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.

Included in:
  • Portfolio Management
Questions? Contact Us

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:

  • Real-Time Portfolio Syncing: Advisors can import Advyzon’s accounts and holdings data directly into Nitrogen. This real-time sync eliminates duplicate data entry, enhances accuracy, and enables faster, more efficient portfolio construction.
  • Embedded Investment Risk Scoring in Advyzon: Risk Numbers® generated in Nitrogen now appear natively within Advyzon’s interface, giving advisors instant access to clients’ risk alignment data alongside performance metrics, without leaving the platform.
  • Integrated Model Management from AIM: Newly released capabilities allow Nitrogen to pull in investment models from Advyzon Investment Management (AIM), including custom firm-built models and marketplace options. These models can be applied directly to proposals within Nitrogen, streamlining portfolio creation.
  • Nitrogen Report Generation in Advyzon: Advisors can now run Nitrogen’s visually rich, client-ready reports directly from the Advyzon platform, simplifying meeting prep and client communications.

 

Learn More

To learn more about using the Nitrogen and Advyzon integration, visit our knowledge base article.

 

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Want to try our interactive tech stack builder?

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!

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