THE GROWTH PLATFORM FOR VISE
Integrate Vise with Nitrogen
Harness the power of AI and the Risk Number in Vise’s sub-advisor platform to create personalized portfolios of individual securities alongside Nitrogen portfolio analytics.
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 move straight into a risk-aligned portfolio with Vise.
Seamlessly take new clients through the proposal phase. Then, use Vise to build and manage those personalized portfolios.
Integration includes:
- Within the Portfolio Creator, you can link and create new clients from an existing Nitrogen client.
- Launch a Risk Questionnaire from Vise.
Learn More
To learn more about the Nitrogen and Vise 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!