A roadmap every investor can understand
Gone are the days of overwhelming investors with a 50-page report they’ll never read. Now you can illustrate your expertise on paper so you can propose the right amount of risk and empower fearless investing with your clients and prospects.
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Design with your client in mind
Reports Builder is your library of elements by which you tell your best stories. Mix, match, and customize reports in a way that treats clients as individuals and gives them just what they need, right when they need it. At the executive level, you’re able to embrace creativity and compliance.
Firms can configure which elements should be made available to advisors, and which attachments should accompany their reports. Whether it’s form CRS or content specific to your firm, you can make sure reports are compliant and effective.
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Create templates to showcase your expertise
If you are looking to generate a report quickly, Nitrogen has an extensive collection of pre-built templates. It’s as easy as clicking the template, selecting a client, and clicking generate. If our pre-built templates don’t work for you, you can easily customize any report and turn it into a template for future use.
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Leverage AI to make your firm’s brand shine
This is your story to tell — not ours. Reports in Nitrogen are designed to showcase your firm’s logo and brand. With our Ignite and Ultimate plans, you can configure your primary and secondary brand colors and let artificial intelligence generate a series of tones and hues that will flow through all of the report elements to make each report feel like it was custom-built for your business.
Book a DemoSee how it works:
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your 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.
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.
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.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.
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.
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.
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.
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.
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?"
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.
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!
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.
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.
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.