The Growth Platform for SmartOffice
Nitrogen + SmartOffice
Bring the power of the Nitrogen Growth Platform into the heart of your SmartOffice CRM. See firsthand why hundreds of advisors are using this powerful integration to reduce redundant data entry and back office tasks, increase their productivity, document their fiduciary standard of client care, and so much more.
How it Works
Sync SmartOffice clients directly into Nitrogen and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put you on the right side of an ACAT form.
Integration includes:
- Single Sign On into Nitrogen from SmartOffice
- The ability to export a client’s portfolio from SmartOffice into Nitrogen in order to calculate Risk Numbers.
- Display client and portfolio Risk Numbers from Nitrogen in SmartOffice.
Get Nitrogen + SmartOffice
To use SmartOffice’s integration with Nitrogen, you must have an Investment Tracking license in SmartOffice (to export investments). A SmartOffice user with administrator rights must enable the Nitrogen license for each SmartOffice user.
- In SmartOffice, access the User Rights content link for the user’s account (Setup > User Accounts).
- In the Licenses column, select Nitrogen in the Integration section.
- Select Menu > Save.
- Repeat these steps for each additional user.
Learn More
To learn more about using the Nitrogen and SmartOffice 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!