Reports Builder
A customizable report builder that lets firms control content and compliance while enabling advisors to deliver personalized, client-specific reports.
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.
Book a DemoMeet the Elements
Nitrogen's Risk Tolerance feature measures an investor’s comfort with market volatility using the proprietary Risk Number®. This powerful tool ensures investment portfolios are personalized to match each client's unique risk profile and financial goals.
The Holdings section displays every asset in a portfolio, providing a transparent view into allocation and risk contribution. Advisors and investors can make informed decisions with clear, data-driven insights.
Heatmap offers a visual breakdown of how each investment contributes to overall risk and potential return. This intuitive tool highlights risk concentration and helps optimize portfolio construction.
With Nitrogen’s Stress Tests, investors can 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.
Nitrogen’s Size & Style analysis shows equity exposure based on market capitalization—small-cap, mid-cap, or large-cap—and investment approach—value, growth, or blend. This helps tailor portfolios to match long-term investment strategies.
The Sector Breakdown highlights portfolio exposure to key industries like technology, healthcare, energy, and more. Investors gain a clear picture of where their capital is concentrated and how it aligns with market trends.
The Diversification element tells the story of correlation and anti-correlation across a portfolio in a way that helps advisors make better decisions and helps investors understand them.
Regional Exposure analysis reveals how a portfolio is distributed across global markets, including U.S., developed international, and emerging economies. This supports globally diversified investment strategies and mitigates country-specific risks.
Nitrogen’s Retirement Map projects future income needs against portfolio performance to determine retirement readiness. It’s a powerful visual tool for retirement planning, helping clients understand if they’re on track—and what changes may be needed.
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.
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 Firm Controls, 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.