Integrate Envestnet with Nitrogen

From account aggregation, to risk-aligned proposals, to implementation and reporting with Envestnet and Nitrogen.

Included in:
  • Portfolio Management
Questions? Contact Us

Start with the power of Risk Alignment…

Sync Envestnet’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 make financial wellness a reality in Envestnet.

Once clients know their Risk Number and have bought into their investment strategy, they’re ready for a holistic financial plan. Give them visibility into that plan, including their Risk Number and Risk Objectives.

Integration Includes:

  • Build your clients a custom-fit proposal in Nitrogen and seamlessly implement those changes in Envestnet.
  • Once you’ve got a risk-aligned portfolio, you can pass your plan into Envestnet to keep accounts on track and tap into world-class performance reporting.
  • Launch Nitrogen from Envestnet — or Envestnet from Nitrogen. However you build portfolios, you’ll have access to Nitrogen’s full suite of risk alignment and portfolio building tools.
  • Clients unsure what your “moderate” model means for them? Envestnet risk objectives map perfectly to Risk Numbers, so they’ll understand you’re investing them according to their best interests.
  • Advisors love bringing the power of the Risk Number into their financial plans. With MoneyGuide’s Nitrogen integration, you’ve got a dedicated MyBlocks module to help clients understand the risk they’re taking on.

Learn More

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


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