THE GROWTH PLATFORM FOR PANORAMIX
Integrate Panoramix with Nitrogen
Sync client profiles with accounts in Panoramix. Whenever a client’s Risk Number or portfolio changes, Nitrogen pushes the updated Risk Numbers to that contact’s record in Panoramix.
Start with the power of the Risk Number…
Prompt curiosity with the question “What’s Your Risk Number?” and turn your business into a lead-generation machine. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put your firm on the right side of an ACAT form.
…and make financial wellness a reality in Panoramix.
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:
- Sync clients between Nitrogen and Panoramix.
- Whenever a client’s risk tolerance or active portfolio risk number changes, Nitrogen pushes the updated Risk Numbers to that contact’s record in Panoramix.
Learn More
To learn more about using the Nitrogen and Panoramix integration, visit our knowledge base article.
GET YOUR INTEGRATION REPORT
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!