Trade and rebalance client accounts with ease
The Trading Dashboard is armed with a powerful set of filters that allow you to quickly find the accounts and trades you need with just a few clicks. Once filtered by trade reason, custodian, or specific advisor, you can dive into the specifics of each trade to make sure you are in the know.
Clicking on an account will show you the various trade reasons, as well as Risk Number® drift, estimated capital gains or losses, and even the individual buys and sells triggered by that event.
Meet One-Click Fiduciary™ technology
Nitrogen Trading scans all of your client accounts looking for things like Risk Number drift, model allocation changes, cash distributions, and tax loss harvesting opportunities. Regardless of trade reason, every client trade will be displayed in your inbox — ready for you to take action on.
And working your way through this inbox of trades is a breeze; whether you’re approving trades today or snoozing to review at a later time, there’s no faster way to work through client accounts and keep everything on track.
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.
Intelligent Tax Optimization empowers you to optimize every trade decision for your clients and keep taxable accounts on target while minimizing taxes.
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.
Create a roadmap for your clients with a single click. These white-labeled PDF and printed reports are intuitive to the client and reinforce your firm's brand.
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.