Bring Together Advyzon and Nitrogen
Nitrogen + Advyzon
See portfolio Risk Numbers alongside asset allocations in Advyzon, push client accounts directly into Nitrogen, and take advantage of single-sign-on capability across systems.
Start with the power of Risk Alignment…
Sync Advyzon’s aggregated accounts directly into Nitrogen and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. Set a target Risk Number or leverage risk assessments to generate a proposal that demonstrates alignment with clients.
…and guide your clients through their wealth journey.
Once clients know their Risk Number and have bought into their investment strategy, they’re ready for a complete financial plan. Give them visibility into that plan, including their Risk Number, Portfolio Risk, Risk/Reward heatmaps, and more, right inside Advyzon.
Integration includes:
- An active, two-way sync ensures every client’s Risk Number is reflected in Nitrogen and Advyzon.
- Launch a risk questionnaire, build your clients a custom-fit proposal in Nitrogen, and seamlessly implement those changes in Advyzon.
Learn More
To learn more about using the Nitrogen and Advyzon integration, visit our knowledge base article.
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With our easy-to-use Tech Stack Builder, you can select the technology you use at your company, and receive step-by-step instructions on how to integrate Nitrogen with your existing software. Say goodbye to frustrating integrations and hello to a more streamlined and efficient workflows with Nitrogen!