Bring Together Albridge and Nitrogen
Nitrogen + Albridge
With this integration, you can create a Nitrogen client profile directly from an Albridge account and link existing Nitrogen accounts with Albridge to ensure everything stays up-to-date.
Start with the power of Risk Alignment…
Sync Albridge’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 financial 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 Albridge.
Integration includes:
- An active, two-way sync ensures every client’s Risk Number is reflected in Nitrogen and Albridge.
- Link existing Nitrogen clients to an Albridge Account
- Create a Nitrogen Client Profile From an Albridge Account
- Launch a risk questionnaire, build your clients a custom-fit proposal in Nitrogen, and seamlessly implement those changes in Albridge.
Learn More
To learn more about using the Nitrogen and Albridge integration, visit our knowledge base article.
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