INTEGRATE MONEYGUIDE WITH NITROGEN
Nitrogen + Envestnet
By integrating your Envestnet MoneyGuide and Nitrogen accounts, you will be able to sync client Risk Numbers from Nitrogen to Envestnet MoneyGuide for use while developing a financial plan.
Show prospects they are invested wrong and clients they are invested right…
Prompt curiosity with the question “What’s Your Risk Number?” and turn your practice into a lead-generation machine. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put you on the right side of an ACAT form.
…and implement a financial plan in Envestnet MoneyGuide.
Once clients know their Risk Number and have bought into their strategy, they’re ready for interactive and collaborative financial planning. Give them visibility into that plan, including their Risk Number and Portfolio Risk, right inside of Envestnet MoneyGuide.
- Sync client Risk Numbers from Nitrogen into Envestnet MoneyGuide financial plans.
- View the Risk Number in the MoneyGuide Financial Goal Planning section.
To learn more about using the Nitrogen and Envestnet MoneyGuide 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!