Take Retirement Maps to the next level
Advisors love using Retirement Maps to assess risk capacity and calculate a client’s probability of success. And with your client’s Risk Number in hand, it’s easy to illustrate how much risk they need to reach their goals.
With dynamic Timeline events, Retirement Maps becomes an incredible precursor to a comprehensive financial plan. With just a few clicks, clients can visualize the impacts of paying for a child’s college education or shifting their Risk Number in retirement.
Empower clients to set goals fearlessly
No matter what situation your client is facing, you’ve got the tools to prove their probability.
Can your client afford a vacation home? Drop it on the timeline.
Want to see the effects of Social Security? Add it with a click.
Timeline is dynamic and interactive, helping facilitate conversations around what is most important. Plot events onto the Timeline and see them reflected in the Retirement Maps calculation in real-time.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.
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.
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.
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!
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.
Create a roadmap for your clients with Nitrogen — your go-to interface where assembling reports isn’t just intuitive, it’s powerful and flexible.
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.
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.
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.