THE GROWTH PLATFORM FOR BLUELEAF
Nitrogen & Blueleaf
With this integration, you can create a Nitrogen client profile directly from a Blueleaf account and link existing Nitrogen accounts with Blueleaf to ensure everything stays up-to-date.
Start with the power of Risk Alignment…
Sync Blueleaf’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.
Seamlessly take new clients through the proposal phase. Once clients know their Risk Number and have bought into their investment strategy, you can guide them on their path.
Integration includes:
- Sync accounts and holdings from Nitrogen directly into Blueleaf.
- Create Nitrogen client profiles from a Blueleaf client account.
- Link existing Nitrogen clients to a Blueleaf client account.
Learn More
To learn more about the Nitrogen and Blueleaf integration, visit our knowledge base article.
GET YOUR INTEGRATION REPORT
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!