Win new business. Increase client satisfaction. Protect your firm.
The Risk Number creates a common language between home offices, advisors, and clients around risk and investments.
Empower your clients with the best
The #1 risk and engagement solution in wealth management is used by 4x as many advisors as all the other solutions combined.
We work with hundreds of broker-dealers, RIAs, asset managers, custodians, clearing firms, who use the Nitrogen platform to deliver a world-class experience to their advisors.
We’re the only ones who built risk analysis the hard way — the right way — by using security level risk assessment as the building blocks.
One true source of risk
At Nitrogen, we’re about driving absolute alignment between advisors and their clients. That’s where the Risk Number comes in. It quantifies the level of risk that the client’s portfolio should be targeting and drives conversations about alignment between risk tolerance and investment choices, while giving home offices insight into the entire organization at a glance.
A proven way to grow AUM
We call it “the ACAT form moment.” When your advisors deliver state-of-the art proposals built upon the Risk Number, prospects simply ‘get it.’ Nitrogen offers a variety of powerful, customizable reports and proposals to assist with client meetings and setting expectations. These tools allow advisors to convey portfolio risk in a simple, elegant fashion with a focus on the bigger picture, their advisory value, and cements their interest in an investor’s financial future.
Measure the growth and retention across your book
Gone are the days of manual spot-checking. Command Center empowers your team with the tools to fly through thousands of accounts, households, and proposals and take action on what needs attention. Now your team can spend less time finding problems and more time solving them. Learn More
Features for Firms
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.
Create a roadmap for your clients with Nitrogen — your go-to interface where assembling reports isn’t just intuitive, it’s powerful and flexible.
Leverage the Insights Dashboard to measure both the growth and risk of your firm’s entire book of business.
The Holdings Dashboard has the tools your firm needs to navigate through thousands of accounts and proactively identify issues before they become problems.
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.
CUSTOMER SUPPORT
Arm your office with the support they deserve
Our implementation experts will guide your team to design an engaging experience that’s flexible, scalable, and cost-effective. For firms on Nitrogen Ultimate, dedicated Relationship Managers provide a white-glove experience for your home office as well as comprehensive training resources.
Features for firms
See how research unveiled that advisors using Nitrogen saw a 19x increase in take-home pay.
See how Founders Financial approaches the ever-changing regulatory landscape with confidence.
See how the Risk Number empowers PFG advisors to set client expectations, win new business, and prove fiduciary care.
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Ready to dive into Nitrogen?
Let’s equip your advisors with powerful tools to increase their wallet share.