LEVERAGE NITROGEN FOR COMPLIANT ROLLOVER DOCUMENTATION
Nitrogen + InvestorCOM
Start your proposal process within Nitrogen and seamlessly analyze and document PTE 2020-02 compliant rollover recommendations with InvestorCOM.
Integration Overview
The InvestorCOM and Nitrogen integration allows advisory firms to start a proposal workflow within Nitrogen and seamlessly analyze and document PTE 2020-02 compliant rollover recommendations for clients in InvestorCOM.
This strategic partnership empowers advisors to grow their business by bringing in new rollover assets while making compliant recommendations that are in the client’s best interest.
Integration includes:
- Capture proposed rollover transaction analysis
- Analyze plan provider services, fit, and costs
- Document recommendations
Setting up the Integration
The first time you use InvestorCOM with Nitrogen, you will need to establish the integration. You can start this process by reaching out to your Enterprise Relationship Manager to have the integration activated for your firm.
Please note, the InvestorCOM integration is available for firms of 50+ users. If you have additional questions on how to gain access to this integration, please contact us at [email protected].
Learn More
To learn more about the Nitrogen and InvestorCOM integration, visit our knowledge base article.
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