THE GROWTH PLATFORM FOR CIRCLEBLACK
Nitrogen & CircleBlack
Navigate to Nitrogen without ever leaving CircleBlack. From single-sign-on capabilities to visibility of client and portfolio risk analytics, these systems look like they were built for each other.
Start with the power of Risk Alignment…
Sync CircleBlack’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, you can give them visibility into that plan, including their Risk Number, Portfolio Risk, and more, right inside the CircleBlack platform.
Integration includes:
- Sync accounts, holdings. and Risk Number from Nitrogen directly into CircleBlack.
- With the flip of a switch, you get visibility into your clients’ Risk Number and the Risk Number of their portfolio
- Launch Nitrogen from CircleBlack—or CircleBlack from Nitrogen. However you build portfolios, you’ll have access to Nitrogen’s full suite of risk alignment and portfolio building tools.
Learn More
To learn more about the Nitrogen and CircleBlack 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!