Nitrogen Elite 
Illustrate normal portfolio behavior
The 95% Historical Range illustrates the risk in your client’s portfolio, representing the potential gains or losses it may experience over a six-month period.
Although there’s 5% we can never quantify, investors make better decisions when they understand what is “normal” for their portfolio. Great advisors use Nitrogen to set expectations and illustrate the relationship between risk and return.
When clients understand their 95% Historical Range, it gives them permission to ‘hang in there,’ even when markets are volatile.
Understand the risk of each holding
Analyze the risk of over a quarter-million securities, products, and strategies to see how accounts roll up into a portfolio-wide Risk Number.
Nitrogen runs daily analysis at the individual security level, meaning we don’t lump funds or stocks into asset classes and make broad assumptions. Whether you use stocks, ETFs, mutual funds, bonds, REITs, or annuities, every security has an individual Risk Number.
Whether you’re optimizing a client’s current portfolio, proposing a brand new one, or comparing portfolios side-by-side, Nitrogen’s analytics have you covered.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.
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 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.
Create a roadmap for your clients with Nitrogen — your go-to interface where assembling reports isn’t just intuitive, it’s powerful and flexible.
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.
Technically speaking, it’s a domain-trained, semi-autonomous, prompt-based, large multimodal, artificial intelligence content generator. Which is a fancy way of saying: it creates content for your firm really, really well.
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.
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?"
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.
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.
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!
Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds.
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.
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.
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.