Nitrogen + eMoney

Start with the power of Risk Alignment…

Sync eMoney’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 build a living, breathing financial plan in eMoney.

Once clients know their Risk Number and have bought into their investment strategy, they’re ready for interactive and collaborative financial planning. Give them visibility into that plan, including their Risk Number and Portfolio Risk, right in the eMoney client portal.

Integration includes:

• With the flip of a switch, your clients get visibility into their personal Risk Number and the Risk Number of their portfolio from the moment they sign into the homepage of their client portal.
• Add the power of relevant Stress Tests, Risk/Reward Heatmaps, Individual Security Analysis, Reports, and Detailed Portfolio Stats right into the eMoney client experience your clients already love.
• Bad, short-term decisions are the primary killers of long-term goals. The Risk Number and corresponding 95% Historical Range give clients permission to hang in there, even when markets are volatile.
• Single-sign-on capabilities mean that your eMoney credentials give you access to launch your Nitrogen account. It’s safe, it’s secure, and it’s delightfully convenient.
• No juggling browser tabs, either! Nitrogen’s tools are framed into the software you use every day, giving you and your clients a seamless experience.
• Instantly push eMoney’s aggregated client accounts into Nitrogen and have the resulting analytics surface back into the eMoney platform automatically.

Learn More

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