Does an investor's risk tolerance align with how they're invested? A portfolio-wide Risk Number® and 95% Historical Range™ enable you to make investment decisions and demonstrate alignment to your prospects and clients.
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.
Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B, or Simple IRA plan participants with just a few clicks. The Risk Number creates a common language, allowing you to bridge the gap between advisor and participants without flooding your to-do list.
Meet the objective metric that has paved the way to measuring the efficiency of investments not just at the fund level, but at the portfolio level as well.
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.
The risk/reward heatmap pinpoints the risk and reward contribution of individual securities in accounts, allowing you to have productive conversations about risky or concentrated positions.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.
Run portfolios through historical events like the 2008 Financial Crisis or 2013 Bull Market to help clients understand what it means to control risk or beat the market.
Unlock the power of events in Retirement Maps. See how changing your client's Risk Number®, income, or expenses over time will affect their overall risk capacity.