BRING TOGETHER THE RISK NUMBER AND TAXFICIENT SCORE
Nitrogen + Life Yield
The Risk Number® and the Taxficient Score® together at last. In LifeYield, you can connect your Nitrogen account, set capital market assumptions, and watch your risk analytics sync away.
How it Works
Your LifeYield account and Nitrogen account can be integrated, allowing you to pull Nitrogen accounts and holdings data directly into LifeYield. Once you have pulled in your client holdings, you can easily choose your predefined sets of Capital Markets Assumptions to apply across all of your accounts. Once that is set, you can sync your data into LifeYield and return to your Proposal Advantage to see the updated portfolios, bring up the account editor, and edit account balances.
Learn More
To learn more about using the Nitrogen and LifeYield integration, visit our knowledge base article.
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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!